What's inside
  • 01
    The buffer account Why your checking account needs 1–2 months of expenses before anything else — and how to calculate your exact number.
  • 02
    High-yield savings setup How HYSAs work, which account types beat inflation, and how to pick one without getting tricked by teaser rates.
  • 03
    Emergency fund math The 3–6 month rule explained with numbers — what counts, what doesn't, and how to build it systematically.
  • 04
    CD ladder strategy When locking in rates makes sense, how to stagger maturities, and why most people skip this step unnecessarily.
  • 05
    Roth IRA order of operations Exactly when to open one, contribution limits, income phase-outs, and how it fits into the broader system.
  • 06
    The full system flowchart A single visual that shows where each dollar goes — in order — so there's no guessing about what to do next.

This guide is for the person who has finally dealt with high-interest debt (or is close) and doesn't know what to do next. Most content on this topic is either too vague ("build an emergency fund!") or buried in a course you have to pay for.

This is the clear, ordered version. Free.

Free PDF
Bank Account Strategy Guide
Where every dollar should go — and why. One email, instant download.
Free. You'll also get the Sunday brief each week.
MaxDoesFinance
Educational content only. Not investment, tax, or legal advice. Nothing on this site creates an advisory relationship. Consult a licensed professional before making decisions about your money.
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