8 Money Moves to Secure Your Financial Future

Paying off your mortgage before maxing your 401k? You could be costing yourself hundreds of thousands. Here's the exact order to build wealth—backed by years of working with clients who've done it right.

I'm Jordan, a CFP® professional and financial planner, and I get it—there's so much conflicting personal finance advice out there that it's hard to know what to do first.

Should you pay off debt or invest for retirement? Build an emergency fund or get the 401k employer match? Focus on your Roth IRA or HSA contributions?
In this video, I'm walking you through the 8 simple steps to build wealth in the exact order that actually works. This is the same financial planning roadmap I share with clients—from saving your first dollar to reaching complete financial independence.

Get the sequence wrong and it can cost you decades of compounding growth and missed tax advantages. But follow these wealth building steps and you'll join the top 5% of American savers with a clear money management system that takes the stress out of every financial decision.
Whether you're just starting your savings journey or already investing in retirement accounts, these steps scale with your income. From insurance deductibles and emergency savings to maxing out tax-advantaged accounts and reaching your ideal savings rate—you'll know exactly what your next move should be.

This complete guide covers everything: debt payoff strategies, retirement account contributions, HSA tax benefits, building your emergency fund, and creating a personalized financial plan that gets you to financial freedom faster.

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RESOURCES & LINKS
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VIDEO TIMESTAMPS
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0:00 - Introduction
0:21 - Step 1 - Insurance Deductibles
1:46 - Step 2 - Employer Match
2:49 - Step 3 - High Interest Debt
4:18 - Step 4 - Unplanned Events Fund
6:00 - Step 5 - HSA & Roth IRA
7:48 - Step 6 - Workplace Retirement Savings
9:14 - Step 7 - Invest for Your Future
10:52 - Step 8 - Empower

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IMPORTANT DISCLOSURES
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Glow Financial Planning LLC is a Registered Investment Adviser in the state(s) of Florida. Advisory services are only offered to clients or prospective clients where Glow Financial Planning LLC and its representatives are properly registered or exempt from registration. This video is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with an appropriate tax, legal and/or financial advisor for advice specific to your situation. All expressions of opinion reflect the judgment of the host/interviewee on the date of the program and are subject to change.


Jordan Drinkhouse is an investment adviser representative of Glow Financial Planning LLC. The firm is a registered investment adviser and only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.

The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. A professional adviser should be consulted before implementing any of the strategies discussed. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.

The advertisements played during this video are controlled by the hosting platform and not by Glow Financial Planning LLC. Glow Financial Planning LLC is not responsible for the content, accuracy, or suitability of any advertisements heard during this program.