Henssler Money Talks

Your Savings Priority List: What to Fund First—and Why It Matters

Henssler Financial Season 39 Episode 46

The “Henssler Money Talks” hosts explore the recommended “order to savings”—and why it’s not a one-size-fits-all formula. From employer retirement plans to Roth IRAs to taxable brokerage accounts, where you save first can depend on your goals, timeline, and tax picture. We break down the most common prioritization framework and help you think through the right path for your personal situation. 

Original Air Date: November 15, 2025

Read the Article: https://www.henssler.com/your-savings-priority-list-what-to-fund-first-and-why-it-matters