Podcast cover for investing for first generation Latinas with Michelle Sanchez

Episode 97- The Top 4 Investing Accounts To Retire Early, Explained

The Top 4 Investing Accounts To Retire Early, Explained

LOne of the biggest mistakes I see new investors make is that they dont maximize investment account types. 

One sign I look for is that they have a lot of money in their taxable brokerage accounts (or worse, crypto), but they aren’t maxing out their IRAs or their 401(k)s. 

They think they’re doing enough by investing it somewhere, but in reality, they’re delaying their retirement date by YEARS by not prioritizing retirement accounts that can save hundreds of thousands in the long term in taxes. 

They also arent maximizing the triple tax savings of their Health Savings Accounts. This is why I’m teaching an investing class on how prioritizing these account types can help you accelerate your retirement. It’s on 8/19.

Sign up here for my next investing class on 8/19: The Priority Playbook for IRAs, 401(k)s, y más! 🤑

About Charly

Charly is a formerly undocumented digital nomad helping first gen clients embody their millionaire selves. Charly’s clients go from feeling guilty and anxious about money to feeling empowered to make money moves and PLAY more. Work 1:1 with them here.

The language of money seems intimidating because it’s designed to exclude those who are not familiar with it. Charly is all about changing that and making our community wealthy AF!

Follow Charly on IG: ⁠⁠@travelercharly⁠

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