You're ready to Build Taxable Savings or Pay Down Low-Interest Debt!
You have a well-established savings habit, an emergency fund and the peace of mind that comes with it, and no high-interest debt! You've also achieved a very impressive milestone... you're contributing the yearly maximum to your retirement accounts. You are well on your way to financial independence.
The next step in your journey is to add taxable savings in additional investment accounts... or if you'd rather, to pay down your low interest debt. The ultimate goal now is to increase your net worth in whichever way feels best to you.
Want affordable ongoing personal finance guidance?
The Mindful Money Membership exists to bring financial education, behavioral financial coaching, and supportive resources to everyone.
Become a member, and get your questions answered, like...
- At what interest rate should I consider paying my debt off?
- What should my investment portfolio really look like?
...and more, during twice-monthly live online meetings providing you with financial insights and helping you stay the course.
Financial Education Courses for You
Fine-Tune Your Life Vision
A clear and intentional vision of your ideal life is the guiding force behind your financial plan. Your vision is dynamic, just like life. It's never a bad idea to set some time aside to check in with yourself and refine the values that will direct your journey.
Gain a Deeper Understanding
This mini-course will teach you how to get the most out of investing, from the fundamentals to advanced investing tips.
Includes videos, text-based lessons, workbook pages, and a bonus module: Bear Market Survival Guide!
Share this quiz!
Know someone who could benefit from some clarity and support on their own financial journey? Share this quiz with them directly, or with your circle on social media!
Join Our Community
Subscribe to the Mindful Money Weekly email for curated articles, featured podcasts, blog posts, videos, and invitations to our live events delivered to your inbox every Monday at 5 pm PT!
Jonathan K. DeYoe is the founder of Mindful Money. The opinions voiced are his. All opinions and accompanying materials are for general information only and are not intended to provide specific advice to any individual. Past performance is no guarantee of future results. All indices are unmanaged and cannot be invested in directly. Investing involves risks including possible loss of principal. There can be no assurance that any technique or strategy discussed on Mindful Money will be suitable for any particular investor and there is no guarantee of any specific outcome. Mindful Money renders no individual advice. If you have the minimum investment of $1,000,000 and are seeking individual advice - please click the Reach Out button and select “One-on-One Advice” from the services drop down menu. Jonathan loves connecting people with excellent advisors.