8 Steps to Becoming Financially Well, a Video Series

We are so excited to introduce our latest video series - 8 Steps to Becoming Financially Well

This is our Retirement Plan Participant Wellness Series that we developed in-house to provide an overview of actionable steps to enhance your own financial wellness.

In the playlist above, you will find 9 total videos that range from about 2-8 minutes each. This series of educational videos is brought to you by our advisor, Jenna Witherbee.

Intro Video: Introducing each of the 8 Steps

Step 1: Establish an emergency fund

Step 2: Set a goal to save at least 5% through your 401(k) Plan

Step 3: Develop your understanding of credit

Step 4: Pay down non-deductible debt by creating a budget

Step 5: Max out your Health Savings Account (HSA), if applicable

Step 6: Increase your 401(k) contribution annually until you reach 10%

Step 7: Save for higher education expenses through 529 Plan

Step 8: Pay off your home early