Listen to part 1 of this series if you haven't yet.

In this episode, I continue sharing the questionnaire I send to friends who want to talk about personal finance. Then I do a brief overview on what you need to know about 401(K)s, IRAs, brokerage accounts, and HSAs as well as GIVE A VERY IMPORTANT ONE ITEM CHECKLIST FOR YOUR FINANCES!

++ resources mentioned ++

Compound interest calculator AKA investment growth retirement calculator - leave rate of return at 7%, which is the number most frequently used by personal finance nerds

The Indicator from Planet Money podcast episode: The 401(K) Turns 40

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