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Financial Assistant, Joseph Cavazos, discusses budgeting in this video series for young professionals.

Join us as one of our Financial Assistants, Joseph Cavazos, sits down to discuss the financial milestones that young professionals in their 20s-30s often face. Our goal with this video series is to educate and provide resources that will help guide these young professionals along their financial journey. In this video, Joseph explains and simplifies budgeting.

Budgeting Explained – The Basics

Joseph will walk you through…

• When to put money into a Roth IRA vs. your savings account
• What an emergency fund is
• How to budget properly

Resources Mentioned in This Video

Access this resource in the “Helpful Tools” section of this blog…
10 Ways Young Professionals Can Build Wealth

 

Watch more from this Young Professionals video series…

Click here to watch the next video in our series: Young Professionals Program – HSA Explained

 

If you’d like additional help along your financial journey, check out our Financial Planning blogs where you can access these great resources. (Click here to read more.)

And as always, if you have any other questions, please contact us. (Click here for contact information.)

 

Presented by Joseph Cavazos – Financial Assistant

Learn more about Joseph and the rest of the Storen Financial team here.

 

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.