Follow @calltoleap for investing videos! Do you know what to look for before purchasing an ETF?

Here are the 3 things to know:

1. Check the companies

2. Expense ratio

3. Dividend dates

Follow me @calltoleap to learn more things like this about money!

@calltoleap

@calltoleap

@calltoleap

Make sure you check out my next master class on September 26th at 5:30 PM PT the link to sign up is in my bio! 🔥

Are you going to try this? Comment down below!👇
#money #investing #finance #personalfinance

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Use code MONEYGUY at Monarch.com to get your first year of Monarch Core half off at just $50: https://bit.ly/monarch-moneyguy

Want to build wealth faster without taking unnecessary risks? Brian and Bo break down seven financial “cheat codes” that can dramatically improve your long-term finances—from maximizing your 401(k) employer match and automating investments to optimizing your HSA, using a Backdoor Roth IRA, tax-loss harvesting, and following the Financial Order of Operations. These aren’t gimmicks—they’re proven wealth-building strategies that many investors overlook. Whether you’re just getting started or optimizing your financial plan, these money moves can help you avoid costly mistakes and make every dollar work harder.

Timestamps
00:00:00 Intro
00:00:34 Cheat Code #1: Get Your Employer Match
00:03:36 Cheat Code #2: Automate Your Investing
00:08:13 Cheat Code #3: Follow the Financial Order of Operations
00:11:21 Cheat Code #4: Optimize Your HSA
00:19:45 Monarch Ad Read
00:21:11 Cheat Code #5: Use a Backdoor Roth IRA
00:26:14 Cheat Code #6: Tax-Loss Harvesting
00:30:06 Cheat Code #7: Take Your Financial Relationship to the Next Level
00:34:36 Outro

🔗 Financial Order of Operations → https://moneyguy.com/resource/financial-order-of-operations/
🔗 How Much Should You Save? → https://moneyguy.com/resource/how-much-to-save/
🔗 Ultimate Guide to 401(k)s → https://moneyguy.com/guide/401k/
🔗 Money Guy’s Top Tax Planning Strategies → https://moneyguy.com/guide/taxes/
🔗 8 Questions to Ask Your Financial Advisor → https://moneyguy.com/resource/8-questions-to-ask-your-financial-advisor/

🎓 Brian Preston (CFP®, CPA) and Bo Hanson (CFA®, CFP®) share professional insights to help you own your financial future.

Jump start your journey with our FREE financial resources: https://moneyguy.com/resources/

Subscribe on YouTube for early access and go beyond the podcast: https://www.youtube.com/c/MoneyGuyShow?sub_confirmation=1

Connect with us on social media for more content: https://moneyguy.com/link-in-bio/

Take the relationship to the next level and become a client: https://moneyguy.com/become-a-client/

#WealthBuilding #PersonalFinance2026 #RetirementPlanning #FinancialFreedom

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