BTW, if you're a high-income or mid-career professional transitioning into a more serious stage of life; whether you’re growing a family, building your retirement, or shifting from a consumption to a wealth-building stage, and you’re feeling overwhelmed by the complexity of it all, this is for you. If you’re asking yourself: Am I really doing well? How do I know I’m taking the right steps? Should I pay off debt, save, or invest for retirement first? How can I prepare myself financially for my new family? Why am I still broke if I make good money? What if I make the wrong choices and mismanage my finances? How can I align my finances with my partner when we have different financial habits? I can help you: Get a set of prioritized, actionable steps to reach your financial goals Achieve peace of mind knowing you’re on the right track toward long-term financial security Turn financial stress and uncertainty into clarity, control, and confidence Optimize your finances without sacrificing your lifestyle Streamline your financial plan to align with your unique goals Just how I helped my client Steve, who said: "Alex provided great clarity in working through financial steps for improving my short and long term goals. He thoroughly explained all questions I asked, and gave insight into details for an exact plan for a fantastic financial foundation." I can help you next. I don’t work with everyone, and I want to ensure I can help you in the best possible way. Your satisfaction is my utmost priority. Here are the requirements: You must have a stable job in the USA. You must be at least 25 years old. You must be committed to optimizing your financial future. You must be responsible and ready to take action. You must be open to learning and implementing new strategies. This is a 30-minute strategy call where we’ll dive into your financial challenges and goals to see if we’re a good fit to work together. This is a limited opportunity to gain clarity and control over your financial future. Don’t leave your finances to chance, and stop wasting time. Schedule your strategy call today and start transforming your financial life for the better. alexisidro.com/DiscoveryCall
Que rollo Alex! I finally got a decent job and I was going to open a savings account with Chase. As a staff accountant I questioned this decision because the low interest. I already have an I bond, but my salary isn't enough to have my funds frozen in an account. SOFI was appealing but I do not want to transfer all my funds into another Checking account. I started researching YSA Accounts and im over whelmed. I just want a place to have a savings account haha. Thanks for the breakdown and help! Do you have a video where you compare YOUR favorite savings account? Thanks
I have a guide where I go over my favorite ones for sure and why I like them! I put together this document to walk you through it alexisidro.com/HYSAGuide it has everything you need to know and all my favorite ones. Takes 10 minutes to read
Thank you so much for the video ive been hesitant to start a savings account because it all seems overwhelming starting out. This vid made it so much more digestible and the link you provided for the sign up bonus is a huge plus!
BTW, if you're a high-income or mid-career professional transitioning into a more serious stage of life;
whether you’re growing a family, building your retirement, or shifting from a consumption to a wealth-building stage,
and you’re feeling overwhelmed by the complexity of it all, this is for you.
If you’re asking yourself:
Am I really doing well? How do I know I’m taking the right steps?
Should I pay off debt, save, or invest for retirement first?
How can I prepare myself financially for my new family?
Why am I still broke if I make good money?
What if I make the wrong choices and mismanage my finances?
How can I align my finances with my partner when we have different financial habits?
I can help you:
Get a set of prioritized, actionable steps to reach your financial goals
Achieve peace of mind knowing you’re on the right track toward long-term financial security
Turn financial stress and uncertainty into clarity, control, and confidence
Optimize your finances without sacrificing your lifestyle
Streamline your financial plan to align with your unique goals
Just how I helped my client Steve, who said:
"Alex provided great clarity in working through financial steps for improving my short and long term goals.
He thoroughly explained all questions I asked, and gave insight into details for an exact plan for a fantastic financial foundation."
I can help you next.
I don’t work with everyone, and I want to ensure I can help you in the best possible way.
Your satisfaction is my utmost priority.
Here are the requirements:
You must have a stable job in the USA.
You must be at least 25 years old.
You must be committed to optimizing your financial future.
You must be responsible and ready to take action.
You must be open to learning and implementing new strategies.
This is a 30-minute strategy call where we’ll dive into your financial challenges and goals to see if we’re a good fit to work together.
This is a limited opportunity to gain clarity and control over your financial future.
Don’t leave your finances to chance, and stop wasting time.
Schedule your strategy call today and start transforming your financial life for the better. alexisidro.com/DiscoveryCall
Small update: LAurelroad just dropped their APY rate from 5.15 to 5.00
Thanks!
Yup, just noticed that, too 😭
What is really a Sales Engineer? 🤔
I think of that video a lot, especially since I believe you had initially put "really" or "actually" in the title 👼
Yes!
Is it really worth it then to get a hysa if interest rates may be cut later this year?
Might as well. I've seen some people start using CDs and bonds to keep the high interest rates. So that's another option.
It's probably still going to be a better option than Chase or Wells Fargo. I'd imagine that it will dip, but it won't be down to 0.02%
Que rollo Alex! I finally got a decent job and I was going to open a savings account with Chase. As a staff accountant I questioned this decision because the low interest. I already have an I bond, but my salary isn't enough to have my funds frozen in an account. SOFI was appealing but I do not want to transfer all my funds into another Checking account. I started researching YSA Accounts and im over whelmed. I just want a place to have a savings account haha. Thanks for the breakdown and help! Do you have a video where you compare YOUR favorite savings account? Thanks
A safe place for you is American Express HYSA. You don't have to open another checking account to use it and it is not a fintech
I have a guide where I go over my favorite ones for sure and why I like them! I put together this document to walk you through it alexisidro.com/HYSAGuide it has everything you need to know and all my favorite ones. Takes 10 minutes to read
Good option for sure!
Thank you so much for the video ive been hesitant to start a savings account because it all seems overwhelming starting out. This vid made it so much more digestible and the link you provided for the sign up bonus is a huge plus!
Glad it helped you! What did you find overwhelming, and what did you find most helpful with the video? Thank you!