105: The 5 Financial Accounts You Need to Have in 2025
Rich Habits Podcast
Simplifying Wealth Building: Q&A on Retirement Funds
This chapter focuses on simplifying complex financial topics and encouraging listener engagement. It features a Q&A segment addressing the pros and cons of rolling over a 401k into a Roth IRA versus a traditional IRA, highlighting the importance of financial autonomy and strategic planning.
In this week's episode of the Rich Habits Podcast, Robert and Austin give you the account-by-account blueprint for financial success in 2025.
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🎥 Join us for FREE at the GRIT Money Summit in Toronto, Canada! Click here.
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⭐️ Watch the new NEOS Monthly Income Podcast, click here!
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Download our FREE Financial Planning Workbook for 2025!
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⭐️ Open a Bond Account on Public to lock in your 6% or higher yield today, Click Here!
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🚀 Sign up for the Rich Habits Network so you don't miss out on the next big investment opportunity, click here!
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🔥 NEOS Funds has introduced yet another tax-efficient high-income ETF, their Russell 2000 High-Income ETF (IWMI). Click here to learn more!
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🔥 Check out what Robert and Austin are personally invested into with Blossom.
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⭐ Download our FREE Financial Planner – click here
⭐ Download our FREE Budgeting Template – click here
⭐ Earn 5.1% on your savings with a High-Yield Cash Account – click here
⭐ Trade stocks, options, music royalties and crypto on Public – click here
⭐ Automatically buy stock where you shop with Grifin – click here
⭐ Protect your family with term life insurance from Suriance – click here
⭐ Use code “Spotify” for 15% off our 4-module video course – click here
⭐ Optimize your portfolio with Seeking Alpha – click here
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👤 Explore everything Austin does – click here
👤 Explore everything Robert does – click here
❓ Ask us questions for our Q&A episodes – @richhabitspodcast on Instagram
📬 Inquire about working together – christian@witz.vc
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Disclosure:A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 2/17/25, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more.
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