Where should your money go first? Too often, people skip ahead to investing or wealth strategies before laying the right foundation. Richard Rosso and Matt Doyle break down the essential hierarchy of money goals—a clear order of priorities to help you stay on track.

From emergency savings and debt reduction to investing, wealth protection, and legacy planning, this framework shows you exactly how to progress step by step.

By focusing on the right goals at the right time, you’ll reduce stress, improve financial security, and set yourself up for long-term success.
Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP
Produced by Brent Clanton, Executive Producer
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Watch today's video on YouTube:
https://youtu.be/XHMHkOAWRIc
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The latest installment of our new feature, Before the Bell, "The AI Trade is Back," is here:
https://www.youtube.com/watch?v=o6i2HhmE5U0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our Previous Show, "There Ain't No Inflation," is here:
https://youtube.com/live/KuvJ7KcQU_0?feature=share
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Register for our next RIA Dynamic Learning Series event, "Are We On the Edge of Recession?" September 18, 2025:
https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/
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Articles mentioned in this report:
"Valuations Are Extreme: Navigating A Bubble"
https://realinvestmentadvice.com/resources/blog/valuations-are-extreme-navigating-a-bubble/
"Portfolio Risk Management: Accepting The Hard Truth"
https://realinvestmentadvice.com/resources/blog/portfolio-risk-management-accepting-the-hard-truth/
"Meme Markets: Investing vs. Entertainment"
https://realinvestmentadvice.com/resources/blog/meme-markets-investing-vs-entertainment/
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