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Should I Invest in My Health Savings Account?

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Manage episode 419828770 series 2653925
Content provided by Scott Frank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Frank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Are you using your Health Savings Account to its full potential? HSAs are great for covering immediate healthcare costs, but with careful planning, they can also become a strategic part of your long-term wealth plan. This week, Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, take on HSAs, sharing the ins and outs of eligibility, their triple tax benefits, and how it can become a vital nest egg for end-of-life care later on.

HSAs were created to help offset the cost of healthcare, so start letting your account do the work! Scott and Meg’s insights help clear the confusion around HSAs, giving listeners actionable advice to help them decide on future plans. Let’s face it—the world won’t get any cheaper. Investing in an HSA is an opportunity to protect your financial future.

Ready to learn more?

Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial.

  continue reading

204 episodes

Artwork
iconShare
 
Manage episode 419828770 series 2653925
Content provided by Scott Frank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Frank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Are you using your Health Savings Account to its full potential? HSAs are great for covering immediate healthcare costs, but with careful planning, they can also become a strategic part of your long-term wealth plan. This week, Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, take on HSAs, sharing the ins and outs of eligibility, their triple tax benefits, and how it can become a vital nest egg for end-of-life care later on.

HSAs were created to help offset the cost of healthcare, so start letting your account do the work! Scott and Meg’s insights help clear the confusion around HSAs, giving listeners actionable advice to help them decide on future plans. Let’s face it—the world won’t get any cheaper. Investing in an HSA is an opportunity to protect your financial future.

Ready to learn more?

Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial.

  continue reading

204 episodes

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