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Maximizing Financial Growth: Insights on HSAs and Smart Investment Strategies with Shaun Eddy
Manage episode 461626319 series 3634319
תוכן מסופק על ידי Offit Kurman and Linda Ostovitz. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Offit Kurman and Linda Ostovitz או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
In this episode of Real Talk, Real Growth, host Linda Ostovitz welcomes Shaun Eddy, CEO and partner at Oxford Planning Group. Shaun, a certified financial planner with a master's degree in financial analysis, explores the benefits and mechanics of Health Savings Accounts (HSAs). He explains how HSAs can grow tax-deferred and be used for medical expenses, particularly in retirement. The discussion covers the nuances of high-deductible health plans, qualified medical expenses, and the role of employers in contributing to HSAs. Shaun also stresses the importance of financial planning from an early age, tax efficiency, and the value of professional financial advice. The episode also provides practical budgeting tips, reducing credit card debt, and planning for future tax liabilities.
- (00:00) - Maximizing Financial Growth: Insights on HSAs and Smart Investment Strategies with Shaun Eddy
- (00:45) - Welcome and Guest Introduction
- (02:44) - Introduction to HSA Plans
- (03:48) - HSA Contributions and Rollovers
- (05:09) - Qualified Medical Expenses
- (05:53) - Employer Contributions to HSA
- (11:38) - Tax Benefits of HSA
- (14:08) - Tax Planning
- (17:29) - Starting Early with Financial Planning
- (24:43) - Advice for January Financial Planning
- (25:48) - Managing Credit Card Debt
- (27:21) - Conclusion and Final Thoughts
For more information, visit Shaun's website https://oxfordplanning.com
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