Between Cases
Stagione 1
The Most Underutilized Account with a Triple Tax Benefit | Ep 2
di Kyle Lottman, CFA, CMT, CPA
There are many people with an HSA but the majority are missing out on how to fully leverage it. This episode covers how physicians, whether self-employed or employed can benefit from using this account to build wealth. It's rare that an account offers a triple tax benefit and this is one of those. If you would like to submit questions for future episodes, you can email Kyle directly at kyle@elevatecapitaladvisors.com Click Here => To Book a meeting with Kyle Lottman, CFA, CMT, CPA Follow me on social: X | LinkedIn
Welcome to my first episode of Between Cases! I'm your host Kyle Lottman and this is the start of my journey sharing helpful information and stories with physicians on the podcast platform. In this episode I share my background and my journey to the role that I'm in now. My hope is that you will find value in this information and it will give you confidence in your finances. Please share with a coworker, family or friend if you find this information to be helpful. Looking forward to sharing this journey with you. If you would like to submit questions for future episodes, you can email Kyle directly at kyle@elevatecapitaladvisors.com Click Here => To Book a meeting with Kyle Lottman, CFA, CMT, CPA Follow me on social: X | LinkedIn