Episode notes
In this podcast episode, Kevin Thompson, founder and CEO of 9i Capital Group, delves into the intricacies of Health Savings Accounts (HSAs). He discusses their benefits, such as tax advantages and long-term savings potential, and also highlights potential downsides, including high-deductible health plan requirements and the complexity of managing these accounts.
The episode aims to provide listeners with a comprehensive understanding of HSAs to help them make informed decisions about their healthcare finances.
Understanding HSA (00:00:50)
Benefits of HSA (00:03:00)
HSA as Retirement Tool (00:07:10)
Potential Downsides of HSA (00:09:18)
Keywords
financial planninghsataxestax freefinancial literacymlb2cfpfiduciary rulefinancial expert