The Most Underutilized Account wi...

The Most Underutilized Account with a Triple Tax Benefit | Ep 2

Between Cases by Kyle Lottman, CFA, CMT, CPA
S1 · E2
Jun 9, 2026
09:57

Episode notes

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.

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Keywords

Physician Finance
taxes
investing
retirement
financial planning
HSA