098: HSA Tax Advantages with Marty James, CPA

The Guided Retirement Show

Dean Barber에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Dean Barber 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

12M ago 20:06

MP3•에피소드 홈

We’re thrilled to have one of Modern Wealth Management’s newest team members, Marty James, CPA, join Dean Barber on The Guided Retirement Show. This will actually be Marty’s second appearance on the podcast, though. He previously joined Dean to discuss tax planning strategies in August 2022. On this episode, Marty and Dean will talk about some very specific tax strategies when it comes to HSAs.

Marty believes that HSAs are one of the most underutilized and misused part of the tax code. He’s going to explain why that is and how to use your HSA effectively.

In this podcast interview, you’ll learn:

The Misconceptions About HSAs
How to Maximize Your HSA
Examples of Expenses Covered by HSA Plans
Why You Should Look at an HSA as a Retirement Savings Account

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START PLANNING

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/98

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