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Maximizing Financial Growth: Insights on HSAs and Smart Investment Strategies with Shaun Eddy
Manage episode 461626319 series 3634319
Innhold levert av Offit Kurman and Linda Ostovitz. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Offit Kurman and Linda Ostovitz eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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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