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Get To It With Grace
Grace Speckman, CFP® | Evans May Wealth
21 episodes
6 days ago
Welcome to “Get to it with Grace”. I'm Grace Speckman, a financial advisor at Evans May Wealth in Carmel, Indiana. I understand firsthand how intimidating, confusing, and complicated investing can feel. In this series, I will break down current market activity, investment strategies, finance jargon... you name it!... in an easy to understand format. So, let’s get to it…
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Investing
Business
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All content for Get To It With Grace is the property of Grace Speckman, CFP® | Evans May Wealth and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to “Get to it with Grace”. I'm Grace Speckman, a financial advisor at Evans May Wealth in Carmel, Indiana. I understand firsthand how intimidating, confusing, and complicated investing can feel. In this series, I will break down current market activity, investment strategies, finance jargon... you name it!... in an easy to understand format. So, let’s get to it…
Show more...
Investing
Business
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Health Savings Accounts: The Triple Tax-Advantaged Secret to Boosting Your Retirement Savings
Get To It With Grace
7 minutes 34 seconds
1 year ago
Health Savings Accounts: The Triple Tax-Advantaged Secret to Boosting Your Retirement Savings

How much do you think, on average, a couple will need to save for healthcare costs in retirement? According to Fidelity, a whopping $315,000 after taxes. And that’s in today’s dollars.


Now, what if you could save for current medical expenses and for retirement in a TRIPLE tax advantaged way? This is one of the most powerful investment vehicles in the tax code, and is often underutilized, misunderstood, and not fully taken advantage of. The health savings account, or HSA. In this episode, I’ll share what an HSA is, who qualifies, and how to leverage its triple tax advantaged benefits.


Let’s get to it… __________________________________________________ Connect with us on the following! - LINKEDIN (Evans May Wealth): https://www.linkedin.com/company/evansmay - LINKEDIN (Grace Speckman): https://www.linkedin.com/in/grace-speckman - INSTAGRAM: https://www.instagram.com/evansmaywealth - FACEBOOK: https://www.facebook.com/evansmaywealth - EMAIL: grace.speckman@evansmay.com __________________________________________________ Disclaimer: Grace Speckman is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

Get To It With Grace
Welcome to “Get to it with Grace”. I'm Grace Speckman, a financial advisor at Evans May Wealth in Carmel, Indiana. I understand firsthand how intimidating, confusing, and complicated investing can feel. In this series, I will break down current market activity, investment strategies, finance jargon... you name it!... in an easy to understand format. So, let’s get to it…