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Retirement Made Simple
Kevin Lum, CFP®
22 episodes
2 days ago
RETIREMENT MADE SIMPLE is a retirement podcast about planning for retirement without worry, but it’s about more than simply the tools to retire. It’s about taking control of your financial future so you can live your retirement on purpose. We are going to reveal the secrets of financial world and answer your questions about your 401k, life insurance and all the other confusing money things. Our goal is to help you have more clarity and confidence about your money — so you can enjoy your retirement without worry.
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Investing
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All content for Retirement Made Simple is the property of Kevin Lum, CFP® 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.
RETIREMENT MADE SIMPLE is a retirement podcast about planning for retirement without worry, but it’s about more than simply the tools to retire. It’s about taking control of your financial future so you can live your retirement on purpose. We are going to reveal the secrets of financial world and answer your questions about your 401k, life insurance and all the other confusing money things. Our goal is to help you have more clarity and confidence about your money — so you can enjoy your retirement without worry.
Show more...
Investing
Business
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A Beginners Guide to Using an HSA as a Secret Retirement Account
Retirement Made Simple
8 minutes 7 seconds
3 years ago
A Beginners Guide to Using an HSA as a Secret Retirement Account

In today’s episode I want to explain one of the most overlooked strategies for both reducing your taxable income and investing for the future.   In fact, I’m going to show you how you can get a tax deduction today and allow the money to grow tax deferred for years and then take out the money tax free.  You can find a list of expenses that qualify for a health savings account expenditure here: https://livelyme.com/whats-eligible/ Also, Lively is my favorite HSA provider because of their investment options and ease of use. I have no financial relationship with Lively I'm just a fan. https://livelyme.com 

Website //  https://foundryfinancial.org

Facebook // facebook.com/retirementpodcast

Retirement Made Simple
RETIREMENT MADE SIMPLE is a retirement podcast about planning for retirement without worry, but it’s about more than simply the tools to retire. It’s about taking control of your financial future so you can live your retirement on purpose. We are going to reveal the secrets of financial world and answer your questions about your 401k, life insurance and all the other confusing money things. Our goal is to help you have more clarity and confidence about your money — so you can enjoy your retirement without worry.