Martha Shedden is the President and co-founder of the National Association of Registered Social Security Analysts. Tune in to Social Security: Answers From The Experts as Martha and her guests share useful insights into Social Security and retirement planning.
On the show, Martha shares her own expertise in Social Security and retirement planning so that both soon-to-be retirees and financial professionals will gain valuable insights into the many facets of Social Security and answers to questions that they may not even know to be asking. Guests on Social Security: Answers From The Experts include professionals in all aspects of Social Security and retirement planning. Only 4% of retirees make their most optimal Social Security claiming decision. Whether you are approaching retirement or helping clients with Social Security and retirement in your profession, you’ll want to tune in each week for a dynamic conversation and important tips on these topics.
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Martha Shedden is the President and co-founder of the National Association of Registered Social Security Analysts. Tune in to Social Security: Answers From The Experts as Martha and her guests share useful insights into Social Security and retirement planning.
On the show, Martha shares her own expertise in Social Security and retirement planning so that both soon-to-be retirees and financial professionals will gain valuable insights into the many facets of Social Security and answers to questions that they may not even know to be asking. Guests on Social Security: Answers From The Experts include professionals in all aspects of Social Security and retirement planning. Only 4% of retirees make their most optimal Social Security claiming decision. Whether you are approaching retirement or helping clients with Social Security and retirement in your profession, you’ll want to tune in each week for a dynamic conversation and important tips on these topics.
Ep29: Health And Financial Wellbeing Are Connected - Learn About The Triple Tax Advantage Of Health Savings Accounts
Social Security: Answers From The Experts
50 minutes
3 years ago
Ep29: Health And Financial Wellbeing Are Connected - Learn About The Triple Tax Advantage Of Health Savings Accounts
Health And Financial Wellbeing Are Connected - Learn About The Triple Tax Advantage Of Health Savings Accounts
Welcome to episode #29 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Kevin Robertson and they breakdown everything you need to know about Health Savings Accounts (HSAs), and how this type of account can give you tax savings and come in handy for future health costs that you’re sure to face.
Kevin Robertson serves as Senior Vice President, Chief Revenue Officer, where he is responsible for leading the growth strategy and organization at HSA Bank. Kevin has worked for HSA Bank since 2015 and has more than 20 years of experience in banking, insurance, and financial services. He is well versed in issues related to Social Security, health savings accounts, benefits, and retirement.
Here is what to expect on this week’s show:
A breakdown of what exactly a Health Savings Account is and how it can offer you impressive tax savings.
When exactly would you have had to join a HSA to see the best results for your money and why?
How it is the HSAs cover close to 70 million Americans.- What age should pre-retirees start thinking about joining an HSA for themselves?
How can one use an HSAs to build more savings through self directed investment options?
What should employers know about HSA programs?
The implications for people creating a HSA account for themselves in different personal situations.
Where one can go to learn more about if an HSA is right for them, to do some quick personal financial calculations, and understand this unique retirement option fully.
Relevant Links:
https://www.hsabank.com/hsabank/homepage
Connect with Kevin and HSA Bank:
LinkedIn: https://www.linkedin.com/in/kevin-robertson-a8b3a57/
Twitter: https://www.twitter.com/hsabank
Facebook: https://www.facebook.com/hsabank
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Social Security: Answers From The Experts
Martha Shedden is the President and co-founder of the National Association of Registered Social Security Analysts. Tune in to Social Security: Answers From The Experts as Martha and her guests share useful insights into Social Security and retirement planning.
On the show, Martha shares her own expertise in Social Security and retirement planning so that both soon-to-be retirees and financial professionals will gain valuable insights into the many facets of Social Security and answers to questions that they may not even know to be asking. Guests on Social Security: Answers From The Experts include professionals in all aspects of Social Security and retirement planning. Only 4% of retirees make their most optimal Social Security claiming decision. Whether you are approaching retirement or helping clients with Social Security and retirement in your profession, you’ll want to tune in each week for a dynamic conversation and important tips on these topics.
