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The Executive Financial Planning Podcast
Balanced Wealth Group
44 episodes
3 days ago
Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.
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Investing
Business
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All content for The Executive Financial Planning Podcast is the property of Balanced Wealth Group 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.
Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.
Show more...
Investing
Business
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HSA vs. Traditional: The Health Plan Showdown
The Executive Financial Planning Podcast
24 minutes 55 seconds
1 month ago
HSA vs. Traditional: The Health Plan Showdown

Do you tend to choose the same health plan year after year without really knowing what's best for you and your family? In this episode, host Matt Daugherty dives into the showdown between high-deductible health plans with Health Savings Accounts (HSAs) and traditional health plans. Matt gives real life examples to help you analyze the pros and cons of each!

The Executive Financial Planning Podcast
Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.