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Wealthy After 40: Personal Finance, Financial Freedom, Debt Payoff, and Retirement Savings for Gen Xers
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Ep 55 Learn to Maximize Your Health Savings Account with Expert Guest Rizek Housari
Manage episode 416934187 series 3568591
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This episode features Rizek Housari, a Wealth Advisor, Certified Financial Planner, and CPA, discussing the benefits and strategies of using Health Savings Accounts (HSAs). The episode emphasizes the HSA's role not just for immediate medical expenses but as a critical part of a comprehensive financial and retirement strategy.
In the interview Rizek covers:
- HSA as a powerful tool for tax saving
- Eligibility criteria for HSAs
- Contribution limits
- Importance of keeping receipts
- Strategic use of HSAs for retirement planning
- Common pitfalls to avoid when using an HSA
Connect with Guest Expert, Rizek Housari:
Let’s Connect!
Are you ready to kick it up a notch with your savings?
Be sure to join the 90-Day Summer Savings challenge starting June 3rd. Don’t miss out! Register today!!
Are you looking for 1:1 support with your finances?
Schedule a free Budget Break Thru Session to learn more about what coaching can look like for you. On this 30-minute call, we’ll explore your current challenge and how to start making progress forward.
Visit my website to learn more about financial coaching, and who I am, and discover more free resources and events.
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