Ep 55 Learn to Maximize Your Health Savings Account with Expert Guest Rizek Housari episode artwork

EPISODE · May 7, 2024 · 26 MIN

Ep 55 Learn to Maximize Your Health Savings Account with Expert Guest Rizek Housari

from Wealthy After 40: Retirement Ready, Financial Freedom, Budgeting, Saving, Debt · host Dalene Higgins

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 savingEligibility criteria for HSAs Contribution limitsImportance of keeping receipts Strategic use of HSAs for retirement planning Common pitfalls to avoid when using an HSAConnect with Guest Expert, Rizek Housari:On TikTok LinkedInLet’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.What topic or question would you love answered on the podcast?Not sure what you need to do to make retirement happen? Let’s identify your priorities and next steps in a Retirement Strategy Session. Book your session today.Looking to learn more about being retirement ready?Join the Facebook community Retirement Ready Hub to continue the conversation and learn how to accelerate your retirement progress.Wondering where your money actually goes each month? Get real answers on a money clarity call. Book yours today.Connect with meFacebook:  https://www.facebook.com/dalene.higgins/

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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 savingEligibility criteria for HSAs Contribution limitsImportance of keeping receipts Strat...

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Ep 55 Learn to Maximize Your Health Savings Account with Expert Guest Rizek Housari

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This episode was published on May 7, 2024.

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