Self-Directed HSA: It's Enrollment Time episode artwork

EPISODE · Oct 30, 2025 · 21 MIN

Self-Directed HSA: It's Enrollment Time

from Directed IRA Podcast · host Mat Sorensen and Mark Kohler

In this episode, Mat Sorensen and Mark J. Kohler dive into one of the most underrated wealth-building tools out there: the Health Savings Account (HSA). With open enrollment around the corner, it’s the perfect time to rethink your healthcare strategy and unlock the triple-tax advantages of this incredible account.Mat and Mark break down how an HSA can save you thousands in taxes, how to qualify for one, and how to self-direct your HSA into assets you actually believe in. From real estate and crypto to precious metals and private businesses, they share real examples, walk through contribution rules, and reveal how to make your HSA a long term investment vehicle that can cover everything from braces to retirement healthcare costs, completely tax free.Whether you’re an entrepreneur, investor, or just someone tired of overpaying for insurance, this episode will open your eyes to the power of the HSA and why it should be part of your wealth strategy today.Chapters: 0:06 - Why HSAs Matter Now0:25 - High Deductibles And Real Costs0:55 - Self-Directing Your HSA1:17 - The Triple Tax Advantage Explained2:46 - Real-World Growth Examples4:06 - Level One Vs Level Two HSA6:10 - Contribution Limits And Deadlines8:16 - Contribute Early For More Growth 9:12 - Getting HSA-Eligible Insurance11:14 - Last Month Rule And Plan Changes12:17 - Catch-Up Contributions After 5513:22 - Choosing The Right HSA Provider14:47 - Steps To Set Up And Fund16:33 - What You Can Invest In18:21 - Reimbursements And Qualified Expenses20:11 - Wrap-Up, Resources, And DisclaimersFor questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Episode metadata supplied by the publisher feed · Published Oct 30, 2025

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In this episode, Mat Sorensen and Mark J. Kohler dive into one of the most underrated wealth-building tools out there: the Health Savings Account (HSA). With open enrollment around the corner, it’s the perfect time to rethink your healthcare strategy and unlock the triple-tax advantages of this incredible account. Mat and Mark break down how an HSA can save you thousands in taxes, how to qualify for one, and how to self-direct your HSA into assets you actually believe in. From real estate an...

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Self-Directed HSA: It's Enrollment Time

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