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Rules for Using a Health Savings Account (HSA) as a Couple

Rules for Using a Health Savings Account (HSA) as a Couple

Whether you’re married or have a domestic partner, Laura clarifies the IRS rules for opening, contributing, and spending your HSA.

HSA Hacks–How to Optimize Your Health Savings Account

HSA Hacks–How to Optimize Your Health Savings Account

Understanding HSA rules and spending strategies can help you maximize their triple tax benefits.

HSAs in 2024–Understanding Changes and Maximizing Benefits
HSA

HSAs in 2024–Understanding Changes and Maximizing Benefits

Understand the unique benefits of an HSA and rule changes for 2024.

Can an HSA Also Be an Emergency Fund?

Can an HSA Also Be an Emergency Fund?

On this episode of DIY Money, Quint and Allie talk about utilizing an HSA as a backup emergency fund.

How to Open an HSA (and Why You Should Consider it!) - Money Q&A
HSA

How to Open an HSA (and Why You Should Consider it!) - Money Q&A

In this episode of the Personal Finance Podcast, we're going to answer these questions: How do I open an HSA? How Do You Transfer Funds from One Br…

09.12.23  Open Enrollment & The New HSA  /   WARNING: The Many Faces of Private Placement Investing

09.12.23 Open Enrollment & The New HSA / WARNING: The Many Faces of Private Placement Investing

As the enrollment period for health insurance approaches, an underused option offers new opportunity involving the best savings plan offered in Ameri…

HSA Savings and DIY Money Steps

HSA Savings and DIY Money Steps

On this episode of DIY Money, Quint and Daniel rehash the DIY Money steps and talk about building in an HSA to your financial plan.

"I Don't Qualify for a Roth IRA or an HSA - What Should I Do?"

"I Don't Qualify for a Roth IRA or an HSA - What Should I Do?"

How do you navigate through the Financial Order of Operations if you don't qualify for a Roth IRA or an HSA? We'll walk you through that question an…

Using an HSA for Retirement

Using an HSA for Retirement

On this episode of DIY Money, Logan and Daniel talk about calculating retirement needs while factoring in an HSA.

Should You Max Out Your Roth IRA or HSA? (Money Q&A)

Should You Max Out Your Roth IRA or HSA? (Money Q&A)

In this episode of the Personal Finance Podcast, we're gonna answer the question, should you max out your Roth IRA or your HSA? How Andrew Can Help …

Ask HTM - Hanging Onto A Car Loan, Small Purchases That Spark Joy, & Maximizing HSA Benefits #664

Ask HTM - Hanging Onto A Car Loan, Small Purchases That Spark Joy, & Maximizing HSA Benefits #664

We’re kicking off the week by answering listener questions! And if you have a question that you’d like for us to answer on the show, we’d love for yo…

02.13.23  Go Get Higher Savings Yields  /  Your Continuity Of Healthcare

02.13.23 Go Get Higher Savings Yields / Your Continuity Of Healthcare

Clark recently talked about getting the best rate on your savings through online banks and credit unions. Today, he follows up with what brokerage ho…

What's the Best Way to Use an HSA?
HSA

What's the Best Way to Use an HSA?

Did you know that 96% of people aren't using HSAs to their fullest? So what's the best way to use your HSA? We'll walk you through that question and…

10.27.22  Car Buying Forecast And An Alternative  /   Back to Basics - HSA vs. FSA

10.27.22 Car Buying Forecast And An Alternative / Back to Basics - HSA vs. FSA

The car market is gradually healing but we’re not there yet. Clark gives a timeline on availability, affordability, and a potential alternative to bu…

How to Maximize Your Health Savings Account (HSA) Benefits

How to Maximize Your Health Savings Account (HSA) Benefits

I’ll review how to know if your health plan qualifies for an HSA and strategies to maximize its benefits.

WCI #284: HSAs, 529s, and Donor Advised Funds

WCI #284: HSAs, 529s, and Donor Advised Funds

Dr. Dahle and Dr. Spath tackle your questions around HSAs—specifically the reimbursement process and if you can reimburse yourself for past expenses …

HSA Rollovers | How To Do It And What To Know
HSA

HSA Rollovers | How To Do It And What To Know

HSA Rollovers can be helpful to move an old HSA account to a new provider, but there are rules you need to follow!

Friday Flight - Idiotic Surveys, Side Hustle Superpowers, & Underutilized HSAs #576

Friday Flight - Idiotic Surveys, Side Hustle Superpowers, & Underutilized HSAs #576

Time for our Friday Flight! These episodes are a sampling of the week’s financial news and the impact on your personal finances. There are a lot of h…

HSA's EXPLAINED - Best Ways to Use Your Health Savings Account!

HSA's EXPLAINED - Best Ways to Use Your Health Savings Account!

HSA's can be tricky since they're used for a variety of reasons - so what's the best way to use your Health Savings Account? We'll walk you through …