• Should You Switch to a Health Care Plan with an HSA?

  • 2025/02/28
  • 再生時間: 9 分
  • ポッドキャスト

Should You Switch to a Health Care Plan with an HSA?

  • サマリー

  • A health savings account can be an incredibly powerful tool for tax-advantaged savings but not every health plan includes that option. Is it worth switching your plan for one that allows you to contribute to an HSA?

    In the latest episode of Money Wisdom, Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® tackle a listener's question about HSAs and walk you through a few of the things you need to know before you switch plans. With rising health care costs and the complexities of health insurance, understanding HSAs and whether they are the right choice for you is crucial.

    Here’s what we discuss in this episode:

    0:00 – Today’s question

    0:53 – What is an HSA?

    2:09 – Qualifying for HSA

    3:14 – Something to keep in mind

    4:22 – Which health plan is right for you?

    6:39 – Investing in HSA

    Our website: https://johnsonbrunetti.com/

    Phone: 800-208-7233

    Contact our team: https://johnsonbrunetti.com/contact-us/

    Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form

    Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/

    Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/

    Check us out on YouTube: https://bit.ly/3CcAzai

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あらすじ・解説

A health savings account can be an incredibly powerful tool for tax-advantaged savings but not every health plan includes that option. Is it worth switching your plan for one that allows you to contribute to an HSA?

In the latest episode of Money Wisdom, Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® tackle a listener's question about HSAs and walk you through a few of the things you need to know before you switch plans. With rising health care costs and the complexities of health insurance, understanding HSAs and whether they are the right choice for you is crucial.

Here’s what we discuss in this episode:

0:00 – Today’s question

0:53 – What is an HSA?

2:09 – Qualifying for HSA

3:14 – Something to keep in mind

4:22 – Which health plan is right for you?

6:39 – Investing in HSA

Our website: https://johnsonbrunetti.com/

Phone: 800-208-7233

Contact our team: https://johnsonbrunetti.com/contact-us/

Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form

Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/

Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/

Check us out on YouTube: https://bit.ly/3CcAzai

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