That Financial Guy
That Financial Guy is a podcast dedicated to making financial planning and investing easy to understand and to implement. Keith and Jack Wilson are practicing financial advisors who own a financial planning firm, Wilson Financial Advisors. They are a father and son team "spreading a wealth of information" helping you along your personal finance journey. Whether its personal finance including investments, retirement planning, estate planning, financial planning, college funding, budgeting and more you will find it here! Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
That Financial Guy
Ep#24 HSA, The Right Way!
In this episode, we’re diving into the world of Health Savings Accounts (HSA)—one of the most powerful yet often misunderstood financial tools. We’ll break down how to maximize your HSA benefits, common mistakes to avoid, and strategies to turn your account into a long-term wealth-building asset.
Join us as we discuss:
✔️ Who qualifies for an HSA and why it matters
✔️ The best ways to save, invest, and spend your HSA funds
✔️ Tax advantages and how to make the most of them
✔️ Why your HSA could be a secret retirement powerhouse
Whether you're new to HSAs or looking to fine-tune your approach, this episode will give you the practical tips and insights you need to make smarter healthcare and financial decisions.
🎧 Tune in now and take control of your retirement savings!
Let me know what you think! Leave your comments and questions here: keith.wilson@lpl.com
Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...
For more resources: 👉 https://wfa-nc.com/insights
📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...
To schedule a complimentary consultation with me: 👉https://go.oncehub.com/keithwilson1
Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...
For more resources: 👉 https://wfa-nc.com/insights
📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...
To schedule a complimentary consultation with me: 👉...