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How to Money

Ask HTM - iPhone Upgrades, Burden of the Gift Tax, & A Potential HSA ‘Gotcha’ #835

How to Money

iHeartPodcasts

Business, Investing, Education

4.63.2K Ratings

🗓️ 3 June 2024

⏱️ 61 minutes

🧾️ Download transcript

Summary

Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you might think it is, we want to hear it!

 

1 - Who is on the hook for paying gift tax when money is given away to an individual?

2 - What should I do with my old 401k as I’m starting a program that doesn’t offer a 401k?

3 - Are medical expenses that are incurred outside of a HDHP window still eligible to be reimbursed by an HSA?

4 - Where should I go if I’m looking to make an affordable iPhone upgrade?

 

Want more How To Money in your life? Here are some additional ways to get ahead with your personal finances:

  • Knowing your ‘money gear’ is a crucial part of your personal finance journey. Start here. 
  • Sign up for the weekly HTM newsletter. It’s fun, free, & practical.
  • Join a thriving community of fellow money in the HTM Facebook group.
  • Find the best credit card for you with our new credit card tool!
  • Massively reduce your cell phone bill each month by switching to a discount provider like Mint Mobile.

 

During this episode we enjoyed a Danish Pilsner by Carlsberg! And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money!

 

Best friends out!

See omnystudio.com/listener for privacy information.

Transcript

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0:00.0

Last season, millions tuned into the betrayal podcast to hear a shocking story of deception.

0:05.0

I'm Andrea Gunning, and now we're sharing an all new story of betrayal.

0:09.8

Justin Rutherford, Dr, father, family man.

0:14.0

It was the perfect cover to hide behind.

0:16.8

Detective Weaver said, I'm sure you know why we're here.

0:20.9

I was like, what in the world is going on.

0:23.0

Listen to betrayal on the I-Heart radio app, Apple Podcasts,

0:27.0

or wherever you get your podcasts.

0:30.0

It's brand new, season two.

0:32.0

I'm Marissa Thalberg. I'm Stephen Wolfedadam and we're excited to be back having bigger voter and always real conversations.

0:39.0

Straight from the C-suite front lines of marketing media and more.

0:42.0

We have great friends joining from people you may know like Wilbur-Valdorama and Bobby Burke.

0:46.8

And people you'll want to know.

0:48.4

So grab a coffee or hey, even an aperil spritz and come join us on America's number one podcast network, I-Heart.

0:54.8

Listen to brand new on the I-Heart radio app, Apple Podcasts, or wherever you get your

0:59.2

podcasts. A new season of Bridgerton is here and with it a new season of Bridgerton the

1:06.8

official podcast I'm your host Gabby Collins and this season we are bringing

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fans even deeper into the ton.

1:13.7

Watch season three of the Shandaland series on Netflix.

1:17.1

Then fall in love all over again by listening to Bridger Tim the official podcast

1:22.3

on the I-Heart Radio app app Apple Podcasts or wherever you get your

1:25.6

podcasts. Subscribe to catch a new episode every Thursday.

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