Everything You Need to Know About the Health Savings Account (HSA) with Danielle Kunkle-Roberts
The His and Her Money Show
Talaat and Tai McNeely
4.9 • 1.2K Ratings
🗓️ 13 July 2020
⏱️ 33 minutes
🧾️ Download transcript
Summary
This episode discusses an area of your personal finance journey that has been overlooked. We are joined by Danielle Kunkle-Roberts to discuss the Health Savings Account and the benefits of opening one at any point in your financial journey.
Danielle is co-owner of Boomer Benefits, a licensed insurance agency that helps Baby Boomers navigate their entry into Medicare.
Health Savings Accounts or HSA's are a great savings tool to put aside the necessary money for Medicare and what it's going to cost you in your retirement.
An HSA is an account that you can open when you have a qualifying high deductible health insurance plan that you can deposit money into tax-free that grows over time with interest that you can use to pay for qualified medical expenses.
Transcript
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| 0:00.0 | This is the His and Her Money Show, where we show you how to have better money, be a better couple, and live a better life. |
| 0:11.0 | Now, here are your hosts, Talent and Time McNeely. |
| 0:15.0 | Welcome back to another fantastic edition of the His and Her Money show |
| 0:19.0 | where we're helping you to get better money, become a better couple, and live a better life. |
| 0:25.0 | Listen, we are going full education mode on this episode, man, because there are different ways |
| 0:31.8 | by which this personal finance journey has been overlooked and not used properly. |
| 0:38.8 | There are tons of resources out there that are available to us that A, we're either ignorant about or B, don't |
| 0:47.0 | know how to use the right way. |
| 0:49.2 | One of those is the Help Savings Account, an HSA. |
| 0:53.4 | And we know that this is something that people have had lots of questions about, curious |
| 0:57.0 | about, and so we want to create an episode about. |
| 1:00.0 | And to help us to do that, we have an expert on the matter by the name of Danielle Kunkel Roberts, |
| 1:04.8 | who is here to educate us on what the HSA is and how we can use it to our benefit. |
| 1:11.8 | So let's get Danielle on so we can learn about this and put it to action. |
| 1:17.3 | Hey Danielle, welcome to the His and Her Money Show. |
| 1:20.3 | Hello Daniel. |
| 1:21.3 | Hey guys, how are you today? Thanks for having me. |
| 1:24.0 | We are super glad to have you here because you have a knowledge base on a particular topic that |
| 1:29.3 | a lot of people have heard of, but they are not well versed on it so they're not able to make |
| 1:35.0 | intelligent informed decisions around it so we were super thrilled to get you |
| 1:39.1 | on to help us all come up in our understanding of health savings accounts. |
| 1:44.8 | But before we get into that, |
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