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Tag: HSA

  • Newsletter

Bitcoin’s Beta, Policy Ladders & The GETMO Hack

  • November 19, 2024
  • Tagged as: budgeting, crypto, finance newsletter, HSA, investing, life insurance

Happy Tuesday, HTM family! Ever heard of “GETMO”?… It stands for Good Enough To Move On. Very effective workers have this skill — the ability to recognize a “sweet spot” in their projects. It’s not…

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Avatar photo Joel
  • Ask Matt & Joel

Ask Matt & Joel: Can I use HSA funds to pay for healthcare premiums?

  • November 13, 2024
  • Tagged as: health insurance, HSA, index funds, retirement investing, tax advantaged accounts

Today’s question comes from Gabe in Cincinnati, OH!… “Hey guys, I have a question about our favorite investing vehicle, the HSA. My wife was talking to a co-worker the other day who is retiring early,…

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  • Ask Matt & Joel

Ask Matt & Joel: Should I pay medical bills with my credit card or HSA directly?

  • October 15, 2024
  • Tagged as: credit cards, HSA, Life Hacking, roth ira, tax advantaged accounts

This question comes from Derek in Nashville!… “Hey, guys, I had a question today regarding HSA accounts. Is it better to pay for your medical expenses directly with your HSA account? Or should I pay…

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Avatar photo Joel
  • Personal Finance

End of Year Financial Checklist ✅

  • October 7, 2024
  • Tagged as: 401k, charity, credit cards, Daffy, financial aid, health savings account, HSA, insurance, investing, personal finance, rewards cards, roth ira, saving for retirement, saving money, sinking funds, tax refund
End of Year Financial Checklist

It’s that time of year again when the leaves begin falling, holiday plans are being made, and before you know it we’re ringing in the new year! The next few months will fly by, so…

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  • Investing

HSAs: The Triple Tax-Advantaged Way to Boost Your Financial Health

  • May 31, 2024
  • Tagged as: Financial Independence, healthcare alternatives, HSA, index funds, Life Hacking, saving for retirement, tax advantaged
HSA triple tax advantage

Not everyone has access to a Health Savings Account (HSA). But for those that do, if used properly, they are retirement GOLD. It’s because of the HSA triple tax advantage! HSAs get overlooked for a…

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Avatar photo Joel
  • Investing

8 Ways to Access Retirement Funds Early (Without a 10% Penalty)

  • April 4, 2024
  • Tagged as: 401k, compound interest, debt management, Financial Independence, HSA, retire early, roth ira, saving for retirement

I have a confession to make… back in my early 20s I never contributed to my company’s 401k plan. Oh, how naive I was. My main gripe with putting money into retirement accounts was that…

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Joel O'Leary
  • Newsletter

Starting a Biz with $0, Roth Millionaires, & #GirlMath 💅

  • August 29, 2023
  • Tagged as: 401k, budgeting, HSA, investing, money newsletter, personal finance, retirement investing, roth ira
Roth IRA millionaire

Good morning, wealth builders! One day, the sun ☀️ and the wind 💨 had a competition to see who was more powerful… The wind said to the sun, “you see that man down there in…

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Avatar photo Joel
  • Newsletter

Questionable Rewards, Legal Tax Evasion, & Frugal Foodies 😋

  • January 24, 2023
  • Tagged as: 401k, HSA, Life Hacking, personal finance, saving money, taxes
tax advantages retirement accounts

Good morning, wealth builders!! Fill in the blanks… 1) This week I will save money on _______…2) But being frugal allows me to splurge on _______, which I love!3) When my paycheck lands on _______…

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