Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen Xers

Ep 55 Learn to Maximize Your Health Savings Account with Expert Guest Rizek Housari


Listen Later

This episode features Rizek Housari, a Wealth Advisor, Certified Financial Planner, and CPA, discussing the benefits and strategies of using Health Savings Accounts (HSAs). The episode emphasizes the HSA's role not just for immediate medical expenses but as a critical part of a comprehensive financial and retirement strategy.

In the interview Rizek covers: 

  • HSA as a powerful tool for tax saving
  • Eligibility criteria for HSAs 
  • Contribution limits
  • Importance of keeping receipts 
  • Strategic use of HSAs for retirement planning 
  • Common pitfalls to avoid when using an HSA

Connect with Guest Expert, Rizek Housari:

On TikTok 

LinkedIn




Let’s Connect!

Are you ready to kick it up a notch with your savings?

Be sure to join the 90-Day Summer Savings challenge starting June 3rd. Don’t miss out! Register today!!

Are you looking for 1:1 support with your finances?

Schedule a free Budget Break Thru Session to learn more about what coaching can look like for you. On this 30-minute call, we’ll explore your current challenge and how to start making progress forward.

Visit my website to learn more about financial coaching, and who I am, and discover more free resources and events.

Send me your questions, thoughts, and takeaways from the podcast via email [email protected] OR leave me a voice message at SpeakPipe

Start your retirement journey with a complimentary Clarity Connection Call

Download the Retirement Ready Checklist and map out your dream retirement

Learn more about the Retirement Roadmap Session

...more
View all episodesView all episodes
Download on the App Store

Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen XersBy Dalene Higgins - Money Coach, Retirement Coach, CEO

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

29 ratings


More shows like Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen Xers

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,201 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

789 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,983 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,551 Listeners

ChooseFI by ChooseFI

ChooseFI

5,134 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

823 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

666 Listeners

Millionaires Unveiled by Jace Mattinson, CPA

Millionaires Unveiled

893 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,082 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

434 Listeners

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing by Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

888 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,392 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

555 Listeners

Mile High FI Podcast by Doug Cunnington & Carl Jensen

Mile High FI Podcast

200 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

351 Listeners