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In this episode, Mat Sorensen and Mark J. Kohler dive into one of the most underrated wealth-building tools out there: the Health Savings Account (HSA). With open enrollment around the corner, it’s the perfect time to rethink your healthcare strategy and unlock the triple-tax advantages of this incredible account.
Mat and Mark break down how an HSA can save you thousands in taxes, how to qualify for one, and how to self-direct your HSA into assets you actually believe in. From real estate and crypto to precious metals and private businesses, they share real examples, walk through contribution rules, and reveal how to make your HSA a long term investment vehicle that can cover everything from braces to retirement healthcare costs, completely tax free.
Whether you’re an entrepreneur, investor, or just someone tired of overpaying for insurance, this episode will open your eyes to the power of the HSA and why it should be part of your wealth strategy today.
Chapters:
0:06 - Why HSAs Matter Now
0:25 - High Deductibles And Real Costs
0:55 - Self-Directing Your HSA
1:17 - The Triple Tax Advantage Explained
2:46 - Real-World Growth Examples
4:06 - Level One Vs Level Two HSA
6:10 - Contribution Limits And Deadlines
8:16 - Contribute Early For More Growth
9:12 - Getting HSA-Eligible Insurance
11:14 - Last Month Rule And Plan Changes
12:17 - Catch-Up Contributions After 55
13:22 - Choosing The Right HSA Provider
14:47 - Steps To Set Up And Fund
16:33 - What You Can Invest In
18:21 - Reimbursements And Qualified Expenses
20:11 - Wrap-Up, Resources, And Disclaimers
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Other:
Mat Sorensen: https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com
By Mat Sorensen and Mark Kohler4.7
163163 ratings
In this episode, Mat Sorensen and Mark J. Kohler dive into one of the most underrated wealth-building tools out there: the Health Savings Account (HSA). With open enrollment around the corner, it’s the perfect time to rethink your healthcare strategy and unlock the triple-tax advantages of this incredible account.
Mat and Mark break down how an HSA can save you thousands in taxes, how to qualify for one, and how to self-direct your HSA into assets you actually believe in. From real estate and crypto to precious metals and private businesses, they share real examples, walk through contribution rules, and reveal how to make your HSA a long term investment vehicle that can cover everything from braces to retirement healthcare costs, completely tax free.
Whether you’re an entrepreneur, investor, or just someone tired of overpaying for insurance, this episode will open your eyes to the power of the HSA and why it should be part of your wealth strategy today.
Chapters:
0:06 - Why HSAs Matter Now
0:25 - High Deductibles And Real Costs
0:55 - Self-Directing Your HSA
1:17 - The Triple Tax Advantage Explained
2:46 - Real-World Growth Examples
4:06 - Level One Vs Level Two HSA
6:10 - Contribution Limits And Deadlines
8:16 - Contribute Early For More Growth
9:12 - Getting HSA-Eligible Insurance
11:14 - Last Month Rule And Plan Changes
12:17 - Catch-Up Contributions After 55
13:22 - Choosing The Right HSA Provider
14:47 - Steps To Set Up And Fund
16:33 - What You Can Invest In
18:21 - Reimbursements And Qualified Expenses
20:11 - Wrap-Up, Resources, And Disclaimers
For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/
Other:
Mat Sorensen: https://matsorensen.com
Mark J. Kohler: https://markjkohler.com/
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com

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