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Saving With Steve

Feb 5, 2022

In this episode of Saving With Steve, host Steve Sexton is joined by Savings Expert for, Lisa Thompson, who has been educating consumers and savvy shoppers for over 10 years, and Kevin Robertson, the Chief Revenue Officer at HSA Bank, a Milwaukee-based bank and health benefits administrator. They discuss:


- 5 small habits that can add up to big savings and help you reach your financial goals for 2022

- Tips and tricks for making the most of your money with the use of health benefits

- How to save for healthcare costs now and in the future, using benefits accounts as a retirement savings tool

- How Americans with chronic health conditions can alleviate cost burdens by pairing HSAs with a high deductible health plan for many medications and other expenses toward preventative care

- How to best manage an HSA account to maximize savings

- Why it is vital for Americans approaching Medicare age to pay attention to the confluence of Medicare Part A, Social Security, and Health Savings Accounts (HSAs)

- How American workers can ensure that benefits don't become a burden with Medicare Part A, Social Security and HSAs with their employer

- Ways that individuals can save for retirement, like taking advantage of retiree reimbursement arrangement (RRA) solutions

- The benefits of utilizing an RRA and how to use it as a tool to save for now and during retirement

- Proactive ways for Americans to take control of their health and wealth


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