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Wealth Talks

With a special emphasis on finances we talk about things that create wealth in your life. It's like a dinner table conversation once a week.
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Now displaying: Category: Saving
May 3, 2023

In our rapidly changing era, saving and preparing for tomorrow has never been more important. But saving in today’s world can be difficult, especially where cost of living is high such as in New York or San Francisco, or when a market swing could wipe out a lot of your savings. Today on WealthTalks – hear the tips and principles you need to save in a way that can build sustainable wealth for your future.

 Resources  10-20-70 Worksheet, Life Benefits Store, WealthTalks.com

Jan 22, 2019

There’s a lot of “alphabet soup” 👀 surrounding HRAs (Health Reimbursement Arrangements), HSAs (Health Savings Accounts) and FSAs (Flexible Spending Accounts)…even people who are really smart managing money don’t always realize the potential of using these tools to save money.

When it comes to HRAs there’s a traditional 105 HRA and also the QSEHRA which provides great options for small business employers & employees. Now there are some new plans on the horizon for 2020 like the ICHRA and EBHRA.

Listen closely as special guest Jack Hooper from Take Command Health clears up the “alphabet soup” around all these tools so you can successfully navigate this part of your financial world and save more money than you ever thought possible.💰

Resource Links from Take Command Health:

Small Business HRA Strategy Guide - Blog

Impact of the New Proposed HRAs (ICHRA and EBHRA) - Blog

QSEHRAs for Small Business Owners - How to Start

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