Everyone wants their dreams to come true.
And everyone wants to make sense
of their money.
Let’s make sense of your money.
Financial planning is hard. Having an expert to guide you is important. Whether you are making decisions about retirement or how to organize your health plan enrollment, considering taking some time to watch these informational (and fun!) videos explaining how much you actually need for retirement, how you can best use a Health Savings Account (HSA), and how an HSA is actually a terrific retirement planning tool.
The Truth about how much you need to retire
Learn about a simple way to calculate how much you need to retire. Also, genies in real life aren’t like they are in the movies!
Advantages of an HSA
Learn about the many advantages of having an HSA. Boom, problem solved! Yay!
Shoeboxing your HSA receipts
In this video, learn how to best use your HSA. Also, how to really confuse a shoe salesman!
Importance of an HSA Beneficiary
Learn how important it is to name a beneficiary of your HSA. Seriously!
An HSA is Better
than an FSA
In this video you will learn about the key differences between an HSA and an FSA. Also, don’t sit next to these guys at the coffee shop.
Medicare is a great reason you need the HSA
Learn why having an HSA can help you when it comes time to join Medicare. Also, meet Benjamin Franklin’s doppelganger.
Read more about HSAs and Medicare
Special thanks to Jeff Ash and his team at Westside Productions
and to the performers of Westside Improv for their work on these videos.