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Financial Residency

Feb 27, 2018

We discuss in depth what is an HSA and who qualifies for an HSA. If you have a high deductible health plan (HDHP), you could qualify to open an HSA, which could be used as a great financial planning tool for healthcare related costs in retirement.

Shobin Uralil and I tackle the terminology that you need to know to...


Feb 23, 2018

Time to answer listener questions about HSA’s, 529’s and investing. Enjoy!

If you have a question keeping you up at night and would like to be featured on the podcast, click here to record your question today.

Some of the questions featured on this episode are listed below.

1. Do you have any tips for how to save...


Feb 6, 2018

In this episode, we cover the best ways to travel and the best credit cards. While some of this may have sounded like a paid endorsement for Chase credit cards (it wasn’t ☺), they really do just provide the most benefit when used together. 

Holly Johnson joins in to tell us how she searches and finds the best deals...