It’s no secret that health care costs continue to rise – if you pay your health insurance premiums each month, you know what I mean. Picking the right health insurance matters greatly to your health and your bank account.
On this episode, I had a chat with Kim Buckey, VP of client services at DirectPath, to find out how much cash you could be saving or you m ... Show More
Jun 2
Why Your Budget Keeps Failing — And the Automatic System That Actually Works
Budgeting has a branding problem. For a lot of people, it feels restrictive, shame-filled, tedious, and honestly kind of like financial punishment. But what if the problem is not you? What if the problem is that what you’ve been calling budgeting is really just tracking where you ... Show More
33m 30s
May 27
What Is a Roth Conversion — And How Can You Do It Wrong?
Roth conversions sound smart. Tax-free growth, tax-free withdrawals later, more flexibility in retirement — what’s not to like? Well… the tax bill today. That part. In this episode, Shari Rash, founder of GWA Wealth, breaks down what a Roth conversion actually is, how it works, a ... Show More
43m 40s
May 22
The Tax Strategy High Earners Are Missing: How to Stop Playing Defense With the IRS
Taxes are not just something you deal with once a year when it is time to file. For high earners, business owners, and investors, taxes are part of the bigger wealth-building strategy. In this episode, Shari Rash talks with CPA and tax strategist Catrina M. Craft about how to sto ... Show More
42m 13s
Jun 2021
8 Money-Saving Health and Fitness Tips You Shouldn't Miss
Did you know that you can strategically save money and make healthy life choices? Money Girl explains how to take advantage of pandemic relief that puts money in your pocket, use medical savings accounts, claim tax deductions, and find less expensive healthcare insurance for you ... Show More
20m 57s
Jun 2024
Ask HTM - iPhone Upgrades, Burden of the Gift Tax, & A Potential HSA ‘Gotcha’ #835
<p>Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step g ... Show More
51m 48s
Nov 2023
Self-Employed? How to Find Affordable Health Insurance
Laura interviews Tom Morrissey, Founder of Healthy Business Group (HBG), an innovative healthcare benefit solution for businesses and solopreneurs, about ways to save money on health insurance.Money Girl is hosted by Laura Adams. A transcript is available at Simplecast.Have a mon ... Show More
32m 57s
Nov 2023
Navigating Open Enrollment: Choosing the Best Health Insurance and Other Benefits in 2024
#140: A deep dive into health insurance and other benefits you’ll need to make decisions about during your upcoming open enrollment. We’ll cover health plans in depth, but also dental, vision, HSAs, FSAs, employer life insurance and more. Link to Full Show Notes: https://www.allt ... Show More
42m 28s