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In episode 92 of “The JoyPowered® Workspace Podcast,” JoDee and Susan discuss Health Savings Accounts (HSAs) with Kim Walker from FORUM Credit Union and Brea Dantin of ProCourse Fiduciary Advisors. Topics include why you should contribute to an HSA, how you should use an HSA, hurdles in getting better HSA utilization, and hidden gems you should know about with HSAs.

Health savings accounts were created in 2003 so that individuals covered by high-deductible health plans could receive tax-preferred treatment of money saved for medical expenses. Kim Walker joins the podcast to discuss more about what health savings accounts are, why people should contribute to HSAs, and how to use them.

Brea Dantin calls in to share what people are missing out on when they label HSAs as a healthcare tool. She also explains the hurdles in getting better HSA utilization, whether people should focus on maximizing retirement accounts before HSAs, and some hidden gems people should know about their HSAs.

In this episode’s listener question, our listener asks about why companies would not allow employees to work from home. In the news, JoDee and Susan were guests on SHRM’s All Things Work podcast earlier this year to discuss the shift in employees’ willingness to relocate for their jobs.

Mentioned in this episode:

• Purple Ink
• Susan Tinder White Consulting
• FORUM Credit Union
• IRS website
• Publication 969
• Publication 502
• Kim’s email
• The JoyPowered® Team by Erin Brothers, JoDee Curtis, Peggy Hogan, Denise McGonigal, Laura North, Susan Tinder White, and Liz Zirkelbach
• ProCourse Fiduciary Advisors
• Brea’s email
• Brea on LinkedIn
• JoDee and Susan on SHRM’s All Things Work Podcast

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