Season 2 Episode 11: Investing in Education and Health: Understanding ESA and HSA Plans

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Join us for, “Investing in Education and Health: Understanding ESA and HSA Plans.” During this episode, your host, Jason DeBono explores Health Savings Accounts (HSAs) and Coverdell Educational Savings Accounts (ESAs). Jason will also walk through real-world examples, illustrating the possible impacts of strategic planning with these financial tools. Listeners can expect a thorough breakdown of these special-purpose plans highlighting the possible opportunities you can utilize with them. Whether you’re considering your long-term healthcare needs or planning for your child’s education, Jason provides valuable insights on how to use these plans effectively.

Tune in to learn how to make the most out of Health Savings Accounts and Coverdell Educational Savings Accounts. This episode offers valuable guidance on harnessing the full potential of ESA and HSA plans. Don’t miss out on this opportunity to enhance your financial literacy!

If you have questions or would like to recommend a topic for us to cover, email allaboutalts@nuviewtrust.com. We would love to partner with you on this journey, text “ALTS” to (407) 708-1853, to learn more about how to get started today.

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