The Bigger Insights Finance podcast helps you build a life you don’t need a vacation from. The goal of this podcast is to give you the education and insights you need to plan your financial future, as well as grow and protect your assets. Some of the topics discussed include: Budgeting, saving, debt management, retirement planning, investing (stocks, bonds, real estate, commodities, gold, silver, cryptocurrency), business development, tax planning, tax-favored accounts (401(k), IRA, HSA), risk management, asset protection, and estate planning. Bigger Insights is about sovereignty and resilience. In addition to our podcast and blog content, we provide consulting services to clients like you in one-on-one sessions. We help our clients achieve their goals and secure their future through finance, security, privacy, and technology. If you like this content, see our Privacy & Security and Technology podcasts as well. Visit biggerinsights.com to request a consultation, read our blog, or contact us...
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episode 3: HSA – Demystifying Tax Form 5498-SA
Health Savings Accounts (HSA) are powerful, but can be complicated and confusing. One of those areas of confusion comes from Form 5498-SA. In this episode, we explain why you receive 5498-SA in May as well as some HSA pitfalls to avoid. We also discuss how contributions are reported in 5498-SA Box 2 and Box 3, in addition to W-2 if you contribute through payroll. Visit us at biggerinsights.com to request a consultation or read our blog...
episode 2: Why Employees Should Care About the Tax Code
Are you living paycheck-to-paycheck or struggling to meet your financial goals? Taxes are one of, if not your biggest expense. It is a myth that employees who don’t have millions in assets shouldn’t concern themselves with the tax code because they have little or no opportunities to manage their taxes. It is true that some of the best tax opportunities are reserved for the wealthy (e.g. accredited investors), but employees have opportunities as well...
episode 1: Welcome to Bigger Insights Finance
Welcome to the Bigger Insights Finance podcast, where we’ll help you build a a life you don’t need a vacation from. The goal of this podcast is to give you the education and insights you need to plan your financial future, as well as grow and protect your assets...