Episodes

If you have a specific subject on your mind, you can use our complete episode index, organized by topic, to find the conversation you're looking for.

Tax-Efficient Income Strategies Garrett Crawford, CFP® Tax-Efficient Income Strategies Garrett Crawford, CFP®

What Should You Actually Do With a $150K HSA in Retirement?

Garrett Crawford, CFP® and Adam Reed discuss how high-net-worth retirees in the $2M to $8M range should manage a six-figure Health Savings Account. Discover why hoarding an HSA into your 80s can create administrative friction and estate tax pitfalls for adult children, and how to build a drawdown plan.

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