There are good tax planning strategies and then there are great tax planning strategies. Today, we will discuss what I think is a great tax planning strategy – in the right situation and if properly implemented.

In this episode, Steve and Mel discuss the following:

• What is a Health Savings Account?
• What are the potential tax benefits (spoiler alert: it’s not small)?
• The pros and cons of an HSA?
• How to avoid mistakes in the implementation of an HSA.

Resources: 

• Visit our Blog at Oasis Wealth
• For a list of qualified medical expenses, see IRS Publication 502.
• For a couple of Health Savings Account administrators, see Lively Website or HSA Bank Website. (We do not endorse them so please do your own due diligence.)

Want to speak to a fiduciary financial planner?

• Schedule an Introductory Call with Oasis Wealth

Travel in retirement can be immensely rewarding. While you do not have to see the world to find fulfillment in retirement, traveling beyond your home into different communities and cultures can provide you with rich experiences to learn, expand relationships, renew, and reach new horizons. 

In this episode, Steve and Mel discuss the following:

• The costs and budgeting for travel in retirement.
• Extended travel in retirement.
• Cost-saving tips for retirement travel.
• Why you don’t want to fail to plan travel.
• And more!

Resources: 

• Visit our Blog at Oasis Wealth: Episode 14 Blog
• Upgrade Points.
• Google Flights.
• The Balance Senior Travel Article, The Points Guy, and AARP.
• Earth Vagabonds, Senior Vagabond Travel

 Want to speak to a fiduciary financial planner?

• Schedule an Introductory Call with Oasis Wealth

In this episode, Steve and Mel discuss the following:

• The difference between vacation and true travel.
• The benefits of travel in retirement.
• Why your travel companions may be different in retirement.
• Why what we do in our travels may be different in retirement.
• And more!

Resources: 

For Visit our Blog line, ADD LINK TO OUR CORRESPONDING WEBSITE BLOG. USE THIS ADDRESS: https://www.oasiswealthplannig.com/ADD ADDITIONAL URL OF SPECIFIC PAGE

• Visit our Blog at Oasis Wealth: Episode 13 Blog
• Medium Article on Why Travel is More Important in Retirement
• Select list of travel groups: Road Scholar, Smithsonian Journeys, Elder Treks. For more, see a list compiled by Travel and Leisure.
• Interesting retreat locations: Sedona (AZ), Lake Junaluska (NC), Sante Fe (NM),

Want to speak to a fiduciary financial planner?

• Schedule an Introductory Call with Oasis Wealth