Financial wellness is an important piece of our wellness puzzle.
Dale Lewis shares her perspective and years of experience with some basic, good financial practices.
She was the president of Park State Bank for 35 years. Now she loves to work with people and businesses as an independent consultant. Helping them find and structure financing when buying a business, manage their business, prepare businesses for sale, help people avoid traps and pitfalls and more.
What topics did we touch on?
- Heading into tax season
- HSA – Health Savings accounts
- 401k
- Banks, (national, local, credit unions)
- Some things to think about when searching for a bank relationship
And… why might your bank NOT give you great customer service??? Do you feel like, as a customer, you are just a nascence to your bank? Dale explains why you might be on the right track.
- Daily debit card limits
- Safety suggestions for credit cards/debit cards and giving checking accounts numbers for payment.
- Internet banking
- Taxes
- Non-bank money handlers/Non-bank banks
- Tips to working with a bank in a challenging financial time.
Have a financial question you would like us to talk about on an upcoming episode with Dale?
– Email Judy@WellnessRenPodcast.com or connect on facebook
Contact:
DSLewisHT@Gmail.com
This is truly helpful, thanks.
HSA’s are good but beware they only work with a HIGH DEDUCTIBLE Health Plan
That is correct. The HSA only qualifies in tandem with a high deductible health insurance plan. That said, it is still a beneficial plan if you are in that situation. A high deductible plan with the HSA may work better for you than a regular plan. It is worth exploring both options, when you consider the HSA as part of it.