The beginning of a new year is filled with good intentions - many of which, unfortunately, rarely evolve into an actual year-long habit. However, it's these regular habits that are key to creating sustainable change over time. If saving money is on your list of resolutions for the New Year, you’re in luck! My first guest, Coupons.com Savings Expert, Lisa Thompson, joins me today to share 5 small habits that can add up to big savings and help you reach your financial goals for 2022.
My second guest, Kevin Robertson, is Chief Revenue Officer at HSA Bank, a Milwaukee-based bank and health benefits administrator that offers Health Savings Accounts, Dependent Care Flexible Spending Account, Healthcare Flexible Spending Account, and Health Reimbursement Arrangement. He joins me today to provide insights into tips and tricks for making the most of your money with the use of health benefits, as well as how to save for healthcare costs now and in the future, using benefits accounts as a retirement savings tool.
Kevin shares how Americans with chronic health conditions can alleviate cost burdens by pairing HSAs with a high deductible health plan for many medications and other expenses toward preventative care. He also discusses how to best manage an HSA account to maximize savings, why it's vital for Americans approaching Medicare age to pay attention to the confluence of Medicare Part A, Social Security, and Health Savings Accounts (HSAs), how to use an RRA (retiree reimbursement arrangement) as a tool to save for now and during retirement, and proactive ways for Americans to take control of their health and wealth.
Lisa Thompson has been a Savings Expert at Coupons.com since 2011, helping consumers learn how to save money after spending several years as a paper coupon-toting mom of four (who could recite every free kids’ meal within in a 50-mile radius).
She’s been educating consumers and savvy shoppers for over 10 years.
Lisa's superpowers: Finding travel deals and saving on foods that make it look like you cooked when you really just meal prepped.
Kevin Robertson serves as Senior Vice President, Chief Revenue Officer, where he is responsible for leading the growth strategy and organization at HSA Bank. Kevin has worked for HSA Bank since 2015, and has more than 20 years of experience in banking, insurance, and financial services.
HSA Bank is a Milwaukee-based bank and health benefits administrator that offers Health Savings Accounts, Dependent Care Flexible Spending Account, Healthcare Flexible Spending Account, and Health Reimbursement Arrangement.
Kevin helped HSA Bank surpass more than $5 billion in assets and 2 million members by 2016. His background covers a variety of sales, business development, and operational roles and spans a diverse spectrum of employee benefit services.
In addition to his tenure as a banking executive, Kevin was also a self-employed business owner for 12 years, managing a large insurance operation with more than 25 separate agency locations, and he was a Financial Industry Regulatory Authority (FINRA) Registered Representative and Principal for eight years.
Kevin is a recognized expert and well-known figure in the consumer-directed healthcare industry, especially for his legislative and regulatory efforts as Compliance Committee Chairman of the American Bankers Association HSA Council. He earned his bachelor's degree from Marquette University.