Think Beyond Your Money™

HSA vs FSA - Which is right for you?

In this episode, I go through some of the key distinctions and features of two of the most popular health expense accounts: Health Savings Account and Flexible Spending Account.

What to do with an extra $10,000?

What would you do if someone gave you $10,000? In this episode, I break down the ways we can use our resources: 1) sharing 2) spending 3) saving. How can this context be used for reviewing your cash flow?

Types of investment accounts?

I frequently get asked about the different types of investment accounts. Before discussing the account types themselves, it is important to start with the different tax treatment of those accounts. So, what is the difference between taxable, tax-deferred, and tax-free account types?

Introduction to Podcast

Carter Michaelson breaks down the reason for starting a Podcast, why he chose this profession, and who is North Oaks Financial Group.