Today's episode tackles a wide mix of practical questions. We explore the pros and cons of unions for doctors, how to protect yourself from ACATS fraud, and what you need to know about vesting rules. We also dig into an asset allocation question, upcoming changes to HSA plans in 2026, and whether...
Today's episode tackles a wide mix of practical questions. We explore the pros and cons of unions for doctors, how to protect yourself from ACATS fraud, and what you need to know about vesting rules. We also dig into an asset allocation question, upcoming changes to HSA plans in 2026, and whether it makes sense to exchange a mutual fund for its ETF counterpart. It's a packed episode with insights you can put to use right away.
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00:00 WCI Podcast #449
01:19 Unions in Healthcare
05:43 ACATS Fraud: What You Need to Know
16:43 Vesting in Employer's Retirement Accounts
19:42 Rebalancing vs. Paying Capital Gains
27:33 HSA Eligible Healthcare Plans
34:34 Swapping Mutual Funds for ETFs