Our first guest, Lisa Thompson, joins u today to share 5 small habits that can add up to big savings and help you reach your financial goals. Our second guest, Kevin Robertson, shares 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. He explains 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, how to best manage an HSA account to maximize savings, 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.