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In today’s episode, we’re diving into one of the most powerful but often overlooked strategies for building wealth: tax-smart accounts. From Roth IRAs to Health Savings Accounts (HSAs) and brokerage accounts paired with Donor Advised Funds, I’m walking you through my top three favorite accounts that can create long-term impact for your family’s financial future.

But first, we’re looking at what Jesus says about taxes in Matthew 22:21 and how that shapes our perspective as faith-filled stewards. Spoiler alert: being tax-wise doesn’t mean cutting corners—it means managing well with integrity.

We'll explore:

• Why focusing on lifetime tax strategy (instead of just one year) matters
• The historical context of tax rates 
• How to prioritize tax-free growth via Roth accounts in your long-term plan
• The triple tax benefit of a Health Savings Account (HSA) - yes, triple!
• And how to pair a brokerage account with a Donor Advised Fund for strategic giving

By the end, you’ll have practical next steps to start making smart, faith-aligned moves with your money.

🔗 Resources & Links Mentioned:

• Matthew 22:21 — “Render to Caesar the things that are Caesar’s; and to God the things that are God’s.”
• 2025 Roth IRA Income Limits
• Backdoor Roth IRA Strategy Overview (Fidelity)
• List of Qualified Medical Expenses for HSAs (Lively HSA)
• HSA Contribution Limits & Eligibility
• Intro to Donor Advised Funds

Connect with me:

• Visit my website to learn more.
• Wondering how to make sure you're prepared financially for the life God is calling you towards? Grab my free 5-Step Guide here.
• Join my email community for financial tools, faith-based encouragement, and updates. A fresh newsletter goes out every Friday.
• Connect with me on Instagram and Facebook: @HerTrueWealth

Disclaimer: The information provided in this podcast is for educational purposes only and should not be considered financial, tax, or legal advice. Please consult with a qualified professional regarding your specific situation.

Disclosure: Some links mentioned may be affiliate links, meaning I may earn a small commission at no extra cost to you if you make a purchase through them.

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