In this episode of the Perspectives podcast, sponsored by WEX Health and hosted on, we'll hear highlights from the March 10th presentation titled, HSAs and Why You Should Change the Retirement Strategy Story. 

Many Americans continue to invest and prepare for retirement the same way they did decades ago. However, in today's economy that may not be enough to pay for healthcare costs alone for people over the age of 65. Fortunately, there is a way you can help employees build wealth and properly prepare for retirement, and it's something you may already be offering: the HSA. It can actually be a better retirement-planning tool than a 401(k) or IRA.

Speakers from WEX Health — Jeff Bakke, Chief Strategy Officer; Chris Byrd, Executive Vice President of Operation; and Jason Cook, Vice President of Healthcare Emerging Markets — uncover how to position HSAs differently, rewrite the HSA story to help employees look ahead with confidence, and get the information you need to improve employees' bottom line. 

Jeff Bakke | Chief Strategy Officer | WEX Health

Jeff Bakke is the chief strategy officer at WEX Health, the payment solutions provider that helps 408,000 employers and more than 33 million consumers better manage healthcare expenses. A leading voice in the healthcare and financial services industries, Jeff is a go-to resource for national publications and leading industry trades and regularly shares his vision in webinars and onstage at industry events.

Chris Byrd | Executive Vice President of Operation | WEX Health

Chris Byrd is the executive vice president of operations at WEX Health, the rapidly growing payment solutions provider whose platform is now being used by nearly 60% of all Fortune 1000 companies. A top adviser on how the healthcare policy and regulatory moves on Capitol Hill might impact consumers, Chris lent his expertise to publications and outlets such as The New York Times, CNBC, Forbes, The Hill and TheStreet.

Jason Cook | Vice President of Healthcare Emerging Markets | WEX Health

One of the industry's leading voices on consumer-directed healthcare, Jason Cook is vice president of healthcare emerging market sales for WEX Health. Media, partners and peers have come to count on Jason for perspective on the most complex, fast-growing verticals in the healthcare benefits industry, including consumer-directed healthcare, tax-sheltered healthcare accounts, private and public health benefit exchanges, HSA portfolio acquisition and more.



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