Are you using your Health Savings Account to its full potential? HSAs are great for covering immediate healthcare costs, but with careful planning, they can also become a strategic part of your long-term wealth plan. This week, Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, take on HSAs, sharing the ins and outs of eligibility, their triple tax benefits, and how it can become a vital nest egg for end-of-life care later on.

HSAs were created to help offset the cost of healthcare, so start letting your account do the work! Scott and Meg’s insights help clear the confusion around HSAs, giving listeners actionable advice to help them decide on future plans. Let’s face it—the world won’t get any cheaper. Investing in an HSA is an opportunity to protect your financial future.

Ready to learn more?

• Scott Frank on LinkedIn
• Meg Bartelt on LinkedIn
• Stone Steps Financial

Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial.

Deciding what to do with your stocks can prove to be a problem, challenge, and opportunity all at once. With a huge portfolio in front of you, what can you do to slim it down? This week, Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, provide insights on how to cut down on your stocks to achieve the life you’ve dreamed of.

We have emotional ties to our investments—but that shouldn’t stop you from pursuing a more financially sound future. Scott and Meg swap tales of market highs and lows, illustrating why, sometimes, letting go of stock can safeguard your portfolio and your future security. This episode is more than just a discussion—it’s a blueprint for aligning your stocks with your broader financial aspirations.

Ready to learn more?

• Scott Frank on LinkedIn
• Meg Bartelt on LinkedIn
• Stone Steps Financial

Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial.

Is your cash currently sitting under your mattress, withering away with inflation? While stashing your cash seems like a safe bet, it limits your access to investment opportunities. With inflation rising, the value of your cash may not have the longevity you hoped for. If you currently have a pile of cash and are asking yourself, “Well…what now?” this week’s episode of “Real Personal Finance” guides you through aligning your resources with the life you want to lead. Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, share strategies that steer you clear of the hoarding trap and onto the road to smart investment.

The conversation covers the “Have-To’s,” “What-To’s,” and “Need-To’s” of personal finance, giving listeners insights on how to make your cash work for you. The journey doesn't stop there; Scott and Meg address the pressing need for retirement savings, even if you're coming late to the party, and how to employ tax location strategies to invest more in your future. Don’t let your cash waste away; use it to make your ideal life possible.

Ready to learn more?

• Scott Frank on LinkedIn
• Meg Bartelt on LinkedIn
• Stone Steps Financial

Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial.