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.