How do you secure your retirement against an uncertain future? In this episode of “Real Personal Finance,” Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, explore strategies to predict future expenses and ensure financial readiness, even if retirement is decades away. They address a listener question about preparing 26 years ahead, covering how to assess current expenses and plan for changing costs like mortgages. Estimating future medical expenses is crucial yet challenging, but informed planning brings peace of mind.

Our discussion extends to the importance of ongoing financial reassessment, considering life's unexpected events—such as starting a business or caregiving—that impact your finances. Regularly reviewing and adjusting financial plans is key to staying on course. Join the conversation, submit questions, and engage with our community for insights that strengthen financial resilience and align with long-term goals.

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.