What does being financially independent mean to you? Those chasing FIRE (Financial Independence, Retire Early) are choosing to live frugally now to achieve early retirement. FIRE is a means to unlock a life where work is optional and the freedom of choice reigns supreme. Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, discuss the movement's evolution and how people are applying FIRE principles to their daily lives.

With the concept of Coast FIRE, early retirement is more attainable than it seems—even for those starting later in life. The conversation explores the spectrum of financial independence, sharing how different stages of life can strive towards obtainable goals. As you grow, your level of autonomy should move with you. Achieving your version of FIRE requires more than just an understanding of numbers and compound interest; it requires understanding the life you want to live.

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.

Does your anxiety spike every time tax season rolls around? The possibility of receiving an unexpected tax bill can bring a sense of dread to the entire month of April. We all have to pay taxes, but we don’t have to stress about them. Scott Frank, founder of Stone Steps Financial, is joined by Meg Bartelt, founder of Flow Financial Planning, LLC, to simplify conversations around money and tax planning.

Conquer your tax season anxiety and avoid the shock of unexpected tax bills through Scott and Meg’s insight and tips. Accurate reporting, strategic planning, and increasing your withholding rates are all steps to place you in a proactive financial mindset. The conversation explores optimizing your retirement contributions and the ins and outs of estimated tax payments, particularly after life-changing financial events.

Don’t worry—you don’t have to take on next tax season alone. Scott and Meg share the importance of adding a tax professional to your team. Join the conversation as we turn the stress of taxes into a streamlined process.

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.

Scott and James thank all of the fans for years of support for listening to the podcast and review where you can find them if you're looking for customized advice when it comes to maximizing your finances.

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