Make Better Health Care Decisions with Kelley Long

Real Life Planning Podcast

In Episode 22, I have a conversation with Health Savings Account expert and financial wellness coach, Kelley Long, CPA/PFS, CFP®. We tackle what to consider when selecting a healthcare plan, the benefits of a Health Savings Account, and hacks to help you receive great medical care at better cost. Stick around for the second half of the episode to learn how Kelley began her financial coaching program for women, Find Your Financial Bliss™.

INFORMATION PRESENTED IN THIS PODCAST IS FOR EDUCATIONAL AND DISCUSSION PURPOSES ONLY. THIS IS NOT AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY PRODUCT, PROPERTY, OR SECURITY. ALL INVESTMENTS HAVE RISK. PLEASE CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY INVESTMENT STRATEGY.
This week on Real Life Planning Podcast:

💡Is the lowest deductible healthcare plan the best option for you? [00:02:54]

💡Which healthcare savings hacks can help you keep money in the bank? [00:11:17]

💡What resources could you use to help select the right health care benefits? [00:23:12]

💡Is a health sharing plan right for you? [00:31:06]

The Real Life Planning Podcast is a 25-30 minute interview/conversation recorded in both audio and video. In each episode, our host, Cynthia Meyer, sits down with amazing people who share their real life stories of how they are realizing their financial potential.

The Real Life Planning Podcast aims to provide:

• 1-3 practical, realistic takeaways of actions the listener can try
• Encouragement to learn from different paths to creating results
• Possibility and optimism

The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering.

Real Life Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.