Recently, we looked at the investment options that an SMI member we’ll call Betty has access to within her health savings account (HSA) and demonstrated how she could use the Personal Portfolio Tracker to implement a custom version of Upgrading.
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Matt Bell is Sound Mind Investing's Managing Editor. He is the author of four personal finance books published by NavPress and two video-based small group resources. Matt speaks at churches and universities throughout the country and has been quoted in USA TODAY, U.S. News & World Report, and many other media outlets.
I'm a charter member of Sound Mind Investing, so I have been following the strategies for a long time. SMI helped me reach the point where I felt comfortable retiring in September 2018.
