Real Personal Finance

Real Personal Finance

Scott Frank and James Conole

Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and  Meg Bartelt. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. James and Meg are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.

Categories: Education

Listen to the last episode:

People say it’s just business, it’s not emotional, but that’s really not the case. In this episode of Real Personal Finance, Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, tackle the psychological minefield of investment decisions and uncover how recent trends, like the meteoric rise of big tech stocks, can warp your perspective. They delve into the cognitive biases, specifically recency bias, that often stand in the way of sound finan...

Previous episodes

  • 203 - How to Stop Your Instincts and Biases From Ruining Your Portfolio Returns 
    Thu, 18 Jul 2024
  • 202 - How to Build an Emergency Plan 
    Thu, 04 Jul 2024
  • 201 - How Can You Plan For An Uncertain Future? 
    Thu, 20 Jun 2024
  • 200 - Is Giving to a Donor-Advised Fund Worth It? 
    Thu, 06 Jun 2024
  • 199 - Should I Invest in My Health Savings Account? 
    Thu, 23 May 2024
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