
Real Personal Finance
Scott Frank
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. Scott 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:
The S&P 500 was up 25% in 2024, so is that all you need for a strong financial future? Not so fast. Putting all your money in one place—even a good one—is risky. Smart investors look beyond the U.S. to global markets, small-value stocks, and international giants like Toyota and Taiwan Semiconductor. More variety = less risk. Join us to see just how staying broadly diversified means so much more than simply investing in the S&P 500. Ready to learn more? Scott Frank on LinkedIn&nb...
Previous episodes
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218 - The Diversification Illusion of the S&P 500 Thu, 13 Feb 2025
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217 - Investing Principles to Keep in Mind in 2025 Thu, 30 Jan 2025
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216 - The 5 Steps of a DIY Annual Investments Review Thu, 16 Jan 2025
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215 - Building Habits that Last Longer than Resolutions Thu, 02 Jan 2025
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214 - What Does Your Most Fulfilled Life Look Like? Thu, 19 Dec 2024
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213 - Should I Rent or Should I Buy? Thu, 05 Dec 2024
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212 - When Roth Conversions Make Sense (and When They Don’t) Thu, 21 Nov 2024
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211 - What Do Financial Advisors Actually Do? Thu, 07 Nov 2024
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210 - How to Leverage Tax Projections to Minimize Your Tax Burden Thu, 24 Oct 2024
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209 - Making Moves During Open Enrollment? Learn More About Life Insurance, Disability Coverage, 401(k), and More Thu, 10 Oct 2024
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208 - Weighing the Benefits: How to Make a Decision on Employer-Provided Health Insurance Thu, 26 Sep 2024
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207 - Embracing the Mess: How to Improve Financial Outcomes When Life Doesn’t Go as Planned Thu, 12 Sep 2024
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206 - What is an Exchange Fund (and Should You Ever Join One)? Thu, 29 Aug 2024
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205 - Politics and Personal Finance: Strategies for Stability During a Wild Election Season Thu, 15 Aug 2024
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204 - Balancing Stocks, Bonds, Cash, and Your Financial Goals Thu, 01 Aug 2024
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203 - How to Stop Your Instincts and Biases From Ruining Your Portfolio Returns Thu, 18 Jul 2024
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202 - How to Build an Emergency Plan Thu, 04 Jul 2024
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201 - How Can You Plan For An Uncertain Future? Thu, 20 Jun 2024
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200 - Is Giving to a Donor-Advised Fund Worth It? Thu, 06 Jun 2024
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199 - Should I Invest in My Health Savings Account? Thu, 23 May 2024
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198 - What Should You Do With Your Stock Portfolio? Tue, 14 May 2024
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197 - What Should You Do With Your Pile of Cash? Mon, 13 May 2024
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196 - Is It Possible To Actually Reach FIRE? Fri, 10 May 2024
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195 - How Can You Avoid Surprises Next Tax Season? Thu, 09 May 2024
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194 - Final Episode - How To Stay In Touch With Us! Wed, 01 Mar 2023
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193 - How to Balance a Home Purchase with Saving for Retirement? Wed, 22 Feb 2023
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192 - What Should You Do If You Make Too Much To Contribute To a Roth IRA? Wed, 15 Feb 2023
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191 - The Truth About an MBA - Is It Worth It? Wed, 08 Feb 2023
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190 - How Are Different Types of Investment Withdrawals Taxed? Wed, 01 Feb 2023
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189 - How Can I Reduce Costs Inside Of My Company's 401(k)? Wed, 25 Jan 2023
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188 - How Should Real Estate Factor In My Retirement Plan? Wed, 18 Jan 2023
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187 - How to Best Diversify a Concentrated Stock Holding Wed, 11 Jan 2023
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186 - 5 Steps to Get Your Finances Right in the New Year Wed, 04 Jan 2023
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185 - How Should You Choose Survivor Benefits Options For Your Pension? Wed, 28 Dec 2022
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184 - Misleading Financial Rules That You Should Avoid Wed, 21 Dec 2022
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183 - [BIG ANNOUNCEMENT!] How to Find the Right Solution For Your Financial Needs Wed, 14 Dec 2022
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182 - What's the Best Way for a Career Changer to Get Into the Financial Planning Industry? Wed, 07 Dec 2022
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181 - How Do You Know When You're on Track to be Financially Free? Wed, 30 Nov 2022
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180 - How do Individual Stocks Compare to Investing in Funds? Wed, 23 Nov 2022
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179 - What's the Most Effective Way to Incorporate Giving Into Your Financial Plan? Wed, 16 Nov 2022
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178 - Does it Ever Make Sense to Purchase a Home with All Cash Down? Wed, 09 Nov 2022
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177 - How Does A Pension Fit In Your Overall Retirement Plan? Wed, 02 Nov 2022
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176 - 120 - How To Make Sure You Aren't Leaving Free Money on the Table During Open Enrollment Wed, 06 Oct 2021
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175 - 175 - 5 Employee Benefits To Get Right During Annual Enrollment Thu, 27 Oct 2022
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174 - 174 - Is Roth or Traditional Better for FIRE? Wed, 19 Oct 2022
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173 - 173 - Should I Dip into My Retirement Accounts to Purchase a Home? Wed, 12 Oct 2022
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172 - 172 - What Should I Do When I I Receive a Significant Bump in Income? Wed, 05 Oct 2022
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171 - 171 - Should I Save My Money For The Future Or Spend it Today? Wed, 28 Sep 2022
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170 - 170 - Where Should I Invest My Excess Income? Wed, 21 Sep 2022
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169 - 169 - [New Format!] Are Your Investments Too Concentrated? Wed, 14 Sep 2022