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:

Deciding what to do with your stocks can prove to be a problem, challenge, and opportunity all at once. With a huge portfolio in front of you, what can you do to slim it down? This week, Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, provide insights on how to cut down on your stocks to achieve the life you’ve dreamed of. We have emotional ties to our investments—but that shouldn’t stop you from pursuing a more financially sound f...

Previous episodes

  • 198 - What Should You Do With Your Stock Portfolio? 
    Tue, 14 May 2024
  • 197 - What Should You Do With Your Pile of Cash? 
    Mon, 13 May 2024
  • 196 - Is It Possible To Actually Reach FIRE? 
    Fri, 10 May 2024
  • 195 - How Can You Avoid Surprises Next Tax Season? 
    Thu, 09 May 2024
  • 194 - Final Episode - How To Stay In Touch With Us! 
    Wed, 01 Mar 2023
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