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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
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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
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168 - 168 - How to Understand the Stock Market Wed, 07 Sep 2022
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167 - 167 - What Insurances Do I Need? Wed, 31 Aug 2022
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166 - 166 - How Does This Market Impact How We Pull Funds from 529 Plans? Wed, 24 Aug 2022
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165 - 165 - How to Invest in Stocks For Beginners Wed, 17 Aug 2022
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164 - 164 - How To Understand Your Cash Flow Wed, 10 Aug 2022
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163 - 163 - Pros & Cons of Using Dividend Investing to Create Passive Income Wed, 03 Aug 2022
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162 - 162 - How To Understand Your Balance Sheet Wed, 27 Jul 2022
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161 - 161 - How to Invest During a Bear Market Wed, 20 Jul 2022
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160 - 160 - How to Retire Early Wed, 13 Jul 2022
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159 - 159 - How Much Company Stock Ownership Is Too Much? Wed, 06 Jul 2022
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158 - 158 - Where To Invest Cash Earmarked for a Down Payment? Wed, 29 Jun 2022
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157 - 157 - How to Best Mitigate Risk in Your Investment Strategy Wed, 22 Jun 2022
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156 - 156 - Benefits of Health Savings Accounts and How to Maximize Their Impact Wed, 15 Jun 2022
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155 - 155 - Should I Use an Adjustable Rate Mortgage (ARM) Wed, 08 Jun 2022
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154 - 154 - How Can I Reduce Taxes on Side Hustle Income? Wed, 01 Jun 2022