31 Folgen

Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and James Conole. 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 Scott 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.

Real Personal Finance Scott Frank and James Conole

    • Geldanlage

Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and James Conole. 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 Scott 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.

    031 - Should I Leave My Financial Advisor for Vanguard?

    031 - Should I Leave My Financial Advisor for Vanguard?

    On this week's episode:  Should I leave my financial advisor?
    What are your options? Balanced Mutual Fund Ex: Vanguard Welling Fund Admiral Shares Robo Advisors Vanguard Personal Advisor Services Betterment Traditional Financial Advisor Find an Advisor Vanguard's Advisor Alpha  What we believe a great financial should do: The 4 C's Competence Coaching Continuity Convenience There is a spectrum of advice .... what is right for you? Don't overpay for the level of advice you want Ex: Pay 1% of investment management when you can get investment management for .25%  LET'S CONNECT!
    James
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    Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
    Leave us a review on iTunes.
    Have a money question you want us to answer? Submit one here 

    • 29 Min.
    030 - Understanding Social Security and How to Maximize Benefits

    030 - Understanding Social Security and How to Maximize Benefits

    On this week's episode:
    How Social Security works Keys to maximizing Social Security What is the payback on Social Security? Should I delay Social Security or start as soon as possible? Other odds and ends LET'S CONNECT!
    James
    Facebook LinkedIn Website Scott
    Facebook Twitter Website ENJOY THE SHOW?
    Don’t miss an episode, subscribe via iTunes, Sticher, Spotify, or Google Play.
    Leave us a review on iTunes.
    Have a money question you want us to answer? Submit one here 

    • 25 Min.
    029 - How to Maintain a Good Credit Score and Why It Matters

    029 - How to Maintain a Good Credit Score and Why It Matters

    On this week's episode:
    What is a credit score? Where does it come from? What factors count toward my score? Where can I find my credit history? Annual Credit Report Where can I find my credit score? Credit Karma LET'S CONNECT!
    James
    Facebook LinkedIn Website Scott
    Facebook Twitter Website ENJOY THE SHOW?
    Don’t miss an episode, subscribe via iTunes, Sticher, Spotify, or Google Play.
    Leave us a review on iTunes.
    Have a money question you want us to answer? Submit one here 

    • 22 Min.
    028 - 5 Steps to Financial Success in 2020

    028 - 5 Steps to Financial Success in 2020

    On this week's episode:
    Pay Yourself First Have Sufficient Liquidity Pay Off Bad Debts Own the right-sized home Invest in your Career Five Fundamentals Of Fiscal Fitness
    LET'S CONNECT!
    James
    Facebook LinkedIn Website Scott
    Facebook Twitter Website ENJOY THE SHOW?
    Don’t miss an episode, subscribe via iTunes, Sticher, Spotify, or Google Play.
    Leave us a review on iTunes.
    Have a money question you want us to answer? Submit one here 

    • 20 Min.
    027 - When Do I Need Long-Term Care Insurance?

    027 - When Do I Need Long-Term Care Insurance?

    On this week's episode:
    What is long-term care? How much does long term care cost? How do I pay for it? When should I consider Long-Term Care Insurance? Other considerations LET'S CONNECT!
    James
    Facebook LinkedIn Website Scott
    Facebook Twitter Website ENJOY THE SHOW?
    Don’t miss an episode, subscribe via iTunes, Sticher, Spotify, or Google Play.
    Leave us a review on iTunes.
    Have a money question you want us to answer? Submit one here 

    • 24 Min.
    026 - What To Do With Your Year-End Bonus

    026 - What To Do With Your Year-End Bonus

    Pay Off Debt
    Save For Retirement 
    Save For a Large Purchase
    Spend It!
    Have a plan ahead of time
    LET'S CONNECT!
    James
    Facebook LinkedIn Website Scott
    Facebook Twitter Website ENJOY THE SHOW?
    Don’t miss an episode, subscribe via iTunes, Sticher, Spotify, or Google Play.
    Leave us a review on iTunes.
    Have a money question you want us to answer? Submit one here 

    • 15 Min.

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