198 episodes

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.

Real Personal Finance Scott Frank and James Conole

    • Business
    • 4.8 • 386 Ratings

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.

    Should I Invest in My Health Savings Account?

    Should I Invest in My Health Savings Account?

    Are you using your Health Savings Account to its full potential? HSAs are great for covering immediate healthcare costs, but with careful planning, they can also become a strategic part of your long-term wealth plan. This week, Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, take on HSAs, sharing the ins and outs of eligibility, their triple tax benefits, and how it can become a vital nest egg for end-of-life care later on. HSAs w...

    • 27 min
    What Should You Do With Your Stock Portfolio?

    What Should You Do With Your Stock Portfolio?

    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...

    • 25 min
    What Should You Do With Your Pile of Cash?

    What Should You Do With Your Pile of Cash?

    Is your cash currently sitting under your mattress, withering away with inflation? While stashing your cash seems like a safe bet, it limits your access to investment opportunities. With inflation rising, the value of your cash may not have the longevity you hoped for. If you currently have a pile of cash and are asking yourself, “Well…what now?” this week’s episode of “Real Personal Finance” guides you through aligning your resources with the life you want to lead. Scott Frank, founder of St...

    • 23 min
    Is It Possible To Actually Reach FIRE?

    Is It Possible To Actually Reach FIRE?

    What does being financially independent mean to you? Those chasing FIRE (Financial Independence, Retire Early) are choosing to live frugally now to achieve early retirement. FIRE is a means to unlock a life where work is optional and the freedom of choice reigns supreme. Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, discuss the movement's evolution and how people are applying FIRE principles to their daily lives. With the concept...

    • 25 min
    How Can You Avoid Surprises Next Tax Season?

    How Can You Avoid Surprises Next Tax Season?

    Does your anxiety spike every time tax season rolls around? The possibility of receiving an unexpected tax bill can bring a sense of dread to the entire month of April. We all have to pay taxes, but we don’t have to stress about them. Scott Frank, founder of Stone Steps Financial, is joined by Meg Bartelt, founder of Flow Financial Planning, LLC, to simplify conversations around money and tax planning. Conquer your tax season anxiety and avoid the shock of unexpected tax bills through Sc...

    • 26 min
    Final Episode - How To Stay In Touch With Us!

    Final Episode - How To Stay In Touch With Us!

    Scott and James thank all of the fans for years of support for listening to the podcast and review where you can find them if you're looking for customized advice when it comes to maximizing your finances. LET'S CONNECT!JamesYouTube | Website | PodcastScottFacebook | Twitter | Website

    • 6 min

Customer Reviews

4.8 out of 5
386 Ratings

386 Ratings

ERB-SEA ,

Informative, relevant and approachable

I listen to several financial podcasts, and I find Scott and Meg’s style very informative, in that they break things down into relevant concepts, without dumbing it down. I anticipate both those who have fairly basic grasp of finances to those who are more sophisticated in their understanding will find useful insights and perspective. Their discussions are grounded in the context of financial decision-making, rather than just specific tactics. In other words, you’ll enjoy this podcast if you want to understand the big picture — the “why” and the “what” you are trying to achieve, as a means to approach the “how”. Highly recommend.

arlito661 ,

fire 🔥

fire 🔥🔥🔥

Blacksburg VA ,

It was good while it lasted

I enjoyed the podcast. I liked that it was just one topic each week. It made it easy to know what a give show would cover and not miss out on gems. Other shows cover multiple topics and they cover the same topic multiple times and become repetitive.

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