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202 episodes
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Real Personal Finance Scott Frank
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- Business
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4.8 • 386 Ratings
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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.
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How to Stop Your Instincts and Biases From Ruining Your Portfolio Returns
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...
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How to Build an Emergency Plan
How prepared are you for a financial crisis when job security feels more fragile than ever? In today's episode, Scott Frank and Meg Bartelt break down the essential steps to creating a strong emergency plan able to withstand the tech industry’s volatile job market. Learn how to navigate financial instability with actionable strategies. In order to save money, people are often advised to cut small expenses, but that’s not enough. We discuss why that practice isn’t enough and how managing ...
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How Can You Plan For An Uncertain Future?
How do you secure your retirement against an uncertain future? In this episode of “Real Personal Finance,” Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, explore strategies to predict future expenses and ensure financial readiness, even if retirement is decades away. They address a listener question about preparing 26 years ahead, covering how to assess current expenses and plan for changing costs like mortgages. Estimating future medi...
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Is Giving to a Donor-Advised Fund Worth It?
Rethink your charitable giving and maximize your tax benefits with Donor-Advised Funds. Discover how this streamlined and tax-efficient alternative to traditional donation methods might just be a game-changer to your financial strategy. Scott and Meg contrast DAFs with conventional giving methods like checks and credit cards, to paint a clearer picture of their advantages. They also address common myths surrounding DAFs, especially the idea that they're only a tool for tax avoidance. Le...
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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...
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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...
Customer Reviews
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.
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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.