Real Personal Finance – Details, episodes & analysis
Podcast details
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Real Personal Finance
Scott Frank
Frequency: 1 episode/10d. Total Eps: 212
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. Scott 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.
Recent rankings
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Apple Podcasts
🇫🇷 France - investing
09/12/2024#100
Spotify
No recent rankings available
Shared links between episodes and podcasts
Links found in episode descriptions and other podcasts that share them.
See all- https://www.rootfinancialpartners.com/
490 shares
- https://www.stonestepsfinancial.com/
226 shares
- https://www.realpersonalfinance.co/
171 shares
RSS feed quality and score
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See allScore global : 48%
Publication history
Monthly episode publishing history over the past years.
Should I Rent or Should I Buy?
jeudi 5 décembre 2024 • Duration 33:53
To be a home owner or not to be a home owner, that is the question – and the answer is anything but simple!
Tune in as we discuss when home ownership makes sense and when it may be better to rent.
Ready to learn more?
Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial or Flow Financial Planning.
When Roth Conversions Make Sense (and When They Don’t)
jeudi 21 novembre 2024 • Duration 27:39
Roth conversions can be a great tool for minimizing your tax burden, but you don’t want to jump in blind. If you have a 401(k) and/or an IRA, you don’t want to miss this episode.
Join us as we look at the what, when and why of Roth conversions.
Ready to learn more?
Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial or Flow Financial Planning.
How to Stop Your Instincts and Biases From Ruining Your Portfolio Returns
jeudi 18 juillet 2024 • Duration 20:46
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 financial strategies and illustrate how structured systems can safeguard your portfolio against these mental pitfalls. Past performance, while tempting to rely on, is not a reliable predictor of future success. Learn how to use tolerance bands to maintain a balanced portfolio by adhering to timeless principles like "buy low, sell high."
Ready to learn more?
Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial.
112 - How Do I Incorporate Real Estate As Part of My Retirement Plan?
mercredi 11 août 2021 • Duration 20:49
Scott and James discuss how to incorporate real estate as part of your retirement plan.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:30 - Introduction
3:22 - Costs of Real Estate
5:42 - Quantifying Your Real Estate Asset
8:30 - How To Determine If You Should Incorporate Real Estate
10:50 - What Are My Expenses With Real Estate?
13:14 - Alternative Real Estate Ownership Options
16:00 - What Are Your Goals Behind Owning Real Estate?
17:39 - Taxation of Real Estate
18:54 - Diversification Benefits
20:04 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
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
111 - What's the Best Way to Invest My Portfolio In Retirement?
mercredi 4 août 2021 • Duration 19:36
Scott and James discuss the best way to invest your portfolio throughout retirement.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:30 - Introduction
2:45 - Target-Date Funds
4:37 - Bucket Strategy v. Total Return
8:21 - What is a Sustainable Withdrawal Rate?
11:54 - Retirement Funds Aren't All Created Equal
14:36 - What Portfolio Mix Is Right For Me?
16:25 - Benefits of Owning Multiple Funds
17:51 - Aligning Your Life With Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
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
110 - How Much Should Your Net Worth Increase Each Year?
mercredi 28 juillet 2021 • Duration 19:01
Scott and James discuss how to view your entire financial picture and how you can align it with your financial goals.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:30 - Introduction
2:30 - Understanding Your Net Worth
6:45 - Stock Market Volatility
9:07 - What Metrics Should I Focus On?
11:18 - Should I Decrease My Net Worth Intentionally?
13:40 - Utilizing Debt
14:09 - Inputs v. Outputs
16:15 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
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
109 - How to Prioritize Different Financial Strategies
mercredi 21 juillet 2021 • Duration 22:44
Scott and James discuss how to prioritize conflicting financial strategies.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:30 - Introduction
3:02 - Asset Location v. Asset Allocation
5:38 - International Investments
8:21 - Taxation of Retirement Accounts
11:04 - Retirement Account Penalties
14:36 - Focusing On Your Goals
17:31 - Municipal Bond Taxation
20:06 - Importance of Your Time Horizon
21:24 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
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
108 - Should I Add Real Estate To My Portfolio After I’ve Maxed Everything Else Out?
mercredi 14 juillet 2021 • Duration 26:50
Scott and James discuss how to invest after maxing everything else out.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:30 - Introduction
3:52 - Investing In Real Estate
4:45 - How To Use Your Balance Sheet To Achieve Your Goals
8:30 - What Is A Great Rate of Return?
12:15 - What Is Passive Real Estate Investing?
14:30 - Aspects of Real Estate Investing
16:00 - Using Leverage For Real Estate
16:54 - What Are The Risks Of Investing In Real Estate?
20:44 - How To Invest Your Time, Energy & Talent
25:31 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
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
107 - How to Plan When You Got a Late Start
mercredi 7 juillet 2021 • Duration 22:43
Scott and James discuss how how to plan for your goals when you got a late start.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:30 - Listener Question
4:53 - Investing In The Market
6:20 - What Is My Time-Horizon?
7:20 - The Power of Consistent Saving
12:34 - Am I Too Old To Invest Aggressively?
15:35 - What Other Assets Can I Use To Retire?
19:00 - Retirement Expenses Example In Retirement
20:51 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
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
106 - What Are Your Numbers?
mercredi 30 juin 2021 • Duration 17:57
Scott and James discuss how to view your entire financial picture and how you can align it with your financial goals.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:30 - Introduction
2:30 - Gross Income v. Net Income
5:49 - What Percentage Are You Saving?
7:10 - How To Save For Your Different Goals
9:07 - What Is My Saving Rate?
12:18 - Living vs. Spending
14:47 - How To View Your Taxes
16:54 - What Do I Need To Focus On?
18:55 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
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
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