Real Personal Finance

Von: Scott Frank
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  • Inhaltsangabe

  • 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.
    © 2024 Real Personal Finance
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Management & Leadership Persönliche Finanzen Ökonomie
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  • What Does Your Most Fulfilled Life Look Like?

    What Does Your Most Fulfilled Life Look Like?
    Dec 19 2024

    What does your most fulfilled life look like? If you’re not sure, then this episode is for you.

    Join us as we discuss three questions to help you uncover what is most important to you!

    Resources mentioned in this episode:

    • Goals for Life Worksheet
    • Kinder’s 3 Questions

    Ready to learn more?

    • Scott Frank on LinkedIn
    • Stone Steps Financial
    • Meg Bartelt on LinkedIn
    • Flow Financial Planning


    Leave us a question!

    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.

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    38 Min.
  • Should I Rent or Should I Buy?

    Should I Rent or Should I Buy?
    Dec 5 2024

    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?

    • Scott Frank on LinkedIn
    • Stone Steps Financial
    • Meg Bartelt on LinkedIn
    • Flow Financial Planning

    Leave us a question!

    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.

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    34 Min.
  • When Roth Conversions Make Sense (and When They Don’t)

    When Roth Conversions Make Sense (and When They Don’t)
    Nov 21 2024

    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?

    • Scott Frank on LinkedIn
    • Stone Steps Financial
    • Meg Bartelt on LinkedIn
    • Flow Financial Planning

    Leave us a question!

    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.

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    28 Min.

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