Real Personal Finance

By: Scott Frank
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  • Summary

  • 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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Leadership Economics Personal Finance
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Episodes
  • Weighing the Benefits: How to Make a Decision on Employer-Provided Health Insurance

    Weighing the Benefits: How to Make a Decision on Employer-Provided Health Insurance
    Sep 26 2024

    Open enrollment season is almost here! Do you know what you’ll need for health insurance next year?

    Join us as we look at the most important factors to consider when choosing your plan.

    Ready to learn more?

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

    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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    23 mins
  • Embracing the Mess: How to Improve Financial Outcomes When Life Doesn’t Go as Planned

    Embracing the Mess: How to Improve Financial Outcomes When Life Doesn’t Go as Planned
    Sep 12 2024

    If your financial goals always feel like they’re just out of reach, you’re not alone! In this episode, we talk about the dissonance between your financial plan and real life – and how to put your advisor’s best advice into action more consistently.

    Join us as we discuss the stories and strategies that make financial planning such a dynamic and important journey.

    Ready to learn more?

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

    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 mins
  • What is an Exchange Fund (and Should You Ever Join One)?

    What is an Exchange Fund (and Should You Ever Join One)?
    Aug 29 2024

    Should you join an exchange fund? Can they really minimize taxes? What are the potential downsides? What are your other options? Do we recommend them?

    Join us as we talk through the pros and cons of exchange funds, plus a few alternatives that could provide added protection without all the complexity.

    Ready to learn more?

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

    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.

    Show More Show Less
    27 mins

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