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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Economics Leadership Personal Finance
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Episodes
  • 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 mins
  • What Do Financial Advisors Actually Do?

    What Do Financial Advisors Actually Do?
    Nov 7 2024

    Ever wonder what exactly a financial advisor does? In our latest episode, we’re going beyond investments and insurance to look at the big picture of everything we do as advisors.

    Join us as we pull back the curtain on what we do, how we think about it, and how we help our clients.

    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.

    Show More Show Less
    31 mins
  • How to Leverage Tax Projections to Minimize Your Tax Burden

    How to Leverage Tax Projections to Minimize Your Tax Burden
    Oct 24 2024

    Sitting down to do a tax projection can make a huge impact on the amount of taxes you pay – but you have to do it before December 31!

    Whether you’re expecting next year to be a high- or low-income year, join us as we discuss how a tax projection can help minimize your tax burden.

    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.

    Show More Show Less
    30 mins

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