Real Personal Finance

By Scott Frank and James Conole

Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and James Conole. 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 Scott 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.

  1. 1.
    099 - How To Save For a Home in This Crazy Real Estate Market
    21:14
  2. 2.
    098 - Should I Move to Another State to Save Money and Retire Earlier?
    15:57
  3. 3.
    097 - How to Balance Debt Paydown, Savings, and Long-Term Investing
    20:54
  4. 4.
    096 - Should I Give My 4 Year Old a Credit Card?
    17:57
  5. 5.
    095 - What To Do When You Have "Too Much Cash"
    17:50
  6. 6.
    094 - When Should People Hire a Financial Planner?
    27:13
  7. 7.
    093 - Should I Front Load Retirement Accounts When I'm Young?
    16:51
  8. 8.
    092 - [Guest Interview] Can I use income earned overseas to fund US Retirement Accounts?
    18:55
  1. 9.
    091 - [Guest Interview] How to Invest for Retirement If You Might Not Retire in the US
    30:28
  2. 10.
    090 - How Do I Determine Taxes Owed on RSUs and ESPPs?
    22:34
  3. 11.
    089 - Is it Possible to Overfund Retirement?
    19:22
  4. 12.
    088 - Is an MBA Worth it? And How to Prepare Financially?
    14:11
  5. 13.
    087 - Investing a Lump Sum vs Dollar Cost Averaging - Which is Better?
    16:34
  6. 14.
    086 - Should I Apply Extra Cash to a Mortgage Refinance or Invest It?
    18:31
  7. 15.
    085 - GameStop, AMC & More - How to Think About Hot Stocks as an Investor
    20:41
  8. 16.
    084 - How Should You Know When to Use a Roth IRA vs Traditional IRA?
    20:09
  9. 17.
    083 - 4 Things You Can Invest In
    20:12
  10. 18.
    082 - What is a Sustainable Withdrawal Rate?
    22:30
  11. 19.
    081 - What Should I Do When I Receive a Windfall?
    14:37
  12. 20.
    080 - What Tax Investment Strategies Should I Be Aware of When Selling Stock Options
    25:37
  13. 21.
    079 - 4 Steps to Implementing Change
    14:27
  14. 22.
    078 - How Should You Diversify the Bond Part of Your Portfolio?
    21:57
  15. 23.
    077 - Learn How "Asset Location" Can Lower Your Tax Bill
    18:29
  16. 24.
    076 - Financial Planning Issues to Consider Before Year-End
    26:41
  17. 25.
    075 - What's the Best Way to Fund Large Purchases in Retirement?
    18:55
  18. 26.
    074 - Should You Invest in Bitcoin?
    23:00
  19. 27.
    073 - Better Investor Series: How to Tilt Your Portfolio to Increase Your Odds of Success
    20:53
  20. 28.
    072 - Better Investor Series: Understanding Asset Allocation
    29:21
  21. 29.
    071 - Better Investor Series: 10 Steps to Investment Success
    26:07
  22. 30.
    070 - How Should You Invest in an Election Year?
    15:48
  23. 31.
    069 - Should You Use a Target Date Fund In Your 401(k) Plan?
    16:39
  24. 32.
    068 - What is Mega Back Door Roth Contribution and Who Can Do It?
    20:08
  25. 33.
    067 - What's the Best Investment Strategy for a 5-7 Year Timeframe?
    18:43
  26. 34.
    066 - How to Teach Kids About Money Basics?
    20:45
  27. 35.
    065 - How to Navigate Open Enrollment: I Hope You Have It
    15:15
  28. 36.
    064 - How to Navigate Open Enrollment: Stock Compensation
    19:56
  29. 37.
    063 - How to Navigate Open Enrollment: Health Insurance
    26:34
  30. 38.
    062 - 10 Hidden Costs of Home Ownership
    17:02
  31. 39.
    061 - What do I do With My Emergency Fund with Interest Rates So Low?
    18:31
  32. 40.
    60 - What Tax-Efficient Investment Strategies Exist After I Max My 401(k)?
    25:24
  33. 41.
    059 - What Do I Do After a Parent Passes Away?
    25:20
  34. 42.
    058 - Everything You Need to Know About 529 Plans
    21:52
  35. 43.
    057 - What Questions Should I Ask When Hiring a Financial Planner?
    34:25
  36. 44.
    056 - What Is The Value of Working With a Real Financial Planner?
    24:47
  37. 45.
    055 - Midyear Check Up: What To Look For In Your Insurance Policies
    24:29
  38. 46.
    054 - LLC vs Sole Proprietorship: Which is Right For Your New Business?
    18:46
  39. 47.
    053 - Should You Invest In Bonds with Interest Rates so Low?
    21:56
  40. 48.
    052 - What Are the Most Important Accounts to Save to First?
    33:14
  41. 49.
    051 - What Issues Should I Consider When Buying a Home?
    28:52
  42. 50.
    050 - How Coronavirus Will Impact Future Social Security Benefits
    22:17

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