Cover image of Real Personal Finance

Real Personal Finance

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 ... Read more

Ranked #1

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005 - How Much Do I Need To Retire?

005 - How Much Do I Need To Retire?

Description HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: Start with the end in mind Know your income sources in retiremen... Read more

22 Jul 2019

23mins

Ranked #2

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026 - What To Do With Your Year-End Bonus

026 - What To Do With Your Year-End Bonus

Pay Off Debt Save For Retirement  Save For a Large Purchase Spend It! Have a plan ahead of time LET'S CONNECT! James Fa... Read more

18 Dec 2019

15mins

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Ranked #3

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024 - What Are Restricted Stock Units (RSUs)?

024 - What Are Restricted Stock Units (RSUs)?

What are Restricted Stock Units (RSUs)? Stock Options vs. Restricted Stock Units (RSUs) Vesting Taxes Create a plan for ... Read more

4 Dec 2019

20mins

Ranked #4

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013 - How Many Mutual Funds Should I Own?

013 - How Many Mutual Funds Should I Own?

Description:  How many mutual funds should I own? What is a mutual fund vs ETF? Index or Active Examples Instead of # o... Read more

18 Sep 2019

23mins

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028 - 5 Steps to Financial Success in 2020

028 - 5 Steps to Financial Success in 2020

On this week's episode: Pay Yourself First Have Sufficient Liquidity Pay Off Bad Debts Own the right-sized home Invest ... Read more

1 Jan 2020

20mins

Ranked #6

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033 - What Are the Most Important Things to Focus on in Personal Finance?

033 - What Are the Most Important Things to Focus on in Personal Finance?

On this week's episode: What can I really control in my financial life? What can't I control? What can I control? Sav... Read more

5 Feb 2020

18mins

Ranked #7

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017 - What to Look For When Selecting a Financial Advisor

017 - What to Look For When Selecting a Financial Advisor

In this episode:  Are they a fiduciary Are they a CFP® Pro What types of clients do they work with?  Do they understand... Read more

16 Oct 2019

22mins

Ranked #8

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015 - How to Get the Most of Your Employee Benefits

015 - How to Get the Most of Your Employee Benefits

In this episode: How to Get the Most of Your Employee Beneftis Medical Insurance HSA vs. No HSA Disability Insuranc... Read more

2 Oct 2019

21mins

Ranked #9

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003 - Should I Use a SEP IRA or a Solo 401(k)?

003 - Should I Use a SEP IRA or a Solo 401(k)?

SEP IRA vs. Solo 401k HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: What is a SEP IRA  How much can you contribute Acc... Read more

20 May 2019

24mins

Ranked #10

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006 - To Roth or Not to Roth?

006 - To Roth or Not to Roth?

Description Invest in a Roth or traditional IRA What if your tax rates are the same, now and in the future What are Requ... Read more

31 Jul 2019

19mins

Ranked #11

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012 - Should I Get a 15 or 30 Year Mortgage?

012 - Should I Get a 15 or 30 Year Mortgage?

Description:  Should James get a 15 year or 30 year mortgage? Let's look at the numbers What is amortization?  A great ... Read more

4 Sep 2019

20mins

Ranked #12

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031 - Should I Leave My Financial Advisor for Vanguard?

031 - Should I Leave My Financial Advisor for Vanguard?

On this week's episode:  Should I leave my financial advisor? What are your options? Balanced Mutual Fund Ex: Vangua... Read more

22 Jan 2020

29mins

Ranked #13

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016 - Budgeting Sucks, Do This Instead

016 - Budgeting Sucks, Do This Instead

In this episode: Budgeting sucks …. Do this instead Budgeting …  It’s feels so negative Instead think of align your cash... Read more

9 Oct 2019

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Ranked #14

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021 - Is a Real Estate a Good Investment?

021 - Is a Real Estate a Good Investment?

“My parents bought a home for $300k 30 years ago now it’s worth $1mm” About 4% rate of return in this example Lots many... Read more

13 Nov 2019

22mins

Ranked #15

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035 - Should I Invest In Gold?

035 - Should I Invest In Gold?

On this week's episode:  Should I Invest in Gold? A brief history of gold Commodity vs. Investment Inflation hedge? ... Read more

19 Feb 2020

24mins

Ranked #16

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011 - Where Should You Invest After Maxing Out Retirement Accounts

011 - Where Should You Invest After Maxing Out Retirement Accounts

Description:  Where should you invest after maxing out your retirement plan? Make sure you actually maxed out your reti... Read more

4 Sep 2019

14mins

Ranked #17

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004 - What is an HSA?

004 - What is an HSA?

What is an HSA HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: What is a Health Savings Account (HSA) Who qualifies to ... Read more

17 Jul 2019

21mins

Ranked #18

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034 - Do I Need Disability Insurance?

034 - Do I Need Disability Insurance?

On this week's episode: Do I Need Disability Insurance? Which is more likely death or disability? What are the most co... Read more

12 Feb 2020

26mins

Ranked #19

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010 - The Magic of Compounding Interest

010 - The Magic of Compounding Interest

Description A fun math problem that explains compounding Time = Magic - It's a long term game Do retirees need compoundi... Read more

27 Aug 2019

19mins

Ranked #20

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020 - Year End Tax Planning You Should Know

020 - Year End Tax Planning You Should Know

Know your retirement funding deadlines: 12/31 - Last day to pay itemized deductions, establish a solo 401k, complete co... Read more

6 Nov 2019

22mins

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