Podcast Episodes

What Do Financial Advisors Actually Do?

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 ba…

Published on 9 months, 3 weeks ago

How to Leverage Tax Projections to Minimize Your Tax Burden

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 yea…

Published on 10 months ago

Making Moves During Open Enrollment? Learn More About Life Insurance, Disability Coverage, 401(k), and More

We’re back with another look at open enrollment decisions! This time, we’re talking life insurance, disability coverage, 401(k)s and more.

Join us as we discuss which options make sense, and which you…

Published on 10 months, 2 weeks ago

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

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 lear…

Published on 11 months ago

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

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 adv…

Published on 11 months, 2 weeks ago

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

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 e…

Published on 1 year ago

Politics and Personal Finance: Strategies for Stability During a Wild Election Season

It’s election time again and right on cue, everything feels a little out of control. But should it? What does history have to say about market behavior around elections? Join us as we consider the in…

Published on 1 year ago

Balancing Stocks, Bonds, Cash, and Your Financial Goals

How do financial advisors mix stocks, bonds, and cash to achieve the best returns to meet each person’s financial needs? In today’s episode, Scott Frank and Meg Bartelt discuss the unique risks and p…

Published on 1 year ago

How to Stop Your Instincts and Biases From Ruining Your Portfolio Returns

People say it’s just business, it’s not emotional, but that’s really not the case. In this episode of Real Personal Finance, Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of…

Published on 1 year, 1 month ago

How to Build an Emergency Plan

How prepared are you for a financial crisis when job security feels more fragile than ever? In today's episode, Scott Frank and Meg Bartelt break down the essential steps to creating a strong emergen…

Published on 1 year, 1 month ago