Podcast Episodes

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 …

1 year, 8 months 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 …

1 year, 8 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 fina…

1 year, 8 months 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…

1 year, 9 months 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 behavi…

1 year, 9 months 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 Fr…

1 year, 10 months 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 …

1 year, 10 months 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 dow…

1 year, 11 months ago

How Can You Plan For An Uncertain Future?

How do you secure your retirement against an uncertain future? In this episode of “Real Personal Finance,” Scott Frank, founder of Stone Steps Financ…

1 year, 11 months ago

Is Giving to a Donor-Advised Fund Worth It?

Rethink  your charitable giving and maximize your tax benefits with Donor-Advised Funds. Discover how this streamlined and tax-efficient alternative …

2 years ago