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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

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Final Episode - How To Stay In Touch With Us!

Final Episode - How To Stay In Touch With Us!

Scott and James thank all of the fans for years of support for listening to the podcast and review where you can find th... Read more

1 Mar 2023

6mins

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How to Balance a Home Purchase with Saving for Retirement?

How to Balance a Home Purchase with Saving for Retirement?

Scott and James discuss how to balance a home purchase with saving for retirement.Listener Question:We want to stay in m... Read more

22 Feb 2023

15mins

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What Should You Do If You Make Too Much To Contribute To a Roth IRA?

What Should You Do If You Make Too Much To Contribute To a Roth IRA?

Scott and James discuss what to do if you make too much to contribute to a Roth IRA.Listener Question:I am currently 33 ... Read more

15 Feb 2023

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The Truth About an MBA - Is It Worth It?

The Truth About an MBA - Is It Worth It?

Scott and James discuss whether or not an MBA is worth it.Planning Points DiscussedUtilizing Time EfficientlyCapital App... Read more

8 Feb 2023

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How Are Different Types of Investment Withdrawals Taxed?

How Are Different Types of Investment Withdrawals Taxed?

Scott and James discuss the tax implications of withdrawing income from various accounts in retirement.Listener Question... Read more

1 Feb 2023

17mins

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How Can I Reduce Costs Inside Of My Company's 401(k)?

How Can I Reduce Costs Inside Of My Company's 401(k)?

Scott and James discuss how to reduce costs inside of your company's 401(k).Join the Real Personal Finance Community and... Read more

25 Jan 2023

21mins

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How Should Real Estate Factor In My Retirement Plan?

How Should Real Estate Factor In My Retirement Plan?

Scott and James discuss how real estate should factor into your retirement plan.Join the Real Personal Finance Community... Read more

18 Jan 2023

23mins

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How to Best Diversify a Concentrated Stock Holding

How to Best Diversify a Concentrated Stock Holding

Scott and James discuss how to best diversify a concentrated stock holding.Join the Real Personal Finance Community and ... Read more

11 Jan 2023

26mins

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5 Steps to Get Your Finances Right in the New Year

5 Steps to Get Your Finances Right in the New Year

Scott and James discuss how 5 things to start the new year right with your finances.Join the Real Personal Finance Commu... Read more

4 Jan 2023

35mins

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How Should You Choose Survivor Benefits Options For Your Pension?

How Should You Choose Survivor Benefits Options For Your Pension?

Scott and James discuss how you should choose your survivor benefits options for your pension. Join the Real Personal Fi... Read more

28 Dec 2022

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