Real Personal Finance

Auteur(s): Scott Frank
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  • Résumé

  • Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Meg Bartelt. 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. Scott and Meg 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.
    © 2025 Real Personal Finance
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Finances personnelles Gestion et leadership Économie
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Épisodes
  • The Diversification Illusion of the S&P 500

    The Diversification Illusion of the S&P 500
    Feb 13 2025

    The S&P 500 was up 25% in 2024, so is that all you need for a strong financial future? Not so fast. Putting all your money in one place—even a good one—is risky.

    Smart investors look beyond the U.S. to global markets, small-value stocks, and international giants like Toyota and Taiwan Semiconductor. More variety = less risk.

    Join us to see just how staying broadly diversified means so much more than simply investing in the S&P 500.

    Ready to learn more?

    • Scott Frank on LinkedIn
    • Stone Steps Financial
    • Meg Bartelt on LinkedIn
    • Flow Financial Planning

    Leave us a question!

    Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with me at Stone Steps Financial.
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    23 min
  • Investing Principles to Keep in Mind in 2025

    Investing Principles to Keep in Mind in 2025
    Jan 30 2025

    If you’re tired of checking on your portfolio every day, we’ve got good news! In this episode, we go back to Investing 101 to look at the basic principles of a healthy outlook on the markets.

    Join us for this quick overview of how to avoid the traps that others fall into and keep your financial plan on target!

    Ready to learn more?

    • Scott Frank on LinkedIn
    • Stone Steps Financial

    Leave me a question!

    Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with me at Stone Steps Financial.
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    13 min
  • The 5 Steps of a DIY Annual Investments Review

    The 5 Steps of a DIY Annual Investments Review
    Jan 16 2025

    The new year is a great time to do an annual review. In this episode, we look at five things to look at regarding your investments to help you make the most of your money.

    Join us as we look at some of the simplest ways you can help keep your financial plan on track!

    Ready to learn more?

    • Scott Frank on LinkedIn
    • Stone Steps Financial
    • Meg Bartelt on LinkedIn
    • Flow Financial Planning

    Leave us a question!

    Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial or Flow Financial Planning.

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    32 min

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