Real Personal Finance

Real Personal Finance

Scott Frank and James Conole

Your personal finance questions answered by CFP® professionals

12 minutes 44 seconds

Investing Principles to Keep in Mind in 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.
30 January 2025, 3:00 pm
32 minutes 3 seconds

The 5 Steps of a DIY Annual Investments Review
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?
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.
16 January 2025, 3:00 pm
30 minutes 53 seconds

Building Habits that Last Longer than Resolutions
New year, new you, new episode! Failed New Year’s resolutions are so cliche. How can you achieve lasting results, whether you’re trying to get healthy, save more money, or something else?
Tune in to hear how you can set yourself up for success – as well as our favorite financial habits for the new year!
Ready to learn more?
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.
2 January 2025, 2:00 pm
37 minutes 41 seconds

What Does Your Most Fulfilled Life Look Like?
What does your most fulfilled life look like? If you’re not sure, then this episode is for you.
Join us as we discuss three questions to help you uncover what is most important to you!
Resources mentioned in this episode:
- Goals for Life Worksheet
- Kinder’s 3 Questions
Ready to learn more?
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.
19 December 2024, 4:00 pm
33 minutes 53 seconds

Should I Rent or Should I Buy?
To be a home owner or not to be a home owner, that is the question – and the answer is anything but simple!
Tune in as we discuss when home ownership makes sense and when it may be better to rent.
Ready to learn more?
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.
5 December 2024, 2:00 pm
27 minutes 39 seconds

When Roth Conversions Make Sense (and When They Don’t)
Roth conversions can be a great tool for minimizing your tax burden, but you don’t want to jump in blind. If you have a 401(k) and/or an IRA, you don’t want to miss this episode.
Join us as we look at the what, when and why of Roth conversions.
Ready to learn more?
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.
21 November 2024, 4:00 pm
31 minutes 4 seconds

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 back the curtain on what we do, how we think about it, and how we help our clients.
Ready to learn more?
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.
7 November 2024, 4:00 pm
30 minutes 6 seconds

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 year, join us as we discuss how a tax projection can help minimize your tax burden.
Ready to learn more?
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.
24 October 2024, 3:00 pm
30 minutes 32 seconds

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 could probably ignore.
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.
10 October 2024, 1:00 pm
22 minutes 35 seconds

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 learn more?
- Scott Frank on LinkedIn
- Stone Steps Financial
- Meg Bartelt on LinkedIn
- Flow Financial Planning
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.
26 September 2024, 3:00 pm
27 minutes 47 seconds

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 advisor’s best advice into action more consistently.
Join us as we discuss the stories and strategies that make financial planning such a dynamic and important journey.
Ready to learn more?
- Scott Frank on LinkedIn
- Stone Steps Financial
- Meg Bartelt on LinkedIn
- Flow Financial Planning
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.
12 September 2024, 1:00 pm
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