Real Personal Finance

De: Scott Frank
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  • Resumen

  • Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Nick Covyeau. 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 Nick 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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Economía Finanzas Personales Gestión y Liderazgo Liderazgo
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Episodios
  • The Art of Knowing When to Save or Spend

    The Art of Knowing When to Save or Spend
    Apr 10 2025

    Balancing today’s lifestyle with tomorrow’s goals isn’t easy, but it’s doable. In this episode, we answer a listener's question about 401(k) contribution limits and employer matching, which opens up a broader conversation about financial flexibility and smart savings strategies.

    We break down 2025 contribution limits, including catch-up provisions for those over 50, and clarify what counts toward those limits. Nathan, who works in higher ed and saves 21% of his income, offers a great example of blending tax-advantaged retirement accounts with a brokerage account for added flexibility.

    This episode offers practical insights to help you build a plan that supports both your future and your life today.

    Ready to learn more?

    • Scott Frank on LinkedIn
    • Stone Steps Financial
    • Nick Covyeau on LinkedIn
    • Swell Financial Partners

    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. Connect with us at Stone Steps Financial or Swell Financial Partners.
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    21 m
  • Try Before You Buy: How to Test-Drive Big Life Transitions

    Try Before You Buy: How to Test-Drive Big Life Transitions
    Mar 27 2025

    Major financial transitions don't have to be binary choices – testing your assumptions before making big moves can prevent costly mistakes and regrets. In this episode, Nick and Scott talk about test-driving potential life transitions to help guide your decisions.

    • Looking at buying a home? Try setting aside the difference between rent and projected homeownership costs

    • Practice living on expected retirement income while still employed

    • Try extended stays in potential retirement locations during different seasons

    Break down big transitions into small, actionable steps, and remember that major life goals often involve both financial and lifestyle adjustments.

    Ready to learn more?

    • Scott Frank on LinkedIn
    • Stone Steps Financial
    • Nick Covyeau on LinkedIn
    • Swell Financial Partners

    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. Connect with us at Stone Steps Financial or Swell Financial Partners.
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    20 m
  • Taking Control of Your Financial Future: Planning, Investing & Risk Management

    Taking Control of Your Financial Future: Planning, Investing & Risk Management
    Mar 13 2025

    In the face of the uncertainty of life, it’s difficult knowing that many things are out of your control. Focusing on your financial well-being can often feel daunting, especially with the unpredictability of markets. In this episode, we discuss aspects of your financial journey that you can control, like…

    - The importance of having a structured financial plan

    - Cash flow: savings, spending, debt, and taxes

    - Strategies for managing investments and understanding risk

    - An emergency fund in your financial security

    - A personal financial roadmap that adapts to life changes

    Ready to learn more?

    • Scott Frank on LinkedIn
    • Stone Steps Financial
    • Nick Covyeau on LinkedIn
    • Swell Financial Partners

    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 Swell Financial Partners.
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    24 m
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My favorite personal finance podcast

It’s a quick and concise podcast in Q&A format that answers one question per episode. I like that it’s for people who has a foundation of personal finance but want to deep dive into a particular topic. It’s short and detailed, with no BS and time wasted. Highly recommend for anyone who doesn’t want to listen to Dave Ramsey.

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