Real Personal Finance

198 - What Should You Do With Your Stock Portfolio?

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. James 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.

More episodes

198 - What Should You Do With Your Stock Portfolio?

Tue, 14 May 2024
197 - What Should You Do With Your Pile of Cash?

Mon, 13 May 2024
196 - Is It Possible To Actually Reach FIRE?

Fri, 10 May 2024
195 - How Can You Avoid Surprises Next Tax Season?

Thu, 09 May 2024
194 - Final Episode - How To Stay In Touch With Us!

Wed, 01 Mar 2023
193 - How to Balance a Home Purchase with Saving for Retirement?

Wed, 22 Feb 2023
192 - What Should You Do If You Make Too Much To Contribute To a Roth IRA?

Wed, 15 Feb 2023
191 - The Truth About an MBA - Is It Worth It?

Wed, 08 Feb 2023
190 - How Are Different Types of Investment Withdrawals Taxed?

Wed, 01 Feb 2023
189 - How Can I Reduce Costs Inside Of My Company's 401(k)?

Wed, 25 Jan 2023
188 - How Should Real Estate Factor In My Retirement Plan?

Wed, 18 Jan 2023
187 - How to Best Diversify a Concentrated Stock Holding

Wed, 11 Jan 2023
186 - 5 Steps to Get Your Finances Right in the New Year

Wed, 04 Jan 2023
185 - How Should You Choose Survivor Benefits Options For Your Pension?

Wed, 28 Dec 2022
184 - Misleading Financial Rules That You Should Avoid

Wed, 21 Dec 2022
183 - [BIG ANNOUNCEMENT!] How to Find the Right Solution For Your Financial Needs

Wed, 14 Dec 2022
182 - What's the Best Way for a Career Changer to Get Into the Financial Planning Industry?

Wed, 07 Dec 2022
181 - How Do You Know When You're on Track to be Financially Free?

Wed, 30 Nov 2022
180 - How do Individual Stocks Compare to Investing in Funds?

Wed, 23 Nov 2022
179 - What's the Most Effective Way to Incorporate Giving Into Your Financial Plan?

Wed, 16 Nov 2022
178 - Does it Ever Make Sense to Purchase a Home with All Cash Down?

Wed, 09 Nov 2022
177 - How Does A Pension Fit In Your Overall Retirement Plan?

Wed, 02 Nov 2022
176 - 120 - How To Make Sure You Aren't Leaving Free Money on the Table During Open Enrollment

Wed, 06 Oct 2021
175 - 175 - 5 Employee Benefits To Get Right During Annual Enrollment

Thu, 27 Oct 2022
174 - 174 - Is Roth or Traditional Better for FIRE?

Wed, 19 Oct 2022
173 - 173 - Should I Dip into My Retirement Accounts to Purchase a Home?

Wed, 12 Oct 2022
172 - 172 - What Should I Do When I I Receive a Significant Bump in Income?

Wed, 05 Oct 2022
171 - 171 - Should I Save My Money For The Future Or Spend it Today?

Wed, 28 Sep 2022
170 - 170 - Where Should I Invest My Excess Income?

Wed, 21 Sep 2022
169 - 169 - [New Format!] Are Your Investments Too Concentrated?

Wed, 14 Sep 2022
168 - 168 - How to Understand the Stock Market

Wed, 07 Sep 2022
167 - 167 - What Insurances Do I Need?

Wed, 31 Aug 2022
166 - 166 - How Does This Market Impact How We Pull Funds from 529 Plans?

Wed, 24 Aug 2022
165 - 165 - How to Invest in Stocks For Beginners

Wed, 17 Aug 2022
164 - 164 - How To Understand Your Cash Flow

Wed, 10 Aug 2022
163 - 163 - Pros & Cons of Using Dividend Investing to Create Passive Income

Wed, 03 Aug 2022
162 - 162 - How To Understand Your Balance Sheet

Wed, 27 Jul 2022
161 - 161 - How to Invest During a Bear Market

Wed, 20 Jul 2022
160 - 160 - How to Retire Early

Wed, 13 Jul 2022
159 - 159 - How Much Company Stock Ownership Is Too Much?

Wed, 06 Jul 2022
158 - 158 - Where To Invest Cash Earmarked for a Down Payment?

Wed, 29 Jun 2022
157 - 157 - How to Best Mitigate Risk in Your Investment Strategy

Wed, 22 Jun 2022
156 - 156 - Benefits of Health Savings Accounts and How to Maximize Their Impact

Wed, 15 Jun 2022
155 - 155 - Should I Use an Adjustable Rate Mortgage (ARM)

Wed, 08 Jun 2022
154 - 154 - How Can I Reduce Taxes on Side Hustle Income?

Wed, 01 Jun 2022
153 - 153 - What Planning Points Should You Consider During a Recession?

Wed, 25 May 2022
152 - 152 - How to Invest In Down Markets

Wed, 18 May 2022
151 - 151 - How to Account For Matching Contributions in Retirement Saving Rates

Wed, 11 May 2022
150 - 150 - How to Give More Effectively Using Donor Advised Funds

Wed, 04 May 2022
149 - 149 - How to Find a Financial Professional That's Right For You

Wed, 27 Apr 2022

Visa fler avsnitt

Fler poddar om utbildning

Hitta din radiostation