Real Personal Finance
Business

Real Personal Finance

by Scott Frank

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.

100 episodes
EN language
All Episodes
1
Retire From the Wrong Job, Not From Work
26:08 Mar 5, 2026
2
Rethinking Inheritance: Give It Now or Leave It Later?
22:22 Feb 19, 2026
3
Deferred Compensation: Smart Planning or a Risky Bet?
20:46 Feb 5, 2026
4
How to Stay Ahead of Taxes and Avoid Penalties
21:17 Jan 22, 2026
5
Is Your Financial Plan Supporting the Life You Want?
17:34 Jan 8, 2026
6
Can You Retire Early With Two Million Dollars?
27:19 Dec 25, 2025
7
The Simple Automations That Can Actually Boost Your Net Worth
17:02 Dec 11, 2025
8
A Simple Guide to Smarter Giving
19:47 Nov 27, 2025
9
Your Financial To-Do List Before December 31st
25:47 Nov 13, 2025
10
It’s Open Enrollment Season: How to Avoid Leaving Money on the Table
24:16 Oct 30, 2025
11
What Business Owners Need to Know About the OBBBA
16:38 Oct 16, 2025
12
There’s More to Saving for Retirement Than Knowing How Much Money You’ll Need
16:03 Sep 12, 2025
13
Pre-Tax, After-Tax, Roth: How Should You Distribute Your 401(k) Contributions?
17:33 Aug 29, 2025
14
A Meaningful Conversation About Money with Former NYT Columnist Carl Richards
23:32 Aug 15, 2025
15
The Good, the Bad, and the Ugly of the OBBBA
21:06 Aug 1, 2025
16
Am I Behind? Rethinking Retirement Catch-Up Strategies
30:02 Jul 17, 2025
17
Are You Saving Money in the Right Order?
25:43 Jul 3, 2025
18
From Saver to Spender: How to Ease the Emotional Shift into Retirement
26:09 Jun 5, 2025
19
Rethinking Your Retirement Timing
18:19 May 22, 2025
20
What’s the Purpose of Your Money?
12:49 May 8, 2025
21
Liberation Day, Trade Wars, and Your Portfolio: What Investors Need to Know
24:00 Apr 24, 2025
22
The Art of Knowing When to Save or Spend
20:51 Apr 10, 2025
23
Try Before You Buy: How to Test-Drive Big Life Transitions
20:19 Mar 27, 2025
24
Taking Control of Your Financial Future: Planning, Investing & Risk Management
24:21 Mar 13, 2025
25
How To Spend More In Retirement With a Dynamic Withdrawal Rate
19:39 Feb 27, 2025
26
The Diversification Illusion of the S&P 500
23:19 Feb 13, 2025
27
Investing Principles to Keep in Mind in 2025
12:44 Jan 30, 2025
28
The 5 Steps of a DIY Annual Investments Review
32:03 Jan 16, 2025
29
Building Habits that Last Longer than Resolutions
30:53 Jan 2, 2025
30
What Does Your Most Fulfilled Life Look Like?
37:41 Dec 19, 2024
31
Should I Rent or Should I Buy?
33:53 Dec 5, 2024
32
When Roth Conversions Make Sense (and When They Don’t)
27:39 Nov 21, 2024
33
What Do Financial Advisors Actually Do?
31:04 Nov 7, 2024
34
How to Leverage Tax Projections to Minimize Your Tax Burden
30:06 Oct 24, 2024
35
Making Moves During Open Enrollment? Learn More About Life Insurance, Disability Coverage, 401(k), and More
30:32 Oct 10, 2024
36
Weighing the Benefits: How to Make a Decision on Employer-Provided Health Insurance
22:35 Sep 26, 2024
37
Embracing the Mess: How to Improve Financial Outcomes When Life Doesn’t Go as Planned
27:47 Sep 12, 2024
38
What is an Exchange Fund (and Should You Ever Join One)?
26:44 Aug 29, 2024
39
Politics and Personal Finance: Strategies for Stability During a Wild Election Season
24:08 Aug 15, 2024
40
Balancing Stocks, Bonds, Cash, and Your Financial Goals
30:13 Aug 1, 2024
41
How to Stop Your Instincts and Biases From Ruining Your Portfolio Returns
20:46 Jul 18, 2024
42
How to Build an Emergency Plan
24:52 Jul 4, 2024
43
How Can You Plan For An Uncertain Future?
22:01 Jun 20, 2024
44
Is Giving to a Donor-Advised Fund Worth It?
28:26 Jun 6, 2024
45
Should I Invest in My Health Savings Account?
27:16 May 23, 2024
46
What Should You Do With Your Stock Portfolio?
25:35 May 14, 2024
47
What Should You Do With Your Pile of Cash?
23:09 May 13, 2024
48
Is It Possible To Actually Reach FIRE?
25:34 May 10, 2024
49
How Can You Avoid Surprises Next Tax Season?
26:07 May 9, 2024
50
Final Episode - How To Stay In Touch With Us!
6:05 Mar 1, 2023
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