Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and James Conole. 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 Scott 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.
Scott and James discuss when it makes sense to start redirecting retirement savings to other account types. Listener Question 1. Currently, I'm 47 and...
Scott and James discuss the important milestones you should be aware of. Planning Points Discussed Retirement Planning Utilizing Time Efficiently Capi...
Scott and James discuss how to make sure you aren't leaving free money on the table during open enrollment. Planning Points Discussed Retirement Plann...
Scott and James discuss how to make sure you aren't leaving free money on the table during open enrollment. Planning Points Discussed Retirement Plann...
Scott and James discuss what you should do when you have large unrealized gains in a concentrated stock holding. Listener Question 1. My wife and I ha...
Scott and James discuss how you can take advantage of tax loss and tax gain harvesting. Planning Points Discussed Retirement Planning Utilizing Time E...
Scott and James discuss if you should pursue a dividend and sector investment strategy. Listener Question 1. Can we talk about dividends and dividend ...
Scott and James discuss what the key things are to focus on when you're just getting started. Planning Points Discussed Retirement Planning Utilizing ...
Scott and James discuss multiple listener questions regarding tracking 401k contributions, ESPP savings, and investing after getting a late start. Pla...
Scott and James discuss how to upsize homes before selling your current home. Planning Points Discussed Retirement Planning Utilizing Time Efficiently...