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In this episode of “Real Personal Finance,” Meg Bartelt joins me as a co-host for the final time, and we dive into a common investing...

This time on “Real Personal Finance,” I’m hosting a solo episode on how to establish investment principles that can help you keep a level...

In this episode of “Real Personal Finance,” we’re looking at five things you can look at regarding your investments in the new year....

This time on “Real Personal Finance,” we’re looking at Roth conversions – what they are, when you should do them, and when you...

In our latest episode, Meg brought in a recent client question on whether or not to join an exchange fund, which sparked an interesting...

In our latest episode, co-host Meg Bartelt, President of Flow Financial Planning, and I dig into elections and finance: Specifically, how...

Calling the process of crafting the perfect investment portfolio daunting may be kind in some cases, especially given an overwhelming...

In the latest episode of Real Personal Finance, Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial...

Health Savings Accounts (HSAs) have emerged as a crucial tool for managing healthcare expenses and optimizing tax savings, especially for...

Are you emotionally attached to your stocks? While it may seem silly, we place strong emotional ties to our investments. Eventually, this...