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How to Spend More in Retirement With a Dynamic Withdrawal Rate
Many people struggle with planning for retirement. One of the most important questions that can arise is: how much can I spend? In our...
Scott Frank
Feb 272 min read
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When Roth Conversions Make Sense (and When They Don't)
This time on “Real Personal Finance,” we’re looking at Roth conversions – what they are, when you should do them, and when you...
Scott Frank
Nov 20, 20242 min read
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Making Moves During Open Enrollment? Learn More About Life Insurance, Disability Coverage, 401(k) and More
In the latest episode of “Real Personal Finance,” we’re picking up where we left off last time: open enrollment. Last time, we focused on...
Scott Frank
Oct 9, 20242 min read
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Weighing the Benefits: How to Make a Decision on Employer-Provided Health Insurance
Open enrollment season is almost here! In this episode of “Real Personal Finance,” we discuss navigating employer-provided health...
Scott Frank
Sep 25, 20242 min read
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How Can You Plan For An Uncertain Future?
Planning for a financially secure retirement can be daunting, especially when the future is uncertain. In this episode of Real Personal...
Scott Frank
Sep 6, 20242 min read
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Politics and Personal Finance: Strategies for Stability During a Wild Election Season
In our latest episode, co-host Meg Bartelt, President of Flow Financial Planning, and I dig into elections and finance: Specifically, how...
Scott Frank
Aug 14, 20242 min read
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Is It Possible to Actually Reach FIRE?
Is it possible for you to reach financial independence? For many, the idea seems like a pipedream. It can be hard to visualize saving...
Scott Frank
May 9, 20243 min read
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