It looks like this podcast has ended some time ago. This means that no new episodes have been added some time ago. If you're the host of this podcast, you can check whether your RSS file is reachable for podcast clients.
Real Personal Finance
by Scott Frank and James ConoleYour 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.
Copyright: © 2023 Real Personal Finance
Episodes
006 - To Roth or Not to Roth?
19m · PublishedDescription
Invest in a Roth or traditional IRA
What if your tax rates are the same, now and in the future
What are Required Minimum Distributions and who needs to take them
When would a traditional IRA be favored to a Roth
When is a Roth IRA favored
Do your homework before you make your contributions
Think about Roth conversions in gap years / low income years
LETS’ CONNECT!
James
- Website
Scott
- Website
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Sticher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
005 - How Much Do I Need To Retire?
23m · PublishedDescription
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
Start with the end in mind
Know your income sources in retirement
Calculate how much you need to have in your investment accounts
Other factors to keep in mind
LINKS WE MENTIONED ON THE SHOW:
JP Morgan's Guide to Retirement
LETS’ CONNECT!
James
- Website
Scott
- Website
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Sticher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
004 - What is an HSA?
21m · PublishedWhat is an HSA
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
- What is a Health Savings Account (HSA)
- Who qualifies to use an HSA
- What can you use your HSA for
- How does it save you on taxes
- How can you use an HSA to save and invest for the future
- How to prioritize IRA savings versus HSA savings
Linked Resources:
HSA Report Card - What States Allow for Tax Deductions
LETS’ CONNECT!
James
- Website
Scott
- Website
ENJOY THE SHOW?
- Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play
- Leave us a review in iTunes
- Have a money question you want us to answer? Submit one here (We can use my contact box on SSF site, no one else ever submits things here.)
003 - Should I Use a SEP IRA or a Solo 401(k)?
24m · Published
SEP IRA vs. Solo 401k
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
What is a SEP IRA
How much can you contribute
Account opening deadline
What is a solo 401k
How much can you contribute
S-Corporation vs. Sole Proprietor
Over 50 years old
Account opening deadlines
Where can you set up a solo 401k?
Solo 401ks additional benefits
Our favorite
LETS’ CONNECT!
James
- Website
Scott
- Website
ENJOY THE SHOW?
- Don’t miss an episode, subscribe via iTunes, Spotify, or Google Play.
- Leave us a review in iTunes.
- Have a money question you want us to answer? Submit one here
002 - Is it Better to Invest or Pay Off Debt
18m · PublishedHERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
How to prioritize your debts
Understanding the power of time value of money
Where can you look to start saving
Is the textbook answer the right answer?
LINKS WE MENTIONED ON THE SHOW:
Prioritize your debts
A Tale of Two Marines
LETS’ CONNECT!
James
- Website
Scott
- Website
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Sticher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
Real Personal Finance has 216 episodes in total of non- explicit content. Total playtime is 78:49:48. The language of the podcast is English. This podcast has been added on October 26th 2022. It might contain more episodes than the ones shown here. It was last updated on March 2nd, 2024 19:10.
