Description
How do you secure your retirement against an uncertain future? In this episode of “Real Personal Finance,” Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, explore strategies to predict future expenses and ensure financial readiness, even if retirement is decades away. They address a listener question about preparing 26 years ahead, covering how to assess current expenses and plan for changing costs like mortgages. Estimating future medi...
Roth conversions can be a great tool for minimizing your tax burden, but you don’t want to jump in blind. If you have a 401(k) and/or an IRA, you don’t want to miss this episode.Join us as we look at the what, when and why of Roth conversions.Ready to learn more? Scott Frank on LinkedIn Stone...
Published 11/21/24
Ever wonder what exactly a financial advisor does? In our latest episode, we’re going beyond investments and insurance to look at the big picture of everything we do as advisors.Join us as we pull back the curtain on what we do, how we think about it, and how we help our clients.Ready to learn...
Published 11/07/24