Scott and James discuss the tradeoffs between investing in real estate and the stock market. Listener Question My wife and I just purchased our first home (30-yr fixed, low interest rate, strong housing market in suburbs of a major city).  As we start a family, we realize we'll likely need a larger home in 5-8 years.  Should we plan to purchase a second, larger home, while maintaining our current home as a rental property (which I assume requires less risky investments today), OR in...

142 - What Are the Tradeoffs Between Real Estate and Stock Market Investing?

Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and&nbsp; Meg Bartelt. 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 Meg 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.

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Deciding what to do with your stocks can prove to be a problem, challenge, and opportunity all at once. With a huge portfolio in front of you, what can you do to slim it down? This week, Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, provide insights on how to cut down on your stocks to achieve the life you’ve dreamed of. We have emotional ties to our investments—but that shouldn’t stop you from pursuing a more financially sound f...

What Should You Do With Your Stock Portfolio?

Is your cash currently sitting under your mattress, withering away with inflation? While stashing your cash seems like a safe bet, it limits your access to investment opportunities. With inflation rising, the value of your cash may not have the longevity you hoped for. If you currently have a pile of cash and are asking yourself, “Well…what now?” this week’s episode of “Real Personal Finance” guides you through aligning your resources with the life you want to lead. Scott Frank, founder of St...

What Should You Do With Your Pile of Cash?

What does being financially independent mean to you? Those chasing FIRE (Financial Independence, Retire Early) are choosing to live frugally now to achieve early retirement. FIRE is a means to unlock a life where work is optional and the freedom of choice reigns supreme. Scott Frank, founder of Stone Steps Financial, and Meg Bartelt, founder of Flow Financial Planning, LLC, discuss the movement's evolution and how people are applying FIRE principles to their daily lives. With the concept...

Is It Possible To Actually Reach FIRE?

Does your anxiety spike every time tax season rolls around? The possibility of receiving an unexpected tax bill can bring a sense of dread to the entire month of April. We all have to pay taxes, but we don’t have to stress about them. Scott Frank, founder of Stone Steps Financial, is joined by Meg Bartelt, founder of Flow Financial Planning, LLC, to simplify conversations around money and tax planning. Conquer your tax season anxiety and avoid the shock of unexpected tax bills through Sc...

How Can You Avoid Surprises Next Tax Season?

Scott and James thank all of the fans for years of support for listening to the podcast and review where you can find them if you're looking for customized advice when it comes to maximizing your finances. LET'S CONNECT!JamesYouTube | Website | PodcastScottFacebook | Twitter | Website

142 - What Are the Tradeoffs Between Real Estate and Stock Market Investing?

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