Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Nick Covyeau. 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. Scott and Nick 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.
Latest episodes
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19 min
Don’t Go Into Open Enrollment on Autopilot
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.— It'…
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18 min
Maximizing Deductions and the 0% Capital Gains Bracket
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.— Pay…
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24 min
Everything You Need to Know About Trump Accounts
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.— Mos…
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28 min
Playing the Long Game with Lifetime Taxes
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.— Nob…
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25 min
Reframing Midyear Reviews into Renewals
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.— Mos…
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24 min
The High-Earning Budget Blueprint
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.— You…
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24 min
Money, Meaning, and Marital Harmony
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.— You…
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36 min
Rockets, Revenue, and the "Hype Tax" on the SpaceX IPO
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.— The…
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19 min
How to Turn a Layoff Into a Strategic Sabbatical
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.— A l…
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24 min
Structuring a 10-Year Retirement Runway
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.— Mos…
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23 min
Navigating the High Stakes of Tech Stock Concentration
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.— Mos…
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24 min
The Tab You Keep Closing (And Why You Need to Open It)
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.— The…
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12 min
How To Stress-Test Your Finances Against Single-Employer Risk
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.— You…
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15 min
Your Biggest Asset Might Be Your Biggest Tax Problem
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.— You…
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26 min
Retire From the Wrong Job, Not From Work
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.— Mos…
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22 min
Rethinking Inheritance: Give It Now or Leave It Later?
There’s a common belief people have about money: you build it, you protect it, and whatever’s left gets passed on at the end.But what if the timing matters more than the total?As l…
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21 min
Deferred Compensation: Smart Planning or a Risky Bet?
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.— Def…
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21 min
How to Stay Ahead of Taxes and Avoid Penalties
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.— Tax…
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18 min
Is Your Financial Plan Supporting the Life You Want?
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.— The…
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27 min
Can You Retire Early With Two Million Dollars?
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.— Ret…