The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Biscuits & Jam
1 Encore: Jessica B. Harris Believes in a Welcome Table 42:14
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LikedEpisode Description: Jessica B. Harris may have been born and raised in New York City, but she has Tennessee roots through her father and has spent much of her life split between homes in the Northeast and the South – specifically New Orleans. For more than fifty years, she has been a college professor, a writer, and a lecturer, and her many books have earned her a reputation as an authority on food of the African Diaspora, as well as a lifetime achievement award from the James Beard Foundation. A few years back, Netflix adapted her book, High on the Hog: A Culinary Journey from Africa to America , into a 4 part docuseries. And I’m very proud to say that she’s a longtime contributor to Southern Living with a regular column called The Welcome Table. This episode was recorded in the Southern Living Birmingham studios, and Sid and Jessica talked about her mother’s signature mac and cheese, the cast-iron skillet she’d be sure to save if ever her house were on fire, and her dear friend, the late New Orleans chef Leah Chase. For more info visit: southernliving.com/biscuitsandjam Biscuits & Jam is produced by : Sid Evans - Editor-in-Chief, Southern Living Krissy Tiglias - GM, Southern Living Lottie Leymarie - Executive Producer Michael Onufrak - Audio Engineer/Producer Jeremiah McVay - Producer Learn more about your ad choices. Visit podcastchoices.com/adchoices…
What Does Your Most Fulfilled Life Look Like?
Manage episode 456395265 series 2653925
Content provided by Scott Frank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Frank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
What does your most fulfilled life look like? If you’re not sure, then this episode is for you.
Join us as we discuss three questions to help you uncover what is most important to you!
Resources mentioned in this episode:
Ready to learn more?
Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial or Flow Financial Planning.
225 episodes
ShareManage episode 456395265 series 2653925
Content provided by Scott Frank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Frank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
What does your most fulfilled life look like? If you’re not sure, then this episode is for you.
Join us as we discuss three questions to help you uncover what is most important to you!
Resources mentioned in this episode:
Ready to learn more?
Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial or Flow Financial Planning.
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Real Personal Finance
1 From Saver to Spender: How to Ease the Emotional Shift into Retirement 26:09
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Play Later Play Later Lists Like LikedRetirement is supposed to be the reward after decades of hard work, but for many, the hardest part is learning how to actually spend the money they’ve saved. In this episode, we explore why that transition feels so uncomfortable and how creating a retirement paycheck can help make spending feel safe and sustainable. We talk through the natural phases of retirement spending, the risks of being too conservative, and how to align your money with what really matters to you. Key takeaways: Retirement spending happens in phases, and your plan should evolve with them A "retirement paycheck" can bring structure and confidence to your financial life Being overly cautious can hurt more than help, especially when it comes to inflation Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Nick Covyeau on LinkedIn Swell Financial Partners Leave us a question! Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Connect with us at Stone Steps Financial or Swell Financial Partners .…
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Real Personal Finance
Why do some people delay retirement when they’re more than ready, while others want out the moment they hit the financial edge? In this episode, we explore the emotional weight behind retirement decisions, from the fear of losing identity to the overlooked value of early, healthy retirement years. You’ll hear how flexible paths like consulting or “dialing down” can offer purpose and freedom without the pressure of full-time work. If you’ve ever asked yourself whether to push through one more year or step into your next chapter, this conversation is your guide. Key takeaways: Retirement isn’t just a financial decision—it’s an emotional one and an identity shift. Early retirement years are more valuable than later ones due to health and opportunity. Flexible transitions like part-time work or consulting can bridge the gap between burnout and full retirement. Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Nick Covyeau on LinkedIn Swell Financial Partners Leave us a question! Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Connect with us at Stone Steps Financial or Swell Financial Partners .…
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Real Personal Finance
What should you do with extra cash when markets feel shaky? In this episode, we break down why your savings rate is the real engine of wealth, and how understanding the purpose behind your money brings clarity to every financial decision. You’ll learn why market downturns can be golden opportunities, but only if your foundation is solid and your timeline matches the risk. We also share how investment certainty grows with time, helping you shift your mindset from fear to long-term confidence. Key takeaways: Know your savings rate and aim for 10–20% of total compensation. Build financial stability before pursuing market opportunities. Match investment decisions to your money’s purpose and timeline. Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Nick Covyeau on LinkedIn Swell Financial Partners Leave us a question! Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Connect with us at Stone Steps Financial or Swell Financial Partners .…
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Real Personal Finance
1 Liberation Day, Trade Wars, and Your Portfolio: What Investors Need to Know 24:00
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Play Later Play Later Lists Like LikedIs market volatility really all about tariffs? In the wake of the unexpectedly aggressive “Liberation Day,” headlines would have you believe so. But the bigger culprit isn’t trade policy—it’s uncertainty. While U.S. markets have taken a noticeable hit, international developed markets are down only about 1.3% as of this recording. So what’s really going on? In this episode, we break down what investors need to keep in mind when the market gets shaky, including: Why portfolio diversification is your best defense in turbulent times Why volatility tends to cluster and why that makes timing the market so difficult The reality behind trade balances: population size and competitive advantage matter How using tolerance bands for rebalancing can help you make rational, not emotional, decisions Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Nick Covyeau on LinkedIn Swell Financial Partners Leave us a question! Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Connect with us at Stone Steps Financial or Swell Financial Partners .…
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Real Personal Finance
Balancing today’s lifestyle with tomorrow’s goals isn’t easy, but it’s doable. In this episode, we answer a listener's question about 401(k) contribution limits and employer matching, which opens up a broader conversation about financial flexibility and smart savings strategies. We break down 2025 contribution limits, including catch-up provisions for those over 50, and clarify what counts toward those limits. Nathan, who works in higher ed and saves 21% of his income, offers a great example of blending tax-advantaged retirement accounts with a brokerage account for added flexibility. This episode offers practical insights to help you build a plan that supports both your future and your life today. Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Nick Covyeau on LinkedIn Swell Financial Partners Leave us a question! Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Connect with us at Stone Steps Financial or Swell Financial Partners .…
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Real Personal Finance
1 Try Before You Buy: How to Test-Drive Big Life Transitions 20:19
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Play Later Play Later Lists Like LikedMajor financial transitions don't have to be binary choices – testing your assumptions before making big moves can prevent costly mistakes and regrets. In this episode, Nick and Scott talk about test-driving potential life transitions to help guide your decisions. • Looking at buying a home? Try setting aside the difference between rent and projected homeownership costs • Practice living on expected retirement income while still employed • Try extended stays in potential retirement locations during different seasons Break down big transitions into small, actionable steps, and remember that major life goals often involve both financial and lifestyle adjustments. Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Nick Covyeau on LinkedIn Swell Financial Partners Leave us a question! Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Connect with us at Stone Steps Financial or Swell Financial Partners .…
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Real Personal Finance
1 Taking Control of Your Financial Future: Planning, Investing & Risk Management 24:21
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Play Later Play Later Lists Like LikedIn the face of the uncertainty of life, it’s difficult knowing that many things are out of your control. Focusing on your financial well-being can often feel daunting, especially with the unpredictability of markets. In this episode, we discuss aspects of your financial journey that you can control, like… - The importance of having a structured financial plan - Cash flow: savings, spending, debt, and taxes - Strategies for managing investments and understanding risk - An emergency fund in your financial security - A personal financial roadmap that adapts to life changes Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Nick Covyeau on LinkedIn Swell Financial Partners Leave us a question! Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial or Swell Financial Partners .…
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Real Personal Finance
1 How To Spend More In Retirement With a Dynamic Withdrawal Rate 19:39
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Play Later Play Later Lists Like LikedThis week, we welcome new co-host Nick Covyeau, a Certified Financial Planner and owner of Swell Financial Partners, to discuss safe retirement spending strategies. We talk about the different approaches to withdrawal rates and the factors that can impact these decisions including retirement timing, portfolio balance, navigating market changes and planning for big purchases. We cover all this and more to give you the tools for a worry-free, fulfilling retirement! Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Nick Covyeau on LinkedIn Swell Financial Partners Leave us a question! Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with me at Stone Steps Financial .…
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Real Personal Finance
1 The Diversification Illusion of the S&P 500 23:19
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Play Later Play Later Lists Like LikedThe S&P 500 was up 25% in 2024, so is that all you need for a strong financial future? Not so fast. Putting all your money in one place—even a good one—is risky. Smart investors look beyond the U.S. to global markets, small-value stocks, and international giants like Toyota and Taiwan Semiconductor. More variety = less risk. Join us to see just how staying broadly diversified means so much more than simply investing in the S&P 500. Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Meg Bartelt on LinkedIn Flow Financial Planning Leave us a question! Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with me at Stone Steps Financial .…
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Real Personal Finance
1 Investing Principles to Keep in Mind in 2025 12:44
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Play Later Play Later Lists Like LikedIf you’re tired of checking on your portfolio every day, we’ve got good news! In this episode, we go back to Investing 101 to look at the basic principles of a healthy outlook on the markets. Join us for this quick overview of how to avoid the traps that others fall into and keep your financial plan on target! Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Leave me a question! Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with me at Stone Steps Financial .…
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Real Personal Finance
1 The 5 Steps of a DIY Annual Investments Review 32:03
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Play Later Play Later Lists Like LikedThe new year is a great time to do an annual review. In this episode, we look at five things to look at regarding your investments to help you make the most of your money. Join us as we look at some of the simplest ways you can help keep your financial plan on track! Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Meg Bartelt on LinkedIn Flow Financial Planning Leave us a question! Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial or Flow Financial Planning .…
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Real Personal Finance
1 Building Habits that Last Longer than Resolutions 30:53
30:53 Play Later Play Later Lists Like Liked30:53
Play Later Play Later Lists Like LikedNew year, new you, new episode! Failed New Year’s resolutions are so cliche. How can you achieve lasting results, whether you’re trying to get healthy, save more money, or something else? Tune in to hear how you can set yourself up for success – as well as our favorite financial habits for the new year! Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Meg Bartelt on LinkedIn Flow Financial Planning Leave us a question! Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial or Flow Financial Planning .…
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Real Personal Finance
1 What Does Your Most Fulfilled Life Look Like? 37:41
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Play Later Play Later Lists Like LikedWhat does your most fulfilled life look like? If you’re not sure, then this episode is for you. Join us as we discuss three questions to help you uncover what is most important to you! Resources mentioned in this episode: Goals for Life Worksheet Kinder’s 3 Questions Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Meg Bartelt on LinkedIn Flow Financial Planning Leave us a question! Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial or Flow Financial Planning .…
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Real Personal Finance
To be a home owner or not to be a home owner, that is the question – and the answer is anything but simple! Tune in as we discuss when home ownership makes sense and when it may be better to rent. Ready to learn more? Scott Frank on LinkedIn Stone Steps Financial Meg Bartelt on LinkedIn Flow Financial Planning Leave us a question! Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial or Flow Financial Planning .…
R
Real Personal Finance
1 When Roth Conversions Make Sense (and When They Don’t) 27:39
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Play Later Play Later Lists Like LikedRoth 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 Steps Financial Meg Bartelt on LinkedIn Flow Financial Planning Leave us a question! Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial or Flow Financial Planning .…
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Daily Deals
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Similar to Real Personal Finance
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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…
continue reading
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…
continue reading
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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continue reading
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continue reading
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