Real Personal Finance
Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER professionals, Scott Frank and Nick Covyeau.
1 question answered · 6 episodes indexed
Recent episodes
Sep 3, 2026 · 24 minEverything You Need to Know About Trump AccountsExplores a new tax-deferred savings account for minors allowing up to $5,000 in annual contributions. The hosts explain eligibility for government seed money and walk through how cAug 20, 2026 · 28 minPlaying the Long Game with Lifetime TaxesScott and Nick unpack Roth conversion strategy by looking at lifetime taxes rather than this year's bill. They compare a 10-year conversion runway with a shorter 3-to-5-year pre-reAug 6, 2026 · 25 minReframing Midyear Reviews into RenewalsProposes shifting from backward-looking goal assessments to forward-focused renewal conversations. The hosts explain how to handle unexpected life changes and realign financial goaJul 23, 2026 · 24 minThe High-Earning Budget BlueprintAddresses cash flow challenges for high earners with variable income like bonuses and RSUs. The hosts lay out automated systems that replace spreadsheet budgeting and allow intentiJul 9, 2026 · 24 minMoney, Meaning, and Marital HarmonyExamines couples with different retirement timelines, where one partner wants out of their career while the other keeps working. The episode explores staggered retirement and balanJun 25, 2026 · 36 minRockets, Revenue, and the "Hype Tax" on the SpaceX IPOAnalyzes the SpaceX IPO valuation by looking at the financial fundamentals beneath the marketing story. The hosts discuss Starlink's profitability alongside the company's reported
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