Real Personal Finance Podcast
1) 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. — Deferred compensation...Show More
2) 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. — Taxes tend to fade in...Show More
3) 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. — There’s a moment many...Show More
4) 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. — Retiring early sounds...Show More
5) The Simple Automations That Can Actually Boost Your Net Worth
It’s wild how fast a year goes by, and when you finally look back, the gap between what you meant to do and what actually happened is bigger than anticipated. The trick is that most financial progress...Show More
6) A Simple Guide to Smarter Giving
The holidays have a way of bringing money and meaning into the same conversation. In this episode of Real Personal Finance, Scott and Nick lean right into that. Between family gifting, charitable givi...Show More
7) Your Financial To-Do List Before December 31st
Most people wait until tax season to think about taxes, but by then, the window’s closed. Scott and Nick talk about how the best planning happens now, when there’s still time to adjust what’s already ...Show More
8) It’s Open Enrollment Season: How to Avoid Leaving Money on the Table
A lot of people are under-utilizing their corporate benefits, unintentionally leaving money on the table. Open enrollment is a great opportunity to review your company’s benefits plan to ensure that y...Show More
9) What Business Owners Need to Know About the OBBBA
The One Big Beautiful Bill Act has some pretty great enhancements for business owners, but you have to know what you’re looking for in order to get them. Whether it’s the extension of Qualified Busine...Show More
10) There’s More to Saving for Retirement Than Knowing How Much Money You’ll Need
“How much money do I need to save in order to retire – what’s my number?” It’s one of the most common questions financial advisors get, and we understand why. People want a goal, something they can wo...Show More
There’s More to Saving for Retirement Than Knowing How Much Money You’ll Need
16:03 | Sep 12th, 2025