REAL PERSONAL FINANCE
WITH SCOTT FRANK, CFP®, CFA AND JAMES CONOLE, CFP®, MBA
"MONEY CAN BE CONFUSING - BUT IT DOESN'T HAVE TO BE"
ABOUT US
While enjoying carne asada burritos, a San Diego staple, James and Scott realized they were both asked similar questions by clients, family, and friends. While everyone has unique situations, Scott and James feel that everyone should have a base level of financial knowledge. Wanting a better way to educate as many people as possible, James and Scott figured the best way was to answer one real personal finance question a week.
This podcast is designed to provide clear and thorough answers to questions we commonly hear from clients and listeners.
Scott Frank, CFP®, CFA
Scott is the founder of Stone Steps Financial. Stone Steps helps entrepreneurs and professionals align their money with life while navigating the complexities of finance.
James Conole, CFP®, MBA
James is the founder of Root Financial Partners. He started his company to provide unbiased advice to people looking to take control of their finances and live life fully.
The Real Personal Finance podcast (the "Podcast") is sponsored and hosted by Real Personal Finance LLC ("RFP"). The Podcast is intended solely to be general and educational in nature, and should not be construed as investment, financial planning, tax, legal, accounting, or other professional advice (collectively, “Professional Advice”). RPF expressly disclaims the provision of Professional Advice, and encourages listeners to seek independent professional advisor(s) of their own choosing before taking any action based on the Podcast. Stone Steps Financial LLC ("SSF") and Root Financial Partners LLC ("RFP") are separate and unaffiliated registered investment advisers that operate independently of the Podcast. Engagement with the Podcast does not create any client relationship with either SSF or RFP.
