Episode 58

full
Published on:

24th Aug 2020

Navigating the Complexities of Finance with Scott Frank

Imagine yourself waking up tomorrow morning with more money in your bank account than what you usually need? What would you do with it? 

There may be tons of options running in your head right now on where you’ll allocate your unlimited funds but how will you manage it in a way that’ll help you live out your dreams?

Find out how as  Scott Frank, a CFA and a Certified Financial Planner who focuses on financial life planning, joins us in this episode!


Scott is the founder of Stone Steps Financial in San Diego, where he works with his clients to understand what a fulfilling life looks like for them and guides them in designing a financial plan that can help make their dreams a reality!


Know what to do with what you have right now, as Scott Frank shares his expertise and knowledge on how to secure your financial future!


Highlights:

>> Utilizing your money wisely to achieve what you really matters to you

>> Scott’s definition on what the role of advisor is

>> Why people rarely think about the essentials of life?

>> Learning how to pause and give people the space to be heard

>> Scott’s financial planning process 

>> How Scott guide and help his clients in the financial planning process 

>> The importance of active listening and empathy

>> Why you need to act now 


Resources:

>> Real Personal Finance

>> Thinking, Fast and Slow by Daniel Kahneman

>> 


Connect with Scott:

>> LinkedIn

>> Twitter @scott_r_frank

>> Stone Steps Financial


If you loved this episode, you have to listen to these episodes as well:


>> How to be Financially Intentional with Naseema McElroy

>> Equality and Representation in the Finance Industry

>> People of Color Disrupting the Financial Industry


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I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts, Spotify, Google Podcasts, or on your favorite podcast app and SHARE THIS with a friend.


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Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://www.facebook.com/groups/423846561552747/) 


Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.