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One-Time Comprehensive Financial Plan
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Home
About
About
Frequently Asked Questions
Blog
Services
Financial Planning + Investment Management
One-Time Comprehensive Financial Plan
Speaking Engagements
Press
Contact
it’s not just about the blog
Learn more about Flow and Meg elsewhere on the internet.
Articles and Interviews
March 15, 2021 – The Digital Money Advisor Podcast
Bitcoin Discussion for Skeptical Financial Advisors
listen
March 10, 2021 – Wealth Mangement.com
The Pandemic Is a Year Old. Here’s the Best (and Worst) of Advisor Tech
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March 3, 2021 – Morningstar – The Long View Podcast
Meg Bartelt: ‘More Money Does Not Make You Happier’
listen
November 20, 2020 – Wine and Dime With Amy Irvine CFP® Podcast
Equity Compensation… Don’t Trust Your Google Searches
listen
October 1, 2020 – Becoming Referable Podcast
Meg Bartelt On Mastering the Virtual Client Experience
listen
September 15, 2020 – Maximum Advisor Podcast
Ep #028: How Target Market Focus Built this Advisor a Client Waiting List with Meg Bartelt
listen
March 17, 2020 – Financial Planning Association
Ep #194: Taking Your Career as It Comes with Meg Bartelt, CFP®
listen
June 12, 2019 – XY Planning Network Radio
Ep #208: 3 Years In and Hitting Her Stride – An Interview with Meg Bartelt
listen
February 19, 2019 – Perfectly Planned Podcast with Zoe Meggert
2: Niche Marketing with Meg Bartelt, CFP®
listen
October 24, 2018 – RightCapital Blog
How I Use Financial Planning to Change Lives
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July 23, 2018 – Kitces.com
The Efficiency Benefits Of Niching From The Start To Launch An Advisory Firm
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May 1, 2018 – Kiplinger
Look Beyond Salary to Judge a Job
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April 4, 2018 – Women 2.0
Pay Attention to Your Employee Benefits
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June 22, 2017 – Women 2.0
If You Work in Tech, Your 401(k) is Probably Not Enough
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May 11, 2017 – Women 2.0
What Should I Do with These Restricted Stock Units?
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April 20, 2017 – Kiplinger
Making Next Year’s Taxes Less Painful
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April 11, 2017 – XY Planning Network Consumer Blog
I’m Ashamed of My Finances
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March 27, 2017 – Kiplinger
Can You Get By Without a Financial Planner?
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March 21, 2017 – women 2.0
What Should I Do With My Stock Options?
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February 9, 2017 – Kiplinger
The Best Investment You Can Make Isn’t in Your 401(k)
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January 12, 2017 – Kiplinger
Simple Steps to Save on Investment Fees
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December 15, 2016 – XY Planning Network
The Who, What, and Why of Hiring a Business Coach
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November 3, 2016 – Kiplinger
Why the Investing Gender Gap Works for Women
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October 25, 2016 – Kiplinger
How to Find a Financial Adviser You Can Trust
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October 20, 2016 – XY Planning Network
The Importance of Having a Story
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September 15, 2016 – XY Planning Network
Do You Have a Financial Planning Philosophy?
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June 7, 2016 – XY Planning Network
Financial Planner, Financial Advisor, Investment Manager: What’s the Difference?
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June 6, 2016 – Montage
Making the Switch to Freelance Law – Financial Considerations
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May 31, 2016 – Brazen BFF
Brazen BFF Episode 5: Money: You Can Deal
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Quotes and Mentions
October 27, 2020 – CNBC.COM
This myth debunked: You don’t have to be wealthy to hire a financial advisor
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September 3, 2020 – Forbes
Minimizing Capital Gains When Selling Stock In Your Robinhood Account
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August 21, 2020 – protocol
What Could Go Wrong With Airbnb’s IPO?
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October 22, 2019 – Medium
The money-managers of the future could be cloud-based smart algorithms
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October 15, 2019 – U.S. News & World Report
Becoming an Independent Financial Advisor
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August 1, 2019 – Investopedia
Investopedia 100 Top Financial Advisors of 2019
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June 3, 2019 – U.S. News & World Report
9 Women in Finance to Follow on Twitter
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November 5, 2018 – U.S. News & World Report
How to Prepare for the Surprising Costs of Motherhood
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February 5, 2018 – XY Planning Network Blog
Raising Your Financial Planning Fees
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January 22, 2018 – Nerd Wallet
Do You Need a Personal Financial Advisor or Will a Robo-Advisor Do?
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July 11, 2017 – XY Planning Network
CFP Board’s Proposed Rule Changes Prompt Heated Debate Online
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March 23, 2017 – XY Planning Network
Flowing Forward: Patience to Planner – Meg Bartelt
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February 16, 2017 – thecollegeinvestor.com
Ellevest Review: A Robo-Advisor for Women
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February 6, 2017 – kalihawlk.com
Is Your Content Marketing a Huge Waste of Time?
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January 16, 2017 – CNBC.com
5 steps to accelerate your career in 2017
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December 9, 2016 – CNBC.com
Smart ways to spend your year-end bonus
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December 5, 2016- Investopedia
How Fintech Advances Are Improving Finance for All
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December 5, 2016- Investopedia
How Fintech Advances Are Improving Finance for All
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October 17, 2016 – Grow from Acorns
When Saving Money Actually Costs You, Grow Magazine
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September 16, 2016- Magnify Money
3 Reasons You Earn More But Still Feel Broke
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