Episodes
Quint and Logan talk about the state of the market and things to think about moving forward.
Published 11/22/24
Quint and Allie talk about pensions and how to plan for them.
Published 11/20/24
Quint and Daniel talk about Restricted Stock Units and how different company stock plans can play into your financial plan.
Published 11/18/24
Quint and Logan talk about important items to consider before the end of the year in your investment accounts.
Published 11/15/24
Daniel and Quint talk about the difficulties of helping family with their finances and how to make sure you are taking care of your finances first.
Published 11/13/24
Allie and Quint talk about where to invest funds and why.
Published 11/11/24
Daniel and Allie talk about the important things to consider doing before year end.
Published 11/08/24
Want to start saving for a child before they are born? Quint and Logan talk about how to do that.
Published 11/06/24
Quint and Allie talk about some of the psychological pitfalls that are out there when it comes to spending.
Published 11/04/24
Daniel and Logan talk about the upcoming election and how that can influence a financial plan.
Published 11/01/24
Daniel and Allie talk about taxation on this type of investment.
Published 10/30/24
Logan and Allie talk about managing business income when first starting a business. Where should those earnings go?
Published 10/28/24
Allie and Logan talk about when to seek professional advice and when to get an advisor to talk about financial goals.
Published 10/25/24
Daniel and Allie discuss the different components of estate planning and the most important things to get in place.
Published 10/23/24
Daniel and Logan answer this junior question about how to set up investment accounts on auto pilot.
Published 10/21/24
Quint and Logan explain how they set goals in the different areas of their lives.
Published 10/18/24
Quint and Allie talk about the taxes of selling your home and how to potentially invest the proceeds.
Published 10/16/24
Quint and Daniel talk about some real estate best practices.
Published 10/14/24
Logan and Allie talk about three tips that are important for young adults.
Published 10/11/24
Quint and Allie talk about taxes in a retirement account and how to best manage your gains or losses.
Published 10/09/24
Daniel and Logan talk about the pros and cons of PPO and HDHP healthcare plans.
Published 10/07/24
Daniel and Logan talk about interest rate changes and how that change can ripple through your entire financial plan.
Published 10/04/24
Allie and Quint talk about some of the pitfalls of credit and if a 401(k) loan is ever a good idea.
Published 10/02/24
Quint and Logan talk about naming beneficiaries on your assets and making sure your wishes are fulfilled correctly.
Published 09/30/24