Podcast Feed
Medicare or HSA Plan
Quint and Logan talk about different healthcare plans including Medicare and HSAs.
What is FINTECH?
Allie and Quint answer a question about moving money to a Fintech firm.
Dollar Cost Averaging When Taking Distributions
Quint and Logan talk through the other side of investing: withdrawling money and the best ways to do it.
Going off to College
Allie and Quint discuss some of the things they encourage your people and parents to think about when they go to college.
Using the Emergency Fund
Sometimes it happens! Quint and Allie talk about when you have to tap your emergency fund.
DIY Money Jr - Why do Markets Return More than the Bank?
Quint and Allie talk through why it is beneficial to invest rather than keep money in the bank.
Short Positions and Lending Stock
Quint and Logan talk about lending your stocks and how shorting stock works.
How Many Accounts are Too Many?
Quint and Allie talk through different types of accounts and when you may have too many.
Market Update
Quint and Logan talk about the current market conditions and what they see on the horizon as well as current actions they are taking.
Buying Early Retirement
Logan and Allie talk about buying early retirement years and how exactly to make that happen.
Playing the Interest Game
Quint and Allie talk about navigating the current debt and interest rate market.
What are "Earnings"?
Quint and Logan talk about analyzing companies through their earnings numbers and multiples.
Big Beautiful Series: No Tax on Social Security?
Logan and Allie breakdown the Big Beautiful Bill’s adjustments to taxes for seniors.
Big Beautiful Series: Tips and Overtime
Logan and Allie break down the new tax rules on tips and overtime.
Big Beautiful Series: Market Impact
Quint and Logan talk through the market impact of the “Big Beautiful Bill” passing.
Retirement Accounts in Trusts
Allie and Logan talk about some of the tax consequences of trust accounts and whether it is helpful to put your IRA in a trust after you pass.
Debts at Passing
Quint and Allie talk about what happens to debts after someone passes away.
Index Fund Construction
Quint and Logan talk about the difference in small cap index funds and large cap index funds and the place both could have in your portfolio.
DIY Money Jr - Impulse Buying
Logan and Allie talk about ways to avoid impulse buying.
Saving By Giving: Donor Advised Fund
Logan and Allie talk through giving strategies and whether or not they can help you with monthly cash flow.