Podcast Feed
DIY Money Jr - What is Sales Tax
Allie and Logan talk through what sales tax is and what it is used for.
Real Estate in a Roth IRA
Daniel and Allie talk about having real estate in an IRA.
Setting up Kids for Success
Logan and Allie talk through how to set up children for financial success.
Financial Must-Reads
Quint and Logan give financial and motivational book recommendations.
Robo/Digital Advisors
Quint and Allie talk about robo or digital advisors. They discuss the good and the bad of utilizing one of these advisors.
Why Analyze Individual Stocks?
Quint and Logan talk about why they analyze individual stocks but typically suggest indexed investments.
Money Tips for the Holiday Season
Quint and Logan talk about how they manage money through the holiday season and how to prepare in advance for this time of year.
Taxes on Inherited Trust
Quint and Allie talk about future tax consequences of putting funds in a trust.
DIY Money Jr - Save or Invest?
Daniel and Quint talk about when you should be saving and when you should be investing.
Psychology of Spending Money
Daniel and Allie talk about actually spending money versus our usual talk of saving.
Careers in Wealth Management
Logan and Allie talk about different careers in Wealth Management and pathways to get to there.
Paper Trading?
Daniel and Logan talk about paper trading: what it is, how to do it, and if it is valuable for learning about trading.
Tax-Advantaged Charitable Giving
Allie and Logan talk about giving to charities in the most tax efficient ways.
DIY Money Jr - Financial Books for Starting Out
Quint and Logan talk about what to read and listen to when you are first starting to learn about money. Check out our previous episode where we inter…
Saving Without Social Security
Daniel and Allie talk about the 10/10/80 plan and how to save if you will not be receiving social security.
Market Talk
Quint and Logan talk about the state of the market and things to think about moving forward.
Pension in Retirement
Quint and Allie talk about pensions and how to plan for them.
What are RSUs?
Quint and Daniel talk about Restricted Stock Units and how different company stock plans can play into your financial plan.
Investment Considerations for End of Year
Quint and Logan talk about important items to consider before the end of the year in your investment accounts.