Podcast Feed
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.
Helping Family With Money
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.
HSA or 401(k) or IRA - Where to Invest?
Allie and Quint talk about where to invest funds and why.
3 Financial Tips for the End of the Year
Daniel and Allie talk about the important things to consider doing before year end.
Custodial Accounts for Unborn Child
Want to start saving for a child before they are born? Quint and Logan talk about how to do that.
"Girl Math"
Quint and Allie talk about some of the psychological pitfalls that are out there when it comes to spending.
How does the Election Impact Your Finances?
Daniel and Logan talk about the upcoming election and how that can influence a financial plan.
Master Limited Partnerships Taxation
Daniel and Allie talk about taxation on this type of investment.
DIY Money Jr - Business Income
Logan and Allie talk about managing business income when first starting a business. Where should those earnings go?
When Do You Need an Advisor?
Allie and Logan talk about when to seek professional advice and when to get an advisor to talk about financial goals.
Building an Estate Plan
Daniel and Allie discuss the different components of estate planning and the most important things to get in place.
DIY Money Jr - Set It and Forget It
Daniel and Logan answer this junior question about how to set up investment accounts on auto pilot.
How to Set Goals - The 5 F's
Quint and Logan explain how they set goals in the different areas of their lives.
Selling Your Home? Now What?
Quint and Allie talk about the taxes of selling your home and how to potentially invest the proceeds.
Selling Rental Property
Quint and Daniel talk about some real estate best practices.
Tips for Young Adults
Logan and Allie talk about three tips that are important for young adults.
Taking a Tax Loss in a Retirement Account
Quint and Allie talk about taxes in a retirement account and how to best manage your gains or losses.
Which Healthcare Plan Should you Have?
Daniel and Logan talk about the pros and cons of PPO and HDHP healthcare plans.
How Interest Rate Changes Impact You
Daniel and Logan talk about interest rate changes and how that change can ripple through your entire financial plan.
Should I Borrow from my 401(k)?
Allie and Quint talk about some of the pitfalls of credit and if a 401(k) loan is ever a good idea.