Podcast Feed
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.
Beneficiary Designations
Quint and Logan talk about naming beneficiaries on your assets and making sure your wishes are fulfilled correctly.
When to hire a CPA?
Allie and Quint talk about when to bring on a professional for your taxes.
DIY Money Jr - Getting Involved in Finance
Quint and Logan discuss how to explore finance early on in life. They talk about starting to invest and how to learn about this world regardless of w…
Saving for Mid-Term Goals
Daniel and Quint talk about ways to save outside of a retirement account.
Estate Planning
Quint and Logan break down wills, trusts, and the additional documents you may need for your estate plan.
Planning for an Inheritance
Quint and Allie talk about how to plan for an inheritance.
Purchasing a Car
Quint and Daniel talk about purchasing a car and what things to remember when you are in the finance room.
AI and Nvidia
Quint and Logan talk about Nvidia and this new age of AI.
DIY Money Jr - How Much to Save for College?
Quint and Daniel answer this question about beginning to save for college and how much should be saved.
National Debt & Money Supply
Quint and Logan talk about the United States debt levels and the increase in the money supply. How does this influence your financial plan?
Building Discipline Early
Allie and Logan talk about building discipline early in your financial journey.
Real Estate Investing: The Money is Made on the Buy
Quint and Daniel talk about real estate investing and buying real estate in this environment.
How Many Accounts Do We Need?
Logan and Daniel talk through merging accounts in marriage or keeping things separate.
Money in Marriage
Quint and Logan talk about how they manage money with their spouse and what pitfalls to avoid.
Managing Hefty Student Loans
Should you take a job that helps you pay off your student loans? Or get the highest paying job you can? Quint and Logan talk about managing your stud…
Combining Retirement Accounts
Quint and Allie discuss what accounts can be combined and if you should consolidate accounts.
Preparing for a Recession
With the potential of a recession on the horizon, Daniel and Logan talk about how he has advised clients through recessions in the past.