Podcast Feed
When to Take Social Security
Quint and Logan break down the math of taking social security early versus waiting till later in retirement.
Credit Card "Hack" - Adding Kids to Parent's Credit Card
Allie and Daniel talk about this credit card "hack" for helping your kids build credit.
Buy When the Market is Down
Quint and Allie answer a question about buying stocks on days the market is down.
Fees on Your Investments
Quint and Daniel talk about one of the most important things to watch out for when investing.
Retirement Strategies with Large Age Gap
What can an age difference mean for your financial planning? Allie and Daniel weigh in.
Budgeting with Multiple Accounts
Quint and Logan explain tracking your budget with multiple accounts like savings, checking, and credit cards.
Changing Investment Strategy
Quint and Daniel talk through changing investment strategies from individual stocks to index funds and ETFs.
Bringing on a Tax Advisor?
Logan and Allie talk through how to build a team of advisors around you and when you need to do so.
How to Evaluate Individual Stocks
Quint and Logan discuss how to evaluate individual stocks and their earnings reports.
When Do You Need a Trust?
Daniel and Quint talk about estate planning and when it is important to get a trust in place.
Filing Jointly Versus Separately
Quint and Allie talk through filing taxes jointly versus separately and why you would do either.
DIY Money Jr - Should I Own Gold?
Quint and Daniel answer this great question from a young listener about owning/buying gold.
Pulling Funds from Your 401K
Logan and Allie dive into the tax consequence of pulling money out of your 401K. They also touch on strategies for tax management when living outside…
How to Network - Question from Will Levis, NFL Quarterback of the Tennessee Titans
Quint and Logan answer a great question about networking from NFL quarterback of the Tennessee Titans, Will Levis.
Using Credit Cards - Sponsored by Wallet Hub
Quint and Daniel talk through how they use credit cards, the pitfalls of credit, and what to look for when searching for a credit card.
Accounts for Kids: UTMA v. UGMA
Quint and Logan talk about various investment accounts for kids, what the different acronyms mean, and the best one to save for your child.
How to Charitably Give Stock
Quint and Logan talk through tax advantages and strategies for giving stock to charity.
Where to Hold Your Emergency Fund
Daniel and Allie talk through where to hold your emergency fund.
Basics of a Roth IRA
Logan and Allie talk through the basics of opening, saving, and investing in a Roth IRA.
How to Invest in Different Accounts
Daniel and Logan talk about the differences between ETFs, Mutual Funds, and how to invest in different accounts.