Podcast Episodes
Back to SearchLong-Term Care Insurance
Do you need it? Should you have it? Why is it good for your plan or not? Quint and Allie talk through long term care insurance. Hosted by Simplecast…
8 hours ago
What Does It Actually Take to Retire at 48?
How do you retire at 48? Logan interviews Quint to learn about the stories and discipline that made it a reality. Hosted by Simplecast, an AdsWizz c…
3 days, 8 hours ago
When to Take Social Security
When to take Social Security is not an easy decision. Quint and Logan talk through some of the strategies to consider including investing your social…
5 days, 8 hours ago
Should I Reinvest Dividends and Capital Gains?
It’s one of the most overlooked settings in your investment account and most people set it once and never think about it again. Quint and Logan dig i…
1 week ago
Building Credit From Scratch
No credit history doesn't have to mean no options. Quint and Allie lay out a game plan for building credit from the ground up. What accounts to open,…
1 week, 3 days ago
Gifting Stock and the Tax Considerations
Episode 902
Giving stock to kids sounds simple but you have to be aware of the tax implications. Quint and Logan walk through how the taxes work for kids that ha…
1 week, 5 days ago
ETF vs. Mutual Funds vs. Index Funds
ETF, mutual fund, index fund you've heard all three, but do you know the real difference? Quint and Logan cut through the jargon and explain how each…
2 weeks ago
Fighting Behavioral Bias
Your brain is working against your portfolio. Quint and Allie break down the most common behavioral biases that trip up everyday investors and the pr…
2 weeks, 3 days ago
No 401(k)? How Should You Save?
Quint and Logan talk through how to save if you do not have a company retirement plan. Hosted by Simplecast, an AdsWizz company. See https://pcm.ads…
2 weeks, 5 days ago
Combining Finances
Quint and Logan talk through combining finances and what that can look like. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com f…
3 weeks ago