Podcast Episodes
Back to SearchStock Price Targets
Quint and Logan talk about analyst price targets and how they can be used in your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collectio…
Published on 2 hours ago
Responding to Volatility in Markets
Quint and Logan have a conversation about the recent ups and downs of the market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of…
Published on 2 days, 2 hours ago
Roth v. Taxable Account
Quint and Allie talk through saving in a brokerage account or a Roth account. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of pe…
Published on 5 days, 2 hours ago
Teaching your Kids about Finances
Quint and Logan talk about lessons and strategies to teach your kids about finances. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and us…
Published on 1 week ago
When to Refinance?
Quint and Logan talk about when to consider refinancing your mortgage. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal …
Published on 1 week, 2 days ago
Allocation in 529 Plan
Logan and Allie talk about ways to allocate 529 accounts and how to adjust allocation over time. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our colle…
Published on 1 week, 5 days ago
How to Invest Large Chunks of Money?
Whether from an inheritance, a property sale, or large bonus investing a large chunk of money can be intimidating. Allie and Logan break down how they would approach it. Hosted by Simplecast, an Ads…
Published on 2 weeks ago
Traditional or Roth
Logan and Allie discuss if after-tax or pre-tax is better for savings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal …
Published on 2 weeks, 2 days ago
Having a Child Financial Checklist
Logan and Allie talk about financial items to think about before and after having a baby. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection a…
Published on 2 weeks, 5 days ago
Capital Gains Harvesting
Logan and Allie talk about strategic ways to take capital gains. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data f…
Published on 3 weeks ago