Podcast Episodes

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Savings for Annual Expenses v. Paying Down Debt

Allie and Logan talk about accruing for annual expenses and if it’s better to pay down debt than set aside funds for those expenses. Hosted by Simpl…

6 months, 3 weeks ago

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Medicare or HSA Plan

Quint and Logan talk about different healthcare plans including Medicare and HSAs. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.…

7 months ago

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What is FINTECH?

Allie and Quint answer a question about moving money to a Fintech firm. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for in…

7 months ago

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Dollar Cost Averaging When Taking Distributions

Quint and Logan talk through the other side of investing: withdrawling money and the best ways to do it. Hosted by Simplecast, an AdsWizz company. Se…

7 months ago

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Going off to College

Allie and Quint discuss some of the things they encourage your people and parents to think about when they go to college. Hosted by Simplecast, an Ad…

7 months, 1 week ago

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Using the Emergency Fund

Sometimes it happens! Quint and Allie talk about when you have to tap your emergency fund. Hosted by Simplecast, an AdsWizz company. See https://pcm…

7 months, 1 week ago

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DIY Money Jr - Why do Markets Return More than the Bank?

Quint and Allie talk through why it is beneficial to invest rather than keep money in the bank. Hosted by Simplecast, an AdsWizz company. See https:…

7 months, 1 week ago

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Short Positions and Lending Stock

Quint and Logan talk about lending your stocks and how shorting stock works. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com f…

7 months, 2 weeks ago

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How Many Accounts are Too Many?

Quint and Allie talk through different types of accounts and when you may have too many. Hosted by Simplecast, an AdsWizz company. See https://pcm.ad…

7 months, 2 weeks ago

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Market Update

Quint and Logan talk about the current market conditions and what they see on the horizon as well as current actions they are taking. Hosted by Simpl…

7 months, 2 weeks ago

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