Podcast Episodes
Back to SearchSaving By Giving: Donor Advised Fund
Logan and Allie talk through giving strategies and whether or not they can help you with monthly cash flow. Hosted by Simplecast, an AdsWizz company…
8 months, 2 weeks ago
Solo 401k v. Roth IRA
Logan and Allie talk about good saving principles to follow especially when you have a small business. Hosted by Simplecast, an AdsWizz company. See …
8 months, 2 weeks ago
All Things Investing - Stock Picking
Logan and Quint talk all things individual stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our co…
8 months, 2 weeks ago
All Things Investing - Getting Started
Quint and Logan talk about the basics of laying your investing foundation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for…
8 months, 2 weeks ago
All About Investments - Taxes and Accounts
Quint and Allie kick off a three part series on investing. They discuss different investment accounts and the taxes of each. Hosted by Simplecast, an…
8 months, 3 weeks ago
Buying Fractional Shares
Allie and Logan break down buying fractional shares and the benefits of doing so. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.…
8 months, 3 weeks ago
DIY Money Jr - How to Get Started in Investing
Logan and Allie answer a junior question about getting started with investing and how much to invest. Hosted by Simplecast, an AdsWizz company. See …
8 months, 3 weeks ago
How to Save Before You are Eligible for Workplace Plans
Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
9 months ago
Using a 529
Allie and Quint talk about utilizing a 529 account. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our c…
9 months ago
Choosing an Advisor
Quint and Allie talk about what to look for if you want a financial advisor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com f…
9 months ago