Podcast Episodes

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Saving 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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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