Podcast Episodes
Back to SearchSavings 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…
9 months, 1 week ago
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.…
9 months, 1 week ago
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…
9 months, 1 week ago
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…
9 months, 2 weeks ago
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…
9 months, 2 weeks ago
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…
9 months, 2 weeks ago
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:…
9 months, 3 weeks ago
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…
9 months, 3 weeks ago
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…
9 months, 3 weeks ago
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…
9 months, 3 weeks ago