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…
10 months, 3 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 …
10 months, 3 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…
10 months, 4 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…
11 months 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…
11 months 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.…
11 months 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 …
11 months, 1 week 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.
11 months, 1 week 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…
11 months, 1 week 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…
11 months, 2 weeks ago