Podcast Episodes
Back to SearchHSA or 401(k) or IRA - Where to Invest?
Episode 669
Allie and Quint talk about where to invest funds and why.
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1 year, 4 months ago
3 Financial Tips for the End of the Year
Episode 668
Daniel and Allie talk about the important things to consider doing before year end.
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1 year, 4 months ago
Custodial Accounts for Unborn Child
Episode 667
Want to start saving for a child before they are born? Quint and Logan talk about how to do that.
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1 year, 4 months ago
"Girl Math"
Episode 666
Quint and Allie talk about some of the psychological pitfalls that are out there when it comes to spending.
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1 year, 4 months ago
How does the Election Impact Your Finances?
Episode 665
Daniel and Logan talk about the upcoming election and how that can influence a financial plan.
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1 year, 4 months ago
Master Limited Partnerships Taxation
Episode 664
Daniel and Allie talk about taxation on this type of investment.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about…
1 year, 4 months ago
DIY Money Jr - Business Income
Episode 663
Logan and Allie talk about managing business income when first starting a business. Where should those earnings go?
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1 year, 4 months ago
When Do You Need an Advisor?
Episode 662
Allie and Logan talk about when to seek professional advice and when to get an advisor to talk about financial goals.
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1 year, 4 months ago
Building an Estate Plan
Episode 661
Daniel and Allie discuss the different components of estate planning and the most important things to get in place.
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1 year, 4 months ago
DIY Money Jr - Set It and Forget It
Episode 660
Daniel and Logan answer this junior question about how to set up investment accounts on auto pilot.
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1 year, 4 months ago