Podcast Episodes
Back to SearchLife Insurance for Kids
Episode 579
Should you have life insurance for your kids? If so what kind? Daniel and Logan discuss.
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1 year, 11 months ago
How to Invest for Short Term Goals
Episode 578
Logan and Allie talk about investing large sums of money for short term goals.
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1 year, 11 months ago
When to Take Social Security
Episode 577
Quint and Logan break down the math of taking social security early versus waiting till later in retirement.
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1 year, 11 months ago
Credit Card "Hack" - Adding Kids to Parent's Credit Card
Episode 576
Allie and Daniel talk about this credit card "hack" for helping your kids build credit.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com…
1 year, 11 months ago
Buy When the Market is Down
Episode 575
Quint and Allie answer a question about buying stocks on days the market is down.
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1 year, 11 months ago
Fees on Your Investments
Episode 574
Quint and Daniel talk about one of the most important things to watch out for when investing.
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1 year, 11 months ago
Retirement Strategies with Large Age Gap
Episode 573
What can an age difference mean for your financial planning? Allie and Daniel weigh in.
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1 year, 11 months ago
Budgeting with Multiple Accounts
Episode 572
Quint and Logan explain tracking your budget with multiple accounts like savings, checking, and credit cards.
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1 year, 11 months ago
Changing Investment Strategy
Episode 571
Quint and Daniel talk through changing investment strategies from individual stocks to index funds and ETFs.
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1 year, 11 months ago
Bringing on a Tax Advisor?
Episode 570
Logan and Allie talk through how to build a team of advisors around you and when you need to do so.
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1 year, 11 months ago