Podcast Episodes

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How to Evaluate Individual Stocks

Episode 569

Quint and Logan discuss how to evaluate individual stocks and their earnings reports. 


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1 year, 11 months ago

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When Do You Need a Trust?

Episode 568

Daniel and Quint talk about estate planning and when it is important to get a trust in place.


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1 year, 11 months ago

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Filing Jointly Versus Separately

Episode 567

Quint and Allie talk through filing taxes jointly versus separately and why you would do either.


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2 years ago

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DIY Money Jr - Should I Own Gold?

Episode 566

Quint and Daniel answer this great question from a young listener about owning/buying gold.


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2 years ago

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Pulling Funds from Your 401K

Episode 565

Logan and Allie dive into the tax consequence of pulling money out of your 401K. They also touch on strategies for tax management when living outside…

2 years ago

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How to Network - Question from Will Levis, NFL Quarterback of the Tennessee Titans

Episode 564

Quint and Logan answer a great question about networking from NFL quarterback of the Tennessee Titans, Will Levis.


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2 years ago

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Using Credit Cards - Sponsored by Wallet Hub

Episode 563

Quint and Daniel talk through how they use credit cards, the pitfalls of credit, and what to look for when searching for a credit card.


Hosted by Sim…

2 years ago

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Accounts for Kids: UTMA v. UGMA

Episode 562

Quint and Logan talk about various investment accounts for kids, what the different acronyms mean, and the best one to save for your child.


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2 years ago

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How to Charitably Give Stock

Episode 561

Quint and Logan talk through tax advantages and strategies for giving stock to charity. 


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.co…

2 years ago

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Where to Hold Your Emergency Fund

Episode 560

Daniel and Allie talk through where to hold your emergency fund.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about …

2 years ago

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