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The Nuances of Investment Accounts
The Nuances of Investment Accounts

Episode 31

Quint and Daniel answer a question regarding Roth and Traditional IRA's, and they discuss the nuances associated with opening an investment account.


6 years, 7 months ago

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How Much Insurance Should You Have?
How Much Insurance Should You Have?

Episode 30

Quint and Daniel discuss insurance policy decisions and how you should go about "breaking up" with your wealth advisor.


Hosted by Simplecast, an AdsW…

6 years, 7 months ago

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Budgeting Life's Expenses
Budgeting Life's Expenses

Episode 29

Quint and Daniel answer another listener's question. This time, they discuss how they allocate their money and budget for expenses. 


Hosted by Simple…

6 years, 8 months ago

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Is Debt Ever "Good"?
Is Debt Ever "Good"?

Episode 28

Quint and Daniel sit down and discuss the question of "Is Debt Ever Good?"


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

6 years, 8 months ago

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Valuing a Business
Valuing a Business

Episode 27

In this episode, Quint and Daniel discuss appraising a new business and specifically address the nuances of the process when family is involved. 


Hos…

6 years, 8 months ago

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How to Start Investing
How to Start Investing

Episode 26

There are many ways to start investing, but the first step involves learning and asking questions. 


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6 years, 8 months ago

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Disciplined Budgeting - It Never Ends
Disciplined Budgeting - It Never Ends

Episode 25

Daniel and Quint sit down and answer another listener's question regarding budgeting. Make sure to submit your question for a chance to win a $25 Ama…

6 years, 8 months ago

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Don’t be Dumb with Large Purchases
Don’t be Dumb with Large Purchases

Episode 24

This week’s listener question comes from Matt who asks ‘what’s the best way to save for a car or other large purchases’.


Hosted by Simplecast, an Ads…

6 years, 9 months ago

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Financial Goals for Each Decade of Your Life
Financial Goals for Each Decade of Your Life

Episode 22

Daniel and Quint walks listeners through a decade by decade playbook regarding various financial goals. How are you doing when it comes to your finan…

6 years, 9 months ago

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$25.00 for your question!!
$25.00 for your question!!

Episode 23

We want to engage with you and we're going to give you an incentive to make it happen. Send us your audio question and if we use your clip on air we'…

6 years, 9 months ago

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