Podcast Episodes

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Am I on Track?

One of the most important questions we hear: Am I on track and should I talk with someone. Hosted by Simplecast, an AdsWizz company. See https://pcm…

6 months, 1 week ago

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Traditional 401(k) or Roth 401(k)

Allie and Quint talk about where to put retirement savings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information abo…

6 months, 1 week ago

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Teaching Kids Finance

Quint and Logan talk about teaching kids how to save and invest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for informati…

6 months, 1 week ago

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Starting a New Budget as Life Changes

Quint and Logan talk through building a new budget as life circumstances change. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.co…

6 months, 2 weeks ago

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Keeping Up With the Savings Joneses

How much saving is too much saving? Quint and Allie talk through how to balance saving versus living in the moment. Hosted by Simplecast, an AdsWizz…

6 months, 2 weeks ago

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Funding a Side Hustle

Quint and Logan talk about how to get a business off the ground and how to finance it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adsw…

6 months, 2 weeks ago

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All Things Crypto

Quint and Allie talk through cryptocurrencies and how it could play into your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.ad…

6 months, 2 weeks ago

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What is a Car Broker?

Logan and Allie talk through buying a used vehicle and what to be aware of during the process. Hosted by Simplecast, an AdsWizz company. See https://…

6 months, 2 weeks ago

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Options & Futures

Quint and Logan talk about options and futures trading and if it makes sense in your financial plan. Hosted by Simplecast, an AdsWizz company. See ht…

6 months, 3 weeks ago

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5 Years or more... Now what?

We talk all the time about “5 years or less don’t invest” but what do you do when it is more than 5 years? Hosted by Simplecast, an AdsWizz company. …

6 months, 3 weeks ago

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