Episodes

  • How Interest Rate Changes Impact You

    How Interest Rate Changes Impact You
    Oct 4 2024

    Daniel and Logan talk about interest rate changes and how that change can ripple through your entire financial plan.
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    22 mins
  • Should I Borrow from my 401(k)?

    Should I Borrow from my 401(k)?
    Oct 2 2024

    Allie and Quint talk about some of the pitfalls of credit and if a 401(k) loan is ever a good idea.
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    20 mins
  • Beneficiary Designations

    Beneficiary Designations
    Sep 30 2024

    Quint and Logan talk about naming beneficiaries on your assets and making sure your wishes are fulfilled correctly.

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    20 mins
  • When to hire a CPA?

    When to hire a CPA?
    Sep 27 2024

    Allie and Quint talk about when to bring on a professional for your taxes.
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    18 mins
  • DIY Money Jr - Getting Involved in Finance

    DIY Money Jr - Getting Involved in Finance
    Sep 25 2024

    Quint and Logan discuss how to explore finance early on in life. They talk about starting to invest and how to learn about this world regardless of what field you pursue.
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    16 mins
  • Saving for Mid-Term Goals

    Saving for Mid-Term Goals
    Sep 23 2024

    Daniel and Quint talk about ways to save outside of a retirement account.
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    13 mins
  • Estate Planning

    Estate Planning
    Sep 20 2024

    Quint and Logan break down wills, trusts, and the additional documents you may need for your estate plan.
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    24 mins
  • Planning for an Inheritance

    Planning for an Inheritance
    Sep 18 2024

    Quint and Allie talk about how to plan for an inheritance.
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    17 mins