Episódios

  • Options & Futures

    Options & Futures
    Aug 22 2025
    Quint and Logan talk about options and futures trading and if it makes sense in your financial plan.
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    18 minutos
  • 5 Years or more... Now what?

    5 Years or more... Now what?
    Aug 20 2025
    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?
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    19 minutos
  • Savings for Annual Expenses v. Paying Down Debt

    Savings for Annual Expenses v. Paying Down Debt
    Aug 18 2025
    Allie and Logan talk about accruing for annual expenses and if it’s better to pay down debt than set aside funds for those expenses.
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    17 minutos
  • Medicare or HSA Plan

    Medicare or HSA Plan
    Aug 15 2025
    Quint and Logan talk about different healthcare plans including Medicare and HSAs.
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    17 minutos
  • What is FINTECH?

    What is FINTECH?
    Aug 13 2025
    Allie and Quint answer a question about moving money to a Fintech firm.
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    17 minutos
  • Dollar Cost Averaging When Taking Distributions

    Dollar Cost Averaging When Taking Distributions
    Aug 11 2025
    Quint and Logan talk through the other side of investing: withdrawling money and the best ways to do it.
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    14 minutos
  • Going off to College

    Going off to College
    Aug 8 2025
    Allie and Quint discuss some of the things they encourage your people and parents to think about when they go to college.
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    24 minutos
  • Using the Emergency Fund

    Using the Emergency Fund
    Aug 6 2025
    Sometimes it happens! Quint and Allie talk about when you have to tap your emergency fund.
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    17 minutos