Episodes

  • Saving Without Social Security

    Saving Without Social Security
    Nov 25 2024

    Daniel and Allie talk about the 10/10/80 plan and how to save if you will not be receiving social security.
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    20 mins
  • Market Talk

    Market Talk
    Nov 22 2024

    Quint and Logan talk about the state of the market and things to think about moving forward.
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    20 mins
  • Pension in Retirement

    Pension in Retirement
    Nov 20 2024

    Quint and Allie talk about pensions and how to plan for them.
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    18 mins
  • What are RSUs?

    What are RSUs?
    Nov 18 2024

    Quint and Daniel talk about Restricted Stock Units and how different company stock plans can play into your financial plan.
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    21 mins
  • Investment Considerations for End of Year

    Investment Considerations for End of Year
    Nov 15 2024

    Quint and Logan talk about important items to consider before the end of the year in your investment accounts.
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    13 mins
  • Helping Family With Money

    Helping Family With Money
    Nov 13 2024

    Daniel and Quint talk about the difficulties of helping family with their finances and how to make sure you are taking care of your finances first.
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    18 mins
  • HSA or 401(k) or IRA - Where to Invest?

    HSA or 401(k) or IRA - Where to Invest?
    Nov 11 2024

    Allie and Quint talk about where to invest funds and why.
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    18 mins
  • 3 Financial Tips for the End of the Year

    3 Financial Tips for the End of the Year
    Nov 8 2024

    Daniel and Allie talk about the important things to consider doing before year end.
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    18 mins