Episodes

  • DIY Money Jr - What is Sales Tax

    DIY Money Jr - What is Sales Tax
    Dec 27 2024

    Allie and Logan talk through what sales tax is and what it is used for.

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    11 mins
  • Real Estate in a Roth IRA

    Real Estate in a Roth IRA
    Dec 25 2024

    Daniel and Allie talk about having real estate in an IRA.
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    19 mins
  • Setting up Kids for Success

    Setting up Kids for Success
    Dec 23 2024

    Logan and Allie talk through how to set up children for financial success.
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    16 mins
  • Financial Must-Reads

    Financial Must-Reads
    Dec 20 2024

    Quint and Logan give financial and motivational book recommendations.
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    17 mins
  • Robo/Digital Advisors

    Robo/Digital Advisors
    Dec 18 2024

    Quint and Allie talk about robo or digital advisors. They discuss the good and the bad of utilizing one of these advisors.

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    19 mins
  • Why Analyze Individual Stocks?

    Why Analyze Individual Stocks?
    Dec 16 2024

    Quint and Logan talk about why they analyze individual stocks but typically suggest indexed investments.
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    17 mins
  • Money Tips for the Holiday Season

    Money Tips for the Holiday Season
    Dec 13 2024

    Quint and Logan talk about how they manage money through the holiday season and how to prepare in advance for this time of year.
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    15 mins
  • Taxes on Inherited Trust

    Taxes on Inherited Trust
    Dec 11 2024

    Quint and Allie talk about future tax consequences of putting funds in a trust.
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    20 mins