Episodes

  • 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.

    Show more Show less
    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.
    Show more Show less
    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.
    Show more Show less
    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.
    Show more Show less
    20 mins
  • DIY Money Jr - Save or Invest?

    DIY Money Jr - Save or Invest?
    Dec 9 2024

    Daniel and Quint talk about when you should be saving and when you should be investing.
    Show more Show less
    14 mins
  • Psychology of Spending Money

    Psychology of Spending Money
    Dec 6 2024

    Daniel and Allie talk about actually spending money versus our usual talk of saving.
    Show more Show less
    15 mins
  • Careers in Wealth Management

    Careers in Wealth Management
    Dec 4 2024

    Logan and Allie talk about different careers in Wealth Management and pathways to get to there.
    Show more Show less
    23 mins
  • Paper Trading?

    Paper Trading?
    Dec 2 2024

    Daniel and Logan talk about paper trading: what it is, how to do it, and if it is valuable for learning about trading.
    Show more Show less
    18 mins