• "Girl Math"
    Nov 4 2024

    Quint and Allie talk about some of the psychological pitfalls that are out there when it comes to spending.

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    20 mins
  • How does the Election Impact Your Finances?
    Nov 1 2024

    Daniel and Logan talk about the upcoming election and how that can influence a financial plan.

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    13 mins
  • Master Limited Partnerships Taxation
    Oct 30 2024

    Daniel and Allie talk about taxation on this type of investment.

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    22 mins
  • DIY Money Jr - Business Income
    Oct 28 2024

    Logan and Allie talk about managing business income when first starting a business. Where should those earnings go?

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    15 mins
  • When Do You Need an Advisor?
    Oct 25 2024

    Allie and Logan talk about when to seek professional advice and when to get an advisor to talk about financial goals.

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    17 mins
  • Building an Estate Plan
    Oct 23 2024

    Daniel and Allie discuss the different components of estate planning and the most important things to get in place.

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    17 mins
  • DIY Money Jr - Set It and Forget It
    Oct 21 2024

    Daniel and Logan answer this junior question about how to set up investment accounts on auto pilot.

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    15 mins
  • How to Set Goals - The 5 F's
    Oct 18 2024

    Quint and Logan explain how they set goals in the different areas of their lives.

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    23 mins