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  • Real Estate in a Roth IRA

    Real Estate in a Roth IRA
    2024/12/25

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

    Setting up Kids for Success
    2024/12/23

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

    Financial Must-Reads
    2024/12/20

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

    Robo/Digital Advisors
    2024/12/18

    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 分
  • Why Analyze Individual Stocks?

    Why Analyze Individual Stocks?
    2024/12/16

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

    Money Tips for the Holiday Season
    2024/12/13

    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 分
  • Taxes on Inherited Trust

    Taxes on Inherited Trust
    2024/12/11

    Quint and Allie talk about future tax consequences of putting funds in a trust.
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    20 分
  • DIY Money Jr - Save or Invest?

    DIY Money Jr - Save or Invest?
    2024/12/09

    Daniel and Quint talk about when you should be saving and when you should be investing.
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    14 分