Episodes
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Daniel and Quint talk about estate planning and when it is important to get a trust in place.
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Missing episodes?
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Logan and Allie dive into the tax consequence of pulling money out of your 401K. They also touch on strategies for tax management when living outside of the US.
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Quint and Logan talk about various investment accounts for kids, what the different acronyms mean, and the best one to save for your child.
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Quint and Logan talk through tax advantages and strategies for giving stock to charity.
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Logan and Allie talk through the basics of opening, saving, and investing in a Roth IRA.
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Logan and Allie talk about apps and resources to help you track your expenses.
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Quint and Logan talk about funding an HSA versus funding other goals like paying off your house.
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Allie and Daniel talk through a backdoor Roth IRA contribution, when you should use this strategy, and how to do it.
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Daniel and Quint talk through the balancing act of spending now versus saving for later.
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Daniel and Logan talk about how to navigate spending and budgeting in a relationship.
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