Episodios

  • Allocation in 529 Plan

    Allocation in 529 Plan
    Nov 28 2025
    Logan and Allie talk about ways to allocate 529 accounts and how to adjust allocation over time. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    19 m
  • How to Invest Large Chunks of Money?

    How to Invest Large Chunks of Money?
    Nov 26 2025
    Whether from an inheritance, a property sale, or large bonus investing a large chunk of money can be intimidating. Allie and Logan break down how they would approach it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    15 m
  • Traditional or Roth

    Traditional or Roth
    Nov 24 2025
    Logan and Allie discuss if after-tax or pre-tax is better for savings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    12 m
  • Having a Child Financial Checklist

    Having a Child Financial Checklist
    Nov 21 2025
    Logan and Allie talk about financial items to think about before and after having a baby. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    17 m
  • Capital Gains Harvesting

    Capital Gains Harvesting
    Nov 19 2025
    Logan and Allie talk about strategic ways to take capital gains. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    14 m
  • Self-Pay Health Insurance

    Self-Pay Health Insurance
    Nov 17 2025
    Allie and Logan talk about where to look and the process for getting health insurance outside of an employer Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    16 m
  • Series I Bonds

    Series I Bonds
    Nov 14 2025
    Quint and Logan discuss if I Bonds are still a good investment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    13 m
  • No More Tax-Free Loans!

    No More Tax-Free Loans!
    Nov 12 2025
    Quint and Allie talk about how to avoid giving the government a tax-free loan (aka getting a tax refund). Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    13 m