Episodes

  • Rule of 4% - Am I on Track for Retirement?

    Rule of 4% - Am I on Track for Retirement?
    Dec 12 2025
    Quint and Allie talk through calculating the rule of 4% and if it is a good barometer for retirement. 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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    22 mins
  • Stock Price Targets

    Stock Price Targets
    Dec 10 2025
    Quint and Logan talk about analyst price targets and how they can be used in your portfolio. 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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    24 mins
  • Responding to Volatility in Markets

    Responding to Volatility in Markets
    Dec 8 2025
    Quint and Logan have a conversation about the recent ups and downs of the market. 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 mins
  • Roth v. Taxable Account

    Roth v. Taxable Account
    Dec 5 2025
    Quint and Allie talk through saving in a brokerage account or a Roth account. 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 mins
  • Teaching your Kids about Finances

    Teaching your Kids about Finances
    Dec 3 2025
    Quint and Logan talk about lessons and strategies to teach your kids about finances. 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 mins
  • When to Refinance?

    When to Refinance?
    Dec 1 2025
    Quint and Logan talk about when to consider refinancing your mortgage. 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 mins
  • 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 mins
  • 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 mins