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  • Big Beautiful Series: Tips and Overtime

    Big Beautiful Series: Tips and Overtime
    2025/07/16
    Logan and Allie break down the new tax rules on tips and overtime.
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    15 分
  • Big Beautiful Series: Market Impact

    Big Beautiful Series: Market Impact
    2025/07/14
    Quint and Logan talk through the market impact of the “Big Beautiful Bill” passing.
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    20 分
  • Retirement Accounts in Trusts

    Retirement Accounts in Trusts
    2025/07/11
    Allie and Logan talk about some of the tax consequences of trust accounts and whether it is helpful to put your IRA in a trust after you pass.
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    17 分
  • Debts at Passing

    Debts at Passing
    2025/07/09
    Quint and Allie talk about what happens to debts after someone passes away.
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    15 分
  • Index Fund Construction

    Index Fund Construction
    2025/07/07
    Quint and Logan talk about the difference in small cap index funds and large cap index funds and the place both could have in your portfolio.
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    17 分
  • DIY Money Jr - Impulse Buying

    DIY Money Jr - Impulse Buying
    2025/07/04
    Logan and Allie talk about ways to avoid impulse buying.
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    14 分
  • Solo 401k v. Roth IRA

    Solo 401k v. Roth IRA
    2025/06/30
    Logan and Allie talk about good saving principles to follow especially when you have a small business.
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    15 分