In this episode Daniel and Quint discuss one of the most important topics, marriage and money. Unfortunately when it comes to finances most fall short which leads to frustration, bitterness and sometimes even divorce. In this practical guide Quint discusses just how important it is to identify the family CFO and discusses the critical rolls each person must play in order to achieve success.
Budgeting for Goals
Dividend Stocks and Reinvestment
Planning for Death
Company Stock Incentive Plans
Actively Trading Your Roth IRA
Tax Planning in a No Income Tax State
Municipal Bonds versus US Government Bonds
Should I Buy Solar Panels?
Changing Investments Due to Expense Ratio
Employee Stock Purchase Plans
How to Get Past the Fear of Investing?
529 Penalties and Taxes
Lump Sum Pension or Annuity Payout?
What Should I Deduct on My Taxes?
What Is a Wash Sale and How to Avoid It?
Look Out, Student Loans are Back
Different Types of Custodial Account
Setting Up a Retirement Plan at Work
Should I Buy an Annuity?
Should I Have Dividends?
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