What to Prioritize in 2023

Trusts can be complex. Quint and Logan talk about who should be the manager or trustee. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising. 

What are the biggest financial mistakes people make in their 30s and 40s? Allie and Logan give their input. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising. 

I want 2025 to be your best and most profitable year yet! And I'd like to ask you to give me the opportunity to coach you week-by-week towards that goal. I'm excited to introduce you to my new semi-private coaching program: www.RPFacademy.com Listen to the podcast for all the spe ...  Show more

Today, I'm introducing you to one of my favorite podcasts, Money For Couples. In Money For Couples, you’ll hear real stories and practical strategies to help you align on finances, stop money fights, and build a shared financial vision. I'm going to play a portion of that episode ...  Show more

Dominique (33) and Chris (34) have been together for six years, engaged for two, and share a two-year-old son. While Dominique manages parenting, full-time work, and their finances, Chris shuts down when money comes up—and has no plan for what’s next. With rising childcare costs, ...  Show more

We spend so much time stressing over budgets, investments, credit scores—basically, all the numbers. But what if I told you the biggest financial decision you’ll ever make isn’t about money at all? In today’s episode, I’m getting real about the one life choice that will shape eve ...  Show more