Logan Gilland
Savings and Sense
Each week, Logan Gilland, CFP® with Joule Financial, welcomes experts to discuss the markets, economy, and smart financial planning. Whether it’s Allie Howard, CPA, Daniel Czulno, CFP®, Quint Tatro with 25+ years of market experience, or another trusted voice, the team breaks down taxes, planning strategies, and what’s happening with your money. Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as a...
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Autor
Logan Gilland
Kategoria
Strona podcastu
Ostatni odcinek
27 wrz 2026
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Odcinki
Market Deep Dive 12.10.2025 30:00
Logan provides a state of the markets update.
Government Shutdown and Estate Planning Basics 05.10.2025 30:00
Logan and Allie talk about the start of the government shutdown and estate planning.
Tax Planning Before Year End 28.09.2025 30:00
Logan and Allie talk about the tax keys to consider before the end of the year.
Why Do We Plan? 21.09.2025 30:00
Logan and Daniel reflect on why we do financial planning and how it helps folks reach life goals.
How We Got Here and Planning for the Next Generation 14.09.2025 29:47
Logan and Quint talk about how Joule Financial started, how to navigate current markets, and how to get the next generation on the right path.
Introductions, NVDA, and Allocation 07.09.2025 29:30
Logan and Allie introduce the savings and sense show, talk through recent earnings, and discuss monitoring your investment allocation.
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