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...
Author
Logan Gilland
Category
Podcast website
Latest episode
Jul 5, 2026
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Episodes
Smart Ways to Save for Kids 11.01.2026 30:00
Logan and Allie break down how Venezuela news and a mixed jobs report moved markets early in 2026, then walk through practical strategies for saving for a child's future. They discuss covering savings targets, 529 plans, custodial accounts, and when it may make sense to just save in a parent-owned investment account.
New Year Money Check-In for 2026 04.01.2026 30:00
Logan and Allie kick off the new year by recapping a strong-but-volatile 2025, then shift to actionable 2026 planning. They discuss setting clear goals, reviewing tax withholding and strategy, and making sure your investment allocation still matches your timeline and risk tolerance.
2025 Money Recap: Taxes, Tariffs, AI, and Rate Cuts 28.12.2025 30:00
Logan and Allie recap the year’s biggest money themes: tax law changes from the “Big Beautiful Bill,” a tariff-driven market scare, and a strong rebound fueled by AI optimism and falling interest rates.
5 Tips for Young Adults 21.12.2025 30:00
Logan brings on Katelyn Felker, one of the newest members of the Joule team, to talk about 5 tips she has for young adults.
Market Updates and Giving Strategies 14.12.2025 30:00
Logan breaks down what is going on in the markets and giving strategies for the end of the year.
5 Biggest Challenges for Retirees 07.12.2025 30:00
Logan brings on Michele Daniher, from Ritter Daniher Financial Advisory, to talk about the 5 biggest challenges we see for recent or upcoming retirees.
New Contribution Limits 30.11.2025 30:00
Logan and Allie talk through the changes to contribution limits for retirement savings for 2026.
Earnings Season and Charitable Giving 23.11.2025 30:00
Logan and Allie talk about the resent market struggles and how to get the biggest tax benefit for your giving.
Small Business Planning 16.11.2025 30:00
Logan brings on Daniel Czulno to talk about planning for small business owners.
Personal Finance Starting Point 09.11.2025 30:00
Logan and Allie talk about the key first steps to take on your personal financial journey. Check out the DIY Money Podcast to learn more.
Trick or Treat? 02.11.2025 30:00
Allie and Logan give an overview of earnings season and then dive into financial tricks or financial treats.
What Should Advising or Financial Planning Look Like? 26.10.2025 30:00
Logan interviews Michele Daniher, CFP®, to discuss how she has approached financial planning and empowering clients over the last 10 years.
Open Enrollment 19.10.2025 30:00
Logan and Allie talk through how to get the most out of your employer benefits.
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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