Jun 15, 2020
What is Risk Tolerance?
For any investment, there is always a tradeoff between risk and return. However, it is just as important to understand your own comfort level with risk and the objective and subjective factors that affect that. Join Kay and Andrew as they discuss: • Risk and return characteristics of different investments • Factors to consider when determining your own risk tolerance • Tools to understand risk and guide you in selecting an investment strategy • How to manage your risk tolerance on an ongoing basis
May 11, 2020
I Am Getting Married Soon. What to Do?
How much does a wedding cost? Should we have joint or separate bank accounts? What about buying a house together? Join John and Andrew as they discuss what to consider when you’re getting married and pitfalls to avoid.
Mar 02, 2020
IRA vs Roth IRA - Which Should I Choose?
Ever wonder which type of IRA (Traditional IRA vs. Roth IRA) is right for you? Do you want to accumulate pre-tax money? Or would it be better to accumulate tax free money? Maybe the right answer is have some of both. Join Kay and John as they discuss the considerations to make when choosing which route to go.
Jan 31, 2020
When Can I Retire?
Kay and Andrew discuss what it means to retire and how to know when you’re financially and mentally ready for retirement.
Jan 10, 2020
Qualified Charitable Distributions
Join Kay and John as they discuss a strategy that can allow you to both give charitably and reduce your income tax by donating from a retirement account.
Dec 20, 2019
The financial industry is filled with jargon and abbreviations. Andrew and John go over some of the most common abbreviations in personal finance that you need to know.
Nov 01, 2019
I'm in Debt... Help!
Join Kay and John as they discuss the D word - debt. This episode covers actions that get people into debt, the tough debt decisions people face, and some practical ways to begin attacking and getting out of debt.
Sep 23, 2019
Tax Planning with New 2018 Tax Law
Join Kay and Andrew as they discuss tax planning. Learn how to tax is calculated, major changes to tax law from 2018, and other opportunities to be proactive in tax preparation.
Aug 21, 2019
Financial First Steps
Join Andrew and John as they discuss the first steps to getting your financial house in order. Whether you are right out of school or starting over after some missteps, these are the personal finance basics to master.
Jul 22, 2019
Join Kay, John and local family law attorney, Cathy Speers Johnson, to discuss the divorce process and how to prepare for it both mentally and financially. Understand the various aspects of divorce including asset division, alimony, parenting plans and child support. Can you afford to keep the house? What are the martial assets? Will you be eligible for alimony? These are some of the questions discussed on the podcast.
Jun 17, 2019
Saving for College Education
Paying for college is often one of the largest expenses we see for clients with children. Making sure to have a plan and starting early can really help you be prepared for covering this expense. Join John and Andrew as they discuss education expenses, saving strategies and coming up with a plan to cover the future expense!
May 28, 2019
The Basics on Legal Documents - Part 2
Join Kay and Andrew for our second part of the podcast series on Legal Documents. This episode focuses on estate planning techniques using trusts. Some of the questions that are answered include: Why would I need a trust? What is the right trust for me? Do trusts avoid tax? What is the difference between a revocable trust and an irrevocable trust?
Apr 08, 2019
The Basics on Legal Documents
Kay and Andrew discuss the basics of estate planning and which legal documents everyone should consider having prepared.
Feb 05, 2019
What Is Financial Planning?
John and Kay explain what financial planning means, and how the advisors at QSF work with clients to build their personalized financial roadmap.
Feb 05, 2019
How Much Money Do I Need to Retire?
How much money should I be saving? At what age should I start saving? John and Andrew cover the basics of saving for retirement.
Feb 05, 2019
The History of Quinn Stauffer Financial
Kay, John and Andrew recount the history of Quinn Stauffer Financial, from its founding in 2002 as Kay Quinn Financial to now!