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. Read Full Show Notes →
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. Read Full Show Notes →
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. Read Full Show Notes →
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. Read Full Show Notes →
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. Read Full Show Notes →
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. Read Full Show Notes →
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! Read Full Show Notes →
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? Read Full Show Notes →
The Basics on Legal Documents
Kay and Andrew discuss the basics of estate planning and which legal documents everyone should consider having prepared. Read Full Show Notes →
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. Read Full Show Notes →
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. Read Full Show Notes →
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! Read Full Show Notes →