Savings and Sense

Logan and Andy discuss something that many retirees go through that doesn't get brought up often enough: Required Minimum Distributions (RMDs). Once you reach a certain age, you're required to pull from retirement accounts which forces you to pay taxes on those dollars. In this episode, we discuss strategies that focus on paying less long-term.

Logan and Allie focus on why debt is becoming a bigger problem for a lot of people and lay out a simple path to fix it by building margin in your budget, cutting expenses or boosting income, and using a strategy like the debt snowball to start gaining momentum.

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.

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.

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.

Logan brings on Katelyn Felker, one of the newest members of the Joule team, to talk about 5 tips she has for young adults. 

Logan breaks down what is going on in the markets and giving strategies for the end of the year. 

Logan brings on Michele Daniher, from Ritter Daniher Financial Advisory, to talk about the 5 biggest challenges we see for recent or upcoming retirees.

Logan and Allie talk through the changes to contribution limits for retirement savings for 2026.

Logan and Allie talk about the resent market struggles and how to get the biggest tax benefit for your giving.