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Savings and Sense
By Logan GillandEducation
Savings and Sense episodes
- Small Business Planning
Logan brings on Daniel Czulno to talk about planning for small business owners.
30 min - Personal Finance Starting Point
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.
30 min - Trick or Treat?
Allie and Logan give an overview of earnings season and then dive into financial tricks or financial treats.
30 min - What Should Advising or Financial Planning Look Like?
Logan interviews Michele Daniher, CFP®, to discuss how she has approached financial planning and empowering clients over the last 10 years.
30 min - 30 min
- 30 min
- Government Shutdown and Estate Planning Basics
Logan and Allie talk about the start of the government shutdown and estate planning.
30 min - Tax Planning Before Year End
Logan and Allie talk about the tax keys to consider before the end of the year.
30 min - Why Do We Plan?
Logan and Daniel reflect on why we do financial planning and how it helps folks reach life goals.
30 min - How We Got Here and Planning for the Next Generation
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.
30 min
About Savings and Sense
From the publisher's feed
Each week, Logan Gilland, CFP® with Bluespring Wealth, welcomes experts to discuss the markets, economy, and smart financial planning. Whether it’s Allie Howard, CPA, Daniel Czulno, CFP®, Michele Daniher CFP®, or another trusted voice, the team breaks down taxes, planning strategies, and what’s happening with your money.
Investment advisory services offered through Bluespring Wealth Management, LLC (BWM), a registered investment adviser. Bluespring Wealth is a network of affiliated firms including BWM. The views expressed herein, including those of guests not affiliated with Bluespring Wealth, reflect the opinions of the author or speaker as of the date of publication, are not statements of fact, and are subject to change without notice. This communication is provided for informational and educational purposes only, does not constitute investment, tax, or legal advice. Any references to specific securities, products, or services do not constitute a recommendation or endorsement. All forward-looking statements and projections are subject to uncertainty and should not be relied upon as predictions of future results. All investments involve risk, including the possible loss of principal. Past performance of any security, index, strategy, or market is not indicative of future results. Any index performance referenced herein is provided for informational context only; indices are unmanaged, do not incur fees, and are not available for direct investment. Diversification and active management do not guarantee a profit or protect against loss in declining markets. Statistical data attributed to third parties is believed to be from reliable sources but has not been independently verified. Bluespring Wealth complies with the requirements of the SEC’s Marketing Rule with respect to the payment of referral fees or other compensation to promoters.