Short, story-driven financial planning episodes hosted by Quincy Hall, CFP®.
Listen on
Latest Episode
The Tax Valley™: Why Retirement Distribution Order Matters
David and Carol entered retirement with strong savings and unusual control over their income—until the Tax Valley revealed why distribution order matters more than most people realize.
Earlier Episodes
The Couple Who Wanted Just Advice, Not a Sales Pitch
Frank and Lisa wanted a retirement plan without strings attached—and discovered Structural Separation instead.
How One Tax Form Saved a $38,000 Family Gift
Tonya and Brad help their son with a down payment—and a single form keeps their $38,000 gift tax-efficient.