Short, story-driven financial planning episodes hosted by Quincy Hall, CFP®.
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Latest Episode
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.
Earlier Episodes
How One Tax Form Saved a $38,000 Family GiftTonya and Brad help their son with a down payment—and a single form keeps their $38,000 gift tax-efficient.