Savings and Sense

Logan Gilland and Michele Daniher discuss the growing trend of parents financially supporting their adult children and how to plan for it without compromising long-term goals. They explore why this support is becoming more common, the real costs families are facing, and practical strategies for setting boundaries, communicating expectations, and building flexibility into a financial plan.

Logan and Kaylie break down a week of sharp market rotation, from tech weakness after Google earnings to renewed strength in classic consumer staples. They then dive into Kaylie’s three‑step framework for helping listeners define goals, understand how money supports them, and take meaningful first steps toward financial confidence.

Logan and Vinson break down a busy week in markets, from the sharp split between Microsoft and Meta earnings to reactions to Federal Reserve news and the nomination of Kevin Warsh. They then shift into Vinson’s mortgage expertise, covering refinancing, recasting, and smart borrowing tips for today’s housing environment.

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.