HeyJaredSavings and Sense
Each week, Logan Gilland, CFP® with Joule Financial, welcomes experts to discuss the markets, economy, and smart financial planning.
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 27, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 5, 2026
Latest episodes
The Overlooked Insurance That Protects Your Paycheck (opens the original)
Read excerpt
Logan Gilland is joined by Michele Daniher to discuss a critical financial planning topic that many people overlook: disability insurance. While most families focus on life insurance, retirement accounts, and investments, the conversation highlights the financial risk of losing income due to an illness or injury during your working years. They explain the differences between employer-provided and individual disability coverage, how short-term and long-term disability policies work, the tax impli
When Rates Rise: What Borrowers and Savers Need to Know (opens the original)
Read excerpt
Logan Gilland and Allie Howard discuss the latest market developments surrounding inflation, interest rates, and the continued impact of global events on investors. They break down why Federal Reserve decisions matter, how rising rates affect businesses and the broader economy, and what investors are watching as the year progresses. The conversation then shifts to the practical side of personal finance, explaining what higher interest rates mean for borrowers, homeowners, savers, and everyday ho
Financial Fall Cleanup: What Should You Trim? (opens the original)
Read excerpt
Allie Howard and Katelyn Felker discuss the importance of periodically cleaning up your financial life, much like pruning a garden before a new season of growth. They explore practical ways to reduce financial clutter, including reviewing subscriptions, negotiating bills, consolidating old accounts, updating insurance coverage, and revisiting outdated financial plans. The conversation emphasizes that financial success is not always about adding more investments or accounts. Sometimes the biggest
Preparing the Next Generation for Wealth (opens the original)
Read excerpt
Logan Gilland and Allie Howard discuss the forces currently driving markets, including interest rate expectations, inflation concerns, and the impact of rising Treasury yields. They then shift to a conversation about the Great Wealth Transfer and what families should be doing today to prepare the next generation. The discussion covers beneficiary designations, estate planning considerations, gifting strategies, and the importance of teaching financial habits alongside passing down assets. They e
The Estate Planning Documents Everyone Should Know (opens the original)
Read excerpt
Allie Howard and Daniel Czulno break down the fundamentals of estate planning and why having the right documents in place is an important part of any financial plan. They discuss wills, powers of attorney, healthcare directives, and beneficiary designations, explaining what each document does and why keeping them updated matters. The conversation highlights the importance of coordinating with both an estate planning attorney and your financial advisor to ensure your wishes are carried out and yo
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Not enough subject data for this period yet.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.