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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

905 episodes — Page 10 of 19

Ep 456Setting Up a Retirement Plan at Work

On this episode of DIY Money, Daniel and Logan talk through setting up a retirement plan for a small business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 5, 202316 min

Ep 455Should I Buy an Annuity?

On this episode of DIY Money, Daniel and Logan discuss what annuities are and our thoughts on them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 4, 202323 min

Ep 454Should I Have Dividends?

On this episode of DIY Money, Quint and Allie talk about dividends and whether or not you should own them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 30, 202319 min

Ep 453Don’t Break the Bank on a Wedding

On this episode of DIY Money, Daniel and Quint talk about saving, budgeting, and paying for a wedding. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 28, 202314 min

Ep 452Payment Strategy for Student Loans

On this episode of DIY Money, Daniel and Quint talk through paying off student loans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 26, 202317 min

Ep 451Retirement Rules of Thumb

On this episode of DIY Money, Quint and Logan talk about retirement rules of thumb and the 4% rule. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 23, 202316 min

Ep 450DIY Money Jr- Should I Save Or Invest?

On this episode of DIY Money Junior, Allie and Quint discuss saving versus investing, specifically for college. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 21, 202316 min

Ep 449Lump Sum or DCA Inheritance

On this episode of DIY Money, Quint and Logan answer a question about investing in a lump sum or by dollar cost averaging for kids. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 19, 202315 min

Ep 448How to Locate Retirement Savings

On this episode of DIY Money, Daniel and Allie discuss how to find the best place for your retirement money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 16, 202315 min

Ep 447Simple IRAs and 401Ks for a Small Business

On this episode of DIY Money, Daniel and Logan talk about Simple IRAs for small businesses versus 401Ks and what benefits a plan administrator should provide. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 14, 202316 min

Ep 446Withholding Taxes on Distributions

On this episode of DIY Money, Daniel, Logan, AND Allie talk about withholding taxes on distributions out of a retirement account or an inherited retirement account. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 12, 202315 min

Ep 445Retirement Account Allocation

On this episode of DIY Money, Daniel and Logan talk about allocation in retirement accounts, specifically in a TSP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 9, 202316 min

Ep 444Dollar Cost Averaging Into Individual Stocks

On this episode of DIY Money, Daniel and Logan talk about buying individual stocks and whether to continue dollar cost averaging into them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 7, 202315 min

Ep 443How Does My Pension Change My Plan?

On this episode of DIY Money, Logan and Daniel talk about how pensions impact a long term financial plan. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 5, 202312 min

Ep 442Custodial and Investment Accounts for Kids

On this episode of DIY Money, Daniel and Quint talk about investing for kids and what situations you should consider using different types of accounts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 2, 202314 min

Ep 441Budgeting Tips and Tricks

On this episode of DIY Money, Quint and Allie talk about budgeting tips and tricks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 31, 202319 min

Ep 440Should I Use a 529 Now?

On this episode of DIY Money, Quint introduces the newest member of the DIY and Joule team Allie Howard CPA MBA. Listen to them talk about 529 plans and the new strategies available for them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 29, 202320 min

Ep 439DIY MONEY JR- Starting an Online Business

On this episode of DIY Money Junior, Logan and Quint talk about starting an online business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 26, 202316 min

Ep 438Buying a Home? How Much Should You Put Down?

On this episode of DIY Money, Daniel and Logan talk about what percentage to put down on your home. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 24, 202316 min

Ep 437Take More Risk With a Pension?

On this episode of DIY Money, Logan and Daniel talk about risk when factoring in a pension to a financial plan. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 22, 202317 min

Ep 435Increasing 401K Savings to Save on Taxes

On this episode of DIY Money, Logan and Daniel talk about increasing 401K savings to ultimately save on taxes. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 19, 202318 min

Ep 434Using an HSA for Retirement

On this episode of DIY Money, Logan and Daniel talk about calculating retirement needs while factoring in an HSA. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 17, 202317 min

We Want You At Joule!

bonus

We would love to have you apart of our team at Joule Financial. Learn more about our open position HERE. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 16, 20231 min

Ep 433Savings Bucket for a Baby

On this episode of DIY Money, Quint and Logan talk about creating an extra savings bucket when planning on having a baby. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 15, 202317 min

Ep 432Should I Pay Off My Mortgage? Or Invest?

On this episode of DIY Money, Quint and Logan talk through the qualitative and quantitative factors to paying off your mortgage versus investing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 12, 202321 min

Ep 431What to Do When You Make Over the Roth IRA Limits?

On this episode of DIY Money, Quint and Daniel talk about what to do when you start making income over the Roth income limits. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 10, 202317 min

Ep 430What Happens To My Loan If My Bank Fails?

On this episode of DIY Money, Quint and Daniel talk about what would happen to your mortgage, car loan, etc. if your bank were to fail. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 8, 202317 min

Ep 429Inheritance, EE Bonds, and Taxes

On this episode of DIY Money, Quint and Daniel talk about inheriting EE bonds and what to do with them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 5, 202313 min

Ep 428More Margin, Now What?

On this episode of DIY Money, Quint and Daniel talk about what to do when you start having more margin. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 3, 202313 min

Ep 427How to Find a Good Tax Accountant?

On this episode of DIY Money, Quint and Daniel talk about how they find professionals to work with. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 1, 202315 min

Ep 426Buying a Manufactured Home

On this episode of DIY Money, Daniel and Logan answer a question about buying a manufactured home. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 28, 202315 min

Ep 4251% Match on Your Roth IRA

On this episode of DIY Money, Daniel and Logan talk about incentives that investment companies offer for Roth contributions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 26, 202314 min

Ep 424Maxing Out Your Retirement

On this episode of DIY Money, Logan and Daniel talk about maxing out your retirement savings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 24, 202313 min

Ep 423Are My Percent Contributions to Roth or Traditional 401K the Same?

On this episode of DIY Money, Quint and Logan talk about changing your 401K from Traditional to Roth and how that changes your paycheck. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 21, 202312 min

Ep 422Saving for Retirement With a Pension

On this episode of DIY Money, Quint and Logan discuss the changes of saving for retirement when you have a pension. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 19, 202316 min

Ep 421Saving for a Special Needs Child

On this episode of DIY Money, Quint and Logan discuss savings for a special needs child. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 17, 202317 min

Ep 420How Much Should My Mortgage Payment Be?

On this episode of DIY Money, Quint and Daniel discuss buying a home and how much to allocate to your mortgage each month. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 14, 202318 min

Ep 419Series EE Savings Bonds

On this episode of DIY Money, Quint and Daniel discuss Series EE Bonds and what to do with them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 12, 202316 min

Ep 418DIY Money Jr - Invest in Stocks or Somewhere Else?

On this episode of DIY Money Junior, Quint and Daniel discuss investing while you are young and the best places to put your money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 10, 202315 min

Ep 417Multiple or One Savings Account?

On this episode of DIY Money, Quint and Daniel talk about having 1 savings account versus having multiple for several different goals. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 7, 202313 min

Ep 416ESG Funds

On this episode of DIY Money, Quint and Daniel talk about ESG Funds. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 5, 202319 min

Ep 4155 Years From Retirement, What Do I Do?

In this episode of DIY money, Quint and Daniel talk about what to do as you are approaching retirement with your investments. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 3, 202320 min

Ep 414Getting a Tax Refund

On this episode of DIY Money, Quint is once again joined by guest Bobby Livesay. They discuss what to do with a tax refund and how to navigate your tax withholdings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 31, 202319 min

Ep 413Quarterly Tax Payments

On this episode of DIY Money, Quint is joined by guest Bobby Livesay and they discuss making quarterly tax payments. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 29, 202316 min

Ep 412Starting a Roth Early

On this episode of DIY Money, Quint and Logan talk about starting a Roth early on in life and investing while in college. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 27, 202314 min

Ep 411Impact Investing

On this episode of DIY Money, Quint and Daniel discuss what impact investing means and how they approach this topic. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 24, 202318 min

Ep 410Taking on Debt for Rental Real Estate

On this episode of DIY Money, Quint and Daniel discuss if it is wise to take on debt for a rental real estate investment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 22, 202317 min

Ep 409Helping Your Parents Retire

On this episode of DIY Money, Quint and Daniel talk about the difficulties of helping your parents save and plan for retirement. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 20, 202315 min

Ep 408Should I Pay off My Mortgage with Retirement Funds?

On this episode of DIY Money, Quint and Daniel talk about when it does and does not make sense to use retirement money to pay off your home. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 17, 202312 min

Ep 407”Buy When the Market is Low” -- With What??

Everyone says "Buy When the Market is Low". On this episode of DIY Money, Quint and Daniel talk about that common phrase and why it is not so easy to do so. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 15, 202312 min