DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
971 episodes — Page 11 of 20
Ep 472Dividend Stocks and Reinvestment
On this episode of DIY Money, Quint and Daniel discuss dividend paying stocks and reinvesting dividends. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ep 471Planning for Death
On this episode of DIY Money, Quint and Daniel talk about how to smartly plan for someone's passing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ep 470Company Stock Incentive Plans
On this episode of DIY Money, Quint and Logan talk about various stock incentives like ISOs, RSUs, and NSOs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ep 469Actively Trading Your Roth IRA
On this episode of DIY Money, Daniel and Logan discuss trading in a Roth IRA, the tax implications of doing so, and their thoughts on managing in this way. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ep 468Tax Planning in a No Income Tax State
On this episode of DIY Money, Logan and Allie talk about tax planning for states with no income tax. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ep 467Municipal Bonds versus US Government Bonds
On this episode of DIY Money, Daniel and Logan talk about municipal bonds and US government bonds. They talk about the pros of each and why you would add them to your portfolio. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ep 466Should I Buy Solar Panels?
On this episode of DIY Money, Quint and Daniel go in depth on the financial decision of buying solar panels. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ep 465Changing Investments Due to Expense Ratio
On this episode of DIY Money, Quint and Daniel discuss expense ratios and swapping one investment for another. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ep 464Employee Stock Purchase Plans
On this episode of DIY Money, Quint and Daniel talk about Employee Stock Purchase Plans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ep 463How to Get Past the Fear of Investing?
On this episode of DIY Money, Quint and Logan talk about the important mental aspect of investing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ep 462529 Penalties and Taxes
On this episode of DIY Money, Quint and Logan clarify what actual fees and taxes you could pay on a 529 plan. They talk about some of the benefits of this plan as well. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ep 461Lump Sum Pension or Annuity Payout?
On this episode of DIY Money, Quint and Logan break down decisions between a lump sum rollover of a pension or turning it into a annuity stream. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ep 460What Should I Deduct on My Taxes?
On this episode of DIY Money, Allie and Quint talk about tax deductions and if itemization is worth it. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ep 459What Is a Wash Sale and How to Avoid It?
On this episode of DIY Money, Quint and Daniel talk through the intricacies of wash sales for investments. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ep 458Look Out, Student Loans are Back
On this episode of DIY Money, Quint and Daniel talk about student loans resuming and saving for bigger expenses. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ep 457Different Types of Custodial Account
On this episode of DIY Money, Daniel and Logan talk about the different types of custodial accounts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
We Want You At Joule!
bonusWe 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.