
DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
905 episodes — Page 3 of 19
What to Do With Your 401k After Changing Jobs?
Quint and Allie talk about the ins and outs of rolling out a 401(k). Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Budgeting for Period of Reduced Income
Challenging times will come, Allie and Quint talk about navigating them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Market Ride
Quint and Logan talk about market cycles and what they have learned from them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
What is Roth Conversion?
Quint and Logan talk about Roth Conversion and how it may work in your financial plan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Taking Advantage of Capital Gains Brackets
Quint and Logan talk about how to strategically take advantage of your capital gains bracket in years with lower income. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
What Rates are Controlled by the Fed?
Quint and Allie break down how the FED changing interest rates influences the rest of the bond market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Christmas in... September?
Quint and Allie talk about preparing for the end of the year on this 800th episode of DIY Money. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
How Much to Put Into an HSA
Quint and Allie talk about funding an HSA. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Playing the Interest Game
Quint and Allie talk about the “interest rate game” or putting money in the market to get a higher return than your debt. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Am I on Track?
One of the most important questions we hear: Am I on track and should I talk with someone. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Traditional 401(k) or Roth 401(k)
Allie and Quint talk about where to put retirement savings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Teaching Kids Finance
Quint and Logan talk about teaching kids how to save and invest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Starting a New Budget as Life Changes
Quint and Logan talk through building a new budget as life circumstances change. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Keeping Up With the Savings Joneses
How much saving is too much saving? Quint and Allie talk through how to balance saving versus living in the moment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Funding a Side Hustle
Quint and Logan talk about how to get a business off the ground and how to finance it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
All Things Crypto
Quint and Allie talk through cryptocurrencies and how it could play into your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
What is a Car Broker?
Logan and Allie talk through buying a used vehicle and what to be aware of during the process. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Options & Futures
Quint and Logan talk about options and futures trading and if it makes sense in your financial plan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
5 Years or more... Now what?
We talk all the time about “5 years or less don’t invest” but what do you do when it is more than 5 years? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Savings for Annual Expenses v. Paying Down Debt
Allie and Logan talk about accruing for annual expenses and if it’s better to pay down debt than set aside funds for those expenses. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Medicare or HSA Plan
Quint and Logan talk about different healthcare plans including Medicare and HSAs. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
What is FINTECH?
Allie and Quint answer a question about moving money to a Fintech firm. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dollar Cost Averaging When Taking Distributions
Quint and Logan talk through the other side of investing: withdrawling money and the best ways to do it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Going off to College
Allie and Quint discuss some of the things they encourage your people and parents to think about when they go to college. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Using the Emergency Fund
Sometimes it happens! Quint and Allie talk about when you have to tap your emergency fund. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
DIY Money Jr - Why do Markets Return More than the Bank?
Quint and Allie talk through why it is beneficial to invest rather than keep money in the bank. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Short Positions and Lending Stock
Quint and Logan talk about lending your stocks and how shorting stock works. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
How Many Accounts are Too Many?
Quint and Allie talk through different types of accounts and when you may have too many. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Market Update
Quint and Logan talk about the current market conditions and what they see on the horizon as well as current actions they are taking. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Buying Early Retirement
Logan and Allie talk about buying early retirement years and how exactly to make that happen. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Playing the Interest Game
Quint and Allie talk about navigating the current debt and interest rate market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
What are "Earnings"?
Quint and Logan talk about analyzing companies through their earnings numbers and multiples. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Big Beautiful Series: No Tax on Social Security?
Logan and Allie breakdown the Big Beautiful Bill’s adjustments to taxes for seniors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Big Beautiful Series: Tips and Overtime
Logan and Allie break down the new tax rules on tips and overtime. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Big Beautiful Series: Market Impact
Quint and Logan talk through the market impact of the “Big Beautiful Bill” passing. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Retirement Accounts in Trusts
Allie and Logan talk about some of the tax consequences of trust accounts and whether it is helpful to put your IRA in a trust after you pass. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Debts at Passing
Quint and Allie talk about what happens to debts after someone passes away. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Index Fund Construction
Quint and Logan talk about the difference in small cap index funds and large cap index funds and the place both could have in your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
DIY Money Jr - Impulse Buying
Logan and Allie talk about ways to avoid impulse buying. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Saving By Giving: Donor Advised Fund
Logan and Allie talk through giving strategies and whether or not they can help you with monthly cash flow. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Solo 401k v. Roth IRA
Logan and Allie talk about good saving principles to follow especially when you have a small business. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
All Things Investing - Stock Picking
Logan and Quint talk all things individual stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
All Things Investing - Getting Started
Quint and Logan talk about the basics of laying your investing foundation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
All About Investments - Taxes and Accounts
Quint and Allie kick off a three part series on investing. They discuss different investment accounts and the taxes of each. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Buying Fractional Shares
Allie and Logan break down buying fractional shares and the benefits of doing so. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
DIY Money Jr - How to Get Started in Investing
Logan and Allie answer a junior question about getting started with investing and how much to invest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
How to Save Before You are Eligible for Workplace Plans
Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Using a 529
Allie and Quint talk about utilizing a 529 account. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Choosing an Advisor
Quint and Allie talk about what to look for if you want a financial advisor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
ETF v. Mutual Funds
Quint and Logan talk about the differences in mutual funds and ETFs and what to use in your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.