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

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.

Oct 1, 202517 min

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.

Sep 29, 202519 min

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.

Sep 26, 202519 min

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.

Sep 24, 202513 min

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.

Sep 22, 202513 min

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.

Sep 19, 202520 min

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.

Sep 17, 202516 min

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.

Sep 15, 202516 min

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.

Sep 12, 202523 min

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.

Sep 10, 202513 min

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.

Sep 8, 202516 min

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.

Sep 5, 202513 min

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.

Sep 3, 202512 min

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.

Sep 1, 202514 min

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.

Aug 29, 202515 min

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.

Aug 27, 202518 min

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.

Aug 25, 202520 min

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.

Aug 22, 202517 min

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.

Aug 20, 202519 min

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.

Aug 18, 202517 min

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.

Aug 15, 202517 min

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.

Aug 13, 202516 min

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.

Aug 11, 202514 min

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.

Aug 8, 202523 min

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.

Aug 6, 202517 min

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.

Aug 4, 202514 min

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.

Aug 1, 202516 min

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.

Jul 30, 202512 min

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.

Jul 28, 202515 min

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.

Jul 25, 202515 min

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.

Jul 23, 202516 min

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.

Jul 23, 202518 min

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.

Jul 18, 202513 min

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.

Jul 16, 202515 min

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.

Jul 14, 202519 min

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.

Jul 11, 202517 min

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.

Jul 9, 202514 min

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.

Jul 7, 202517 min

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.

Jul 4, 202513 min

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.

Jul 2, 202514 min

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.

Jun 30, 202515 min

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.

Jun 27, 202521 min

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.

Jun 25, 202524 min

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.

Jun 23, 202529 min

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.

Jun 20, 202515 min

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.

Jun 18, 202512 min

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.

Jun 16, 202513 min

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.

Jun 13, 202513 min

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.

Jun 11, 202516 min

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.

Jun 9, 202516 min