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

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

971 episodes — Page 3 of 20

Protecting Your Finances

Quint and Logan talk through tips to avoid scams and how to freeze credit. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 4, 202621 min

S&P500 or Total Market

Quint and Logan talk about the differences between D&P500 funds and total market funds. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 2, 202614 min

Back to the Classroom: When Markets Take Time to Recover

Markets have times where they stay in the same area for a long time. Quint and Logan talk about how to navigate that environment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 26, 202617 min

How to Be a Good Client for a Financial Advisor

Logan and Allie talk about how to have the best possible relationship with your 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.

Feb 25, 202621 min

DIY Money Jr - Best Investment Platform

Allie and Logan talk about the best platforms for kids to get started investing. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 23, 202615 min

Back to the Basics: Save First

Allie and Logan talk about how to save before you spend and not the other way around. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 20, 202617 min

What Counts as an Emergency?

Quint and Logan talk about the current volatility in the markets and how to evolve your emergency fund over time. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 18, 202616 min

Rebalancing Retirement Accounts

Quint and Allie talk about rebalancing your retirement accounts: how often, tax consequences, and why it is helpful. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 16, 202614 min

Back to the Basics: Checks and Balances

Quint and Allie talk about how to do periodic checks to ensure your money is working for you. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 13, 202624 min

Discretionary Match for Retirement

Quint and Logan talk through making retirement savings decisions if your company has a discretionary match. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 11, 202615 min

Best Car Insurance?

Quint and Logan talk about the different kinds of car insurance and what to consider for what type to have on your vehicle. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 9, 202621 min

Back to the Classroom: Good Debt, Bad Debt

Quint and Logan talk about “good” debt versus “bad” debt. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 6, 202622 min

DIY Money Jr - Savings or Investing

Quint and Allie talk about how to be a saver versus an investor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 4, 202612 min

Reading a Brokerage Statement

Quint and Logan talk about understanding the different items on your brokerage statement. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 2, 202616 min

Back to the Classroom: Dealing with Headlines

Quint and Allie take it back to the classroom and talk through how to handle the ups and downs of markets with lots of headlines. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 30, 202623 min

Planning for Low Income Years

Quint and Allie talk about a day in New York City and how to take advantage of low income years. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 28, 202616 min

DIY Money Jr: Stocks v. Mutual Funds

Quint and Logan discuss the best ways to invest early on. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 26, 202615 min

DIY Interview - Meghann Featherstun

Featherstone Nutrition Website Featherstonenutrition on Instagram Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 23, 202633 min

Back to the Basics: Wealth Creation Part 2

Quint and Allie talk about practical ways to invest the rest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 21, 202621 min

Back to the Basics: Wealth Creation Part 1

Quint and Logan talk through building wealth once you have gone through the other DIY Money steps. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 19, 202621 min

Back to the Basics: Saying No

Quint and Allie talk about one of the best ways to avoid financial pitfalls: saying no! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 16, 202617 min

Back to the Basics: Debt Hierarchy

Quint and Logan talk about how best to apply margin to your debts and get that debt gone as soon as possible. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 14, 202617 min

Back to the Basics: Fast Cash and Emergency Fund

Quint and Logan talk about the importance of setting up accounts to protect your financial plan against emergencies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 12, 202617 min

Back to the Basics: Magic is in the Margin

Quint and Allie talk through the value of margin and how to increase it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 9, 202626 min

Back to the Basics: Budgeting 201

Logan and Allie going into the more intricate parts of your budget like setting up accruals and adjusting over time. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 7, 202617 min

Back to the Basics: Budgeting 101

Logan and Allie talk through the basics of starting your budget. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 5, 202624 min

Back to the Basics: Built Different

Quint and Allie kick off the new year with back to the basics laying out the fundamentals of the DIY Money process. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 2, 202623 min

Roth 101

To close out the year, Quint and Logan go back to the classroom and breakdown all things Roth. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 31, 202520 min

Investing in Your HSA

Quint and Allie talk about what an HSA is and how best to invest it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 29, 202517 min

DIY Money Jr - Where to Invest

Quint and Logan talk through this junior question about where to invest and what options to consider. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 26, 202513 min

Last Minute Gift Ideas

Quint and Allie talk about TRADITIONS and great last minute gift ideas. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 24, 202518 min

Do I need a Roth?

Logan and Quint dive into a whether or not a Roth IRA is a good option for 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.

Dec 22, 202519 min

Five F's - Goal Setting

Quint and Allie talk about setting goals for 2026. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 19, 202522 min

What is Market Cap?

Logan and Quint explain a term that is thrown around all the time. They explain what market cap is and why it matters for 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.

Dec 17, 202520 min

HYSA v. Money Market

Quint and Allie talk through the difference between a money market account and high yield savings account. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 15, 202518 min

Rule of 4% - Am I on Track for Retirement?

Quint and Allie talk through calculating the rule of 4% and if it is a good barometer for retirement. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 12, 202522 min

Stock Price Targets

Quint and Logan talk about analyst price targets and how they can be used 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.

Dec 10, 202523 min

Responding to Volatility in Markets

Quint and Logan have a conversation about the recent ups and downs of the market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 8, 202515 min

Roth v. Taxable Account

Quint and Allie talk through saving in a brokerage account or a Roth account. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 5, 202511 min

Teaching your Kids about Finances

Quint and Logan talk about lessons and strategies to teach your kids about finances. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 3, 202512 min

When to Refinance?

Quint and Logan talk about when to consider refinancing your mortgage. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 1, 202513 min

Allocation in 529 Plan

Logan and Allie talk about ways to allocate 529 accounts and how to adjust allocation over time. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 28, 202518 min

How to Invest Large Chunks of Money?

Whether from an inheritance, a property sale, or large bonus investing a large chunk of money can be intimidating. Allie and Logan break down how they would approach it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 26, 202515 min

Traditional or Roth

Logan and Allie discuss if after-tax or pre-tax is better for savings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 24, 202511 min

Having a Child Financial Checklist

Logan and Allie talk about financial items to think about before and after having a baby. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 21, 202516 min

Capital Gains Harvesting

Logan and Allie talk about strategic ways to take capital gains. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 19, 202514 min

Self-Pay Health Insurance

Allie and Logan talk about where to look and the process for getting health insurance outside of an employer Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 17, 202515 min

Series I Bonds

Quint and Logan discuss if I Bonds are still a good investment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 14, 202513 min

No More Tax-Free Loans!

Quint and Allie talk about how to avoid giving the government a tax-free loan (aka getting a tax refund). Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 12, 202513 min

Money in Singleness: Allie

Quint interviews Allie to talk about how she manages money. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nov 10, 202522 min