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

Allie and Quint talk about when you might need professional help during tax season. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Logan think through the best ways to create passive income. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Allie talk through whether to utilize an employer plan (like a 403(b)) or an Individual Retirement Account (IRA). Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Logan talk about the overall market and whether or not it is overvalued. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Logan is joined by a special guest, Vinson Bunting, to talk through the key terms and tips you should know before you get a mortgage. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Daniel and Allie talk about earning an allowance: how much, how often, and cash or something else? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Logan and Allie talk through what to save for first. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Logan and Allie talk through balancing saving and spending when you have already built a decent nest egg. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Allie and Logan talk about strategies in early retirement. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Allie and Logan talk about when to take Social Security and how to plan for that in advance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Logan and Allie talk about the various different accounts you can use to build wealth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Logan talk through the ways to build wealth after you have completed the basic DIY Money steps. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Allie talk about paying off debt and the best way to attack your outstanding loans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Logan talk about where to apply your extra margin starting with fast cash and an emergency fund. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Logan talk about building margin and the ways to grow your income minus outgo. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Logan talk about one of the most important words in the DIY steps “No”. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Allie break down how to create a budget. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We are bringing it back to the basics for the new year. Quint and Allie talk through the first DIY Money step of tracking your expenses. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Allie wrap up 2024. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Allie and Logan talk through what sales tax is and what it is used for. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Daniel and Allie talk about having real estate in an IRA. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Logan and Allie talk through how to set up children for financial success. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Logan give financial and motivational book recommendations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Allie talk about robo or digital advisors. They discuss the good and the bad of utilizing one of these advisors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Logan talk about why they analyze individual stocks but typically suggest indexed investments. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Logan talk about how they manage money through the holiday season and how to prepare in advance for this time of year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Allie talk about future tax consequences of putting funds in a trust. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Daniel and Quint talk about when you should be saving and when you should be investing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Daniel and Allie talk about actually spending money versus our usual talk of saving. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Logan and Allie talk about different careers in Wealth Management and pathways to get to there. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Daniel and Logan talk about paper trading: what it is, how to do it, and if it is valuable for learning about trading. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Allie and Logan talk about giving to charities in the most tax efficient ways. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Logan talk about what to read and listen to when you are first starting to learn about money. Check out our previous episode where we interviewed Ian McMillan who wrote “What Is A Stock”. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Daniel and Allie talk about the 10/10/80 plan and how to save if you will not be receiving social security. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Logan talk about the state of the market and things to think about moving forward. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Allie talk about pensions and how to plan for them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Daniel talk about Restricted Stock Units and how different company stock plans can play into your financial plan. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Logan talk about important items to consider before the end of the year in your investment accounts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Daniel and Quint talk about the difficulties of helping family with their finances and how to make sure you are taking care of your finances first. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Allie and Quint talk about where to invest funds and why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Daniel and Allie talk about the important things to consider doing before year end. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Want to start saving for a child before they are born? Quint and Logan talk about how to do that. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Allie talk about some of the psychological pitfalls that are out there when it comes to spending. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Daniel and Logan talk about the upcoming election and how that can influence 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.

Daniel and Allie talk about taxation on this type of investment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Logan and Allie talk about managing business income when first starting a business. Where should those earnings go? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Allie and Logan talk about when to seek professional advice and when to get an advisor to talk about financial goals. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Daniel and Allie discuss the different components of estate planning and the most important things to get in place. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Daniel and Logan answer this junior question about how to set up investment accounts on auto pilot. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quint and Logan explain how they set goals in the different areas of their lives. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.