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

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

905 episodes — Page 6 of 19

Ep 658Selling Your Home? Now What?

Quint and Allie talk about the taxes of selling your home and how to potentially invest the proceeds. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 16, 202417 min

Ep 657Selling Rental Property

Quint and Daniel talk about some real estate best practices. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 14, 202415 min

Ep 656Tips for Young Adults

Logan and Allie talk about three tips that are important for young adults. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 11, 202421 min

Ep 655Taking a Tax Loss in a Retirement Account

Quint and Allie talk about taxes in a retirement account and how to best manage your gains or losses. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 9, 202415 min

Ep 654Which Healthcare Plan Should you Have?

Daniel and Logan talk about the pros and cons of PPO and HDHP healthcare plans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 7, 202420 min

Ep 653How Interest Rate Changes Impact You

Daniel and Logan talk about interest rate changes and how that change can ripple through your entire financial plan. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 4, 202422 min

Ep 652Should I Borrow from my 401(k)?

Allie and Quint talk about some of the pitfalls of credit and if a 401(k) loan is ever a good idea. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oct 2, 202420 min

Ep 651Beneficiary Designations

Quint and Logan talk about naming beneficiaries on your assets and making sure your wishes are fulfilled correctly. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 30, 202419 min

Ep 650When to hire a CPA?

Allie and Quint talk about when to bring on a professional for your taxes. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 27, 202418 min

Ep 649DIY Money Jr - Getting Involved in Finance

Quint and Logan discuss how to explore finance early on in life. They talk about starting to invest and how to learn about this world regardless of what field you pursue. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 25, 202416 min

Ep 648Saving for Mid-Term Goals

Daniel and Quint talk about ways to save outside of a retirement account. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 23, 202413 min

Ep 647Estate Planning

Quint and Logan break down wills, trusts, and the additional documents you may need for your estate plan. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 20, 202424 min

Ep 646Planning for an Inheritance

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

Sep 18, 202416 min

Ep 645Purchasing a Car

Quint and Daniel talk about purchasing a car and what things to remember when you are in the finance room. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 16, 202419 min

Ep 644AI and Nvidia

Quint and Logan talk about Nvidia and this new age of AI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 13, 202418 min

Ep 643DIY Money Jr - How Much to Save for College?

Quint and Daniel answer this question about beginning to save for college and how much should be saved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 11, 202415 min

Ep 642National Debt & Money Supply

Quint and Logan talk about the United States debt levels and the increase in the money supply. How does this influence 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.

Sep 9, 202420 min

Ep 641Building Discipline Early

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

Sep 6, 202420 min

Ep 640Real Estate Investing: The Money is Made on the Buy

Quint and Daniel talk about real estate investing and buying real estate in this environment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 4, 202422 min

Ep 639How Many Accounts Do We Need?

Logan and Daniel talk through merging accounts in marriage or keeping things separate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 2, 202418 min

Ep 638Money in Marriage

Quint and Logan talk about how they manage money with their spouse and what pitfalls to avoid. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 30, 202420 min

Ep 637Managing Hefty Student Loans

Should you take a job that helps you pay off your student loans? Or get the highest paying job you can? Quint and Logan talk about managing your students loans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 28, 202417 min

Ep 636Combining Retirement Accounts

Quint and Allie discuss what accounts can be combined and if you should consolidate accounts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 26, 202418 min

Ep 635Preparing for a Recession

With the potential of a recession on the horizon, Daniel and Logan talk about how he has advised clients through recessions in the past. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 23, 202419 min

Ep 634DIY Money Jr - Buying Partial Shares

Logan and Daniel answer a DIY Money Junior question about buying partial shares when you have small dollar amounts to invest. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 21, 202415 min

Ep 633What Account Should You Use?

Allie and Logan talk through which accounts to use when saving for retirement. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 19, 202416 min

Ep 632DIY Money Steps

Allie in Quint go back and review 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.

Aug 16, 202418 min

Ep 631Making up for Lost Time in Investing

What do you do if you are behind on investing? Quint and Logan talk about how to get started saving for yourself or others and what to do if you are behind. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 14, 202419 min

Ep 630How Much Do I Need for Retirement?

Quint and Allie talk about dollar amount goals for retirement. What should you target? What is a good rule of thumb? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 12, 202419 min

Ep 629Why is Paying off Debt Important?

Daniel and Logan talk about the importance of debt payoff and why it is so crucial for building wealth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 9, 202418 min

Ep 628Creating Your First Budget

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

Aug 7, 202416 min

Ep 627Switching to Roth

Daniel and Allie answer a question about switching your retirement contributions from Traditional to Roth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 5, 202416 min

Ep 626What to Expect in an Election Year

Quint and Logan talk about how to manage your finances in an election year and what to expect. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Aug 2, 202416 min

Ep 625Saving for Larger Goals

Quint and Allie talk about anniversary gifts and saving for bigger goals. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 31, 202417 min

Ep 624Planning for a Pension

Quint and Logan talk about how to factor a pension into your financial planning. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 29, 202416 min

Ep 623Rebalancing 101

Quint and Daniel talk about how to rebalance your portfolio, when to do it, and why you should go through the rebalancing process over time. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 26, 202414 min

Ep 622Roth IRA Basics

Quint and Allie talk about the basics of a Roth IRA and if you should use one. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 24, 202417 min

Ep 621The Housing Market

Quint and Daniel talk about their thoughts on the current housing market and where they see it going in the future. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 22, 202422 min

Ep 620DIY Money Jr: What to Invest In?

Quint and Logan talk about how to start investing in stocks and the market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 19, 202413 min

Ep 619Does Non-Interest Bearing Debt Matter?

Quint and Allie talk about zero interest loans and if you should have them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 17, 202418 min

Ep 617DIY Money Jr - How to Start Saving for Retirement

Allie and Quint talk about how to get started early saving for retirement. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 12, 202415 min

Ep 616Being on the Deed v. on the Will

Quint and Daniel talk about estate planning and the best ways to title assets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 10, 202415 min

Ep 615Fast Cash - Hard Cash or in the Bank?

Quint and Logan talk about the purpose of fast cash and how to keep it. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 9, 202419 min

Ep 614Debit Card or Credit Card

Quint and Allie talk about what you should use on a daily basis. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 5, 202417 min

Ep 613Student Loan Repayment

Quint and Daniel talk through student loans and how to approach repayment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 3, 202412 min

Ep 612Withdrawing Funds from Life Insurance

Quint and Allie talk about life insurance and what to do with cash value of a whole life policy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jul 1, 202422 min

Ep 611DIY Money Jr - Risk v. Gambling

Allie and Logan answer a junior question about risk and if the stock market is equivalent to gambling. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 28, 202420 min

Ep 610Important Roth IRA Rules

Allie and Logan talk through BOTH 5 year rules for a Roth IRA. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 26, 202421 min

Ep 609Paying Off Your Mortgage

Daniel and Logan discuss the psychology v. the math on when it makes sense to pay off your mortgage. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 24, 202419 min

Ep 608DIY JR: When Should I Get a Credit Card?

Quint and Logan answer this question on how old you should be to consider getting a credit card. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 21, 202415 min