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

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

971 episodes — Page 6 of 20

What are 457(b)s?

Allie and Quint talk about where a 457(b) or any retirement plan should fall in your financial planning hierarchy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 19, 202514 min

When to Rebalance?

Quint and Logan talk about rebalancing your portfolio and when to make changes to your kids’ accounts. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 17, 202517 min

Pay Yourself First

Allie and Quint talk about paying yourself first and what it means to save before you spend. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 14, 202523 min

All About REITs

Logan and Allie break down Real Estate Investment Trusts (REITs). Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 12, 202516 min

Shopping Credit Cards

Logan and Allie talk about shopping for credit card deals and whether you should even have a credit card. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 10, 202515 min

Good Debt v. Bad Debt

Allie and Quint talk about what is good debt and what is 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.

Mar 7, 202527 min

"The Family Business"

Quint and Logan talk about operating your family finances like a business and the importance of being on the same page with your spouse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 5, 202514 min

STOP IT!!

Quint and Logan explain the major spending/debt issues they are seeing on a daily basis and encourage people to change their habits. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 3, 202518 min

Using Your Emergency Fund

Quint and Allie talk about when you may have to use 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.

Feb 28, 202513 min

Pension Plan Vs Investment Plan

Allie and Quint discuss whether it is better to have a pension plan or a retirement investing plan. 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, 202519 min

HSA & Super HSA?

Quint and Logan talk about the HSA and a way for your children to begin contributing to an HSA while on your health care plan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 24, 202512 min

Ep 713Donor Advised Fund

Quint and Allie talk about how to utilize a donor advised fund as a tax strategy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 21, 202519 min

Ep 712Debts in Collections

Quint and Logan talk about what to do if you have a debt go into collections. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 19, 202510 min

Ep 711Online Investing Platforms

Quint and Logan discuss the different investing platforms and how to get started on them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 17, 202514 min

Ep 710Paying off College?

Quint and Allie discuss paying for college versus setting yourself up for the future. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 14, 202515 min

Ep 709What Asset Class to Choose in Investing

Quint and Logan talk about valuing different asset classes and adding those to your portfolio. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 12, 202514 min

Ep 708When to Hire a Tax Pro

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.

Feb 10, 202520 min

Ep 707Real Estate Investing vs High-Yield Dividend Stocks

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.

Feb 7, 202519 min

Ep 706Employer Plan Versus IRA

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.

Feb 5, 202517 min

Ep 705Is the S&P 500 Overvalued?

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.

Feb 3, 202522 min

Ep 704All About Mortgages

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.

Jan 31, 202522 min

Ep 703DIY Money Jr - Earning an Allowance

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.

Jan 29, 202520 min

Ep 702Savings Hierarchy

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.

Jan 27, 202518 min

Ep 701Am I Saving Too Much?

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.

Jan 24, 202515 min

Ep 700Retiring Early: Free Health Care v. Roth Conversion

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.

Jan 22, 202515 min

Ep 699When to take Social Security?

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.

Jan 20, 202515 min

Ep 698Back to the Basics: Wealth Creation - Part 2

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.

Jan 17, 202518 min

Ep 697Back to the Basics: Wealth Creation - Part 1

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.

Jan 15, 202521 min

Ep 696Back to the Basics: Debt Hierarchy

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.

Jan 13, 202522 min

Ep 695Back to the Basics: Fast Cash and Emergency Fund

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.

Jan 10, 202526 min

Ep 694Back to the Basics: Magic is in the Margin

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.

Jan 8, 202518 min

Ep 693Back to the Basics: Saying No

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.

Jan 6, 202523 min

Ep 692Back to the Basics: Budgeting 101

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.

Jan 3, 202516 min

Ep 691Back to the Basics: Tracking Expenses

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.

Jan 1, 202530 min

Ep 690End of Year Wrap Up

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.

Dec 30, 202419 min

Ep 689DIY Money Jr - What is Sales Tax

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.

Dec 27, 202410 min

Ep 688Real Estate in a Roth IRA

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.

Dec 25, 202419 min

Ep 687Setting up Kids for Success

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.

Dec 23, 202415 min

Ep 686Financial Must-Reads

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.

Dec 20, 202416 min

Ep 685Robo/Digital Advisors

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.

Dec 18, 202419 min

Ep 684Why Analyze Individual Stocks?

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.

Dec 16, 202416 min

Ep 683Money Tips for the Holiday Season

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.

Dec 13, 202414 min

Ep 682Taxes on Inherited Trust

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.

Dec 11, 202419 min

Ep 681DIY Money Jr - Save or Invest?

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.

Dec 9, 202413 min

Ep 680Psychology of Spending Money

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.

Dec 6, 202414 min

Ep 679Careers in Wealth Management

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.

Dec 4, 202423 min

Ep 678Paper Trading?

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.

Dec 2, 202418 min

Ep 677Tax-Advantaged Charitable Giving

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.

Nov 29, 202421 min

Ep 676DIY Money Jr - Financial Books for Starting Out

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.

Nov 27, 202414 min

Ep 675Saving Without Social Security

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.

Nov 25, 202420 min