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

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

971 episodes — Page 7 of 20

Ep 674Market Talk

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.

Nov 22, 202420 min

Ep 673Pension in Retirement

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.

Nov 20, 202418 min

Ep 672What are RSUs?

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.

Nov 18, 202420 min

Ep 671Investment Considerations for End of Year

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.

Nov 15, 202413 min

Ep 670Helping Family With Money

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.

Nov 13, 202418 min

Ep 669HSA or 401(k) or IRA - Where to Invest?

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.

Nov 11, 202418 min

Ep 6683 Financial Tips for the End of the Year

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.

Nov 8, 202418 min

Ep 667Custodial Accounts for Unborn Child

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.

Nov 6, 202418 min

Ep 666"Girl Math"

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.

Nov 4, 202420 min

Ep 665How does the Election Impact Your Finances?

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.

Nov 1, 202413 min

Ep 664Master Limited Partnerships Taxation

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.

Oct 30, 202422 min

Ep 663DIY Money Jr - Business Income

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.

Oct 28, 202415 min

Ep 662When Do You Need an Advisor?

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.

Oct 25, 202417 min

Ep 661Building an Estate Plan

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.

Oct 23, 202416 min

Ep 660DIY Money Jr - Set It and Forget It

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.

Oct 21, 202414 min

Ep 659How to Set Goals - The 5 F's

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.

Oct 18, 202422 min

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