
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.