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

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

905 episodes — Page 7 of 19

Ep 607Should I Have Cash in My Retirement Account?

Logan and Quint unpack how much cash should be held within retirement accounts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 19, 202422 min

Ep 606Custodial Accounts & Kiddie Tax

Quint and Allie dive into this tax question that is important to consider when saving for kids. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 17, 202423 min

Ep 605DIY Money Jr - Starting a Business and Giving Back

Quint and Allie answer one of the best junior questions we have ever gotten. They talk through building a business and giving back. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 14, 202415 min

Ep 604What is a Donor-Advised Fund?

Quint and Daniel "get into the weeds" on a donor-advised fund. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 12, 202418 min

Ep 603How Long Will I Live? What Should I Plan For?

One of the important aspects of a financial plan is how long that plan should last. Quint and Logan talk through how long to project out 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.

Jun 10, 202420 min

Ep 602DIY Money Jr - In the Bank? Or in the Markets?

Logan and Quint answer a question for where a DIY Money Jr listener should start putting money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 7, 202419 min

Ep 601Where to Contribute Extra Funds?

Daniel and Quint tackle one of the most important questions in any financial plan. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 5, 202419 min

Ep 600How Much in an Emergency Fund?

Allie and Quint talk about how much to keep in your emergency fund. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 3, 202422 min

Ep 599DIY Money Jr - Individual Stocks vs. Index Funds

Quint and Logan talk through how to get young people started with investments. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 31, 202418 min

Ep 598How Much Do Your Investments Cost?

Quint and Daniel talk about expense ratios and factoring this in when building your portfolio. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 29, 202416 min

Ep 597National Debt Crisis

Quint and Logan talk about the national debt, what it means for our country, and how the US can pull through this crisis. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 28, 202421 min

Ep 596Traditional or Roth 401(k)

Quint and Logan explain how to decide between a Traditional or Roth 401(k). Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 24, 202422 min

Ep 595Big Raise? Now What?

Quint and Allie talk about what to do when you get a big raise. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 22, 202416 min

Ep 594Disability Insurance

Quint and Daniel talk about how disability insurance factors 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.

May 20, 202415 min

Ep 593Simplifying Your Portfolio

Daniel and Allie talk about taking a portfolio from individual stocks to ETFs and mutual funds. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 17, 202414 min

Ep 592Leveraged ETFs & Volatility

Daniel and Logan talk about volatility in your investments and if a leveraged ETF is 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.

May 15, 202414 min

Ep 591DIY Money Jr - Custodial Roth IRA

Quint and Allie talk about opening a Roth IRA for kids and how beneficial they can be. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 13, 202416 min

Ep 590Should I Invest in I Bonds?

Quint and Logan discuss investing in I bonds and why to own bonds at all. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 10, 202418 min

Ep 589Margin Loans

Quint and Daniel talk about taking out margin specifically on stock plans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 8, 202417 min

Ep 588Appropriate Percentages for Budgeting

Quint and Allie talk about how much to allocate to each category of your budget. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 6, 202420 min

Ep 587Putting Your Home in a Trust

Quint and Logan talk about estate planning and utilizing a trust account properly. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 3, 202422 min

Ep 586Debt Sent to Collections

Quint and Allie talk through negotiating and paying off debt that has been sent to collections. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 1, 202420 min

Ep 585Ethical Investing

Logan and Quint talk about ESG and ethical investing. Also, Quint talks more about his early days of starting the Joule business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 29, 202418 min

Ep 584DIY Interview - Drew Sutton - Teaching Kids About Investing

Quint interviews Drew Sutton who has invented a really cool way to teach your kids about investing early in life. Check out this tool at theblackinvestingbox.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 26, 202440 min

Ep 583Student Loans

Quint and Allie talk about student loans and the new SAVE repayment plan. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 24, 202419 min

Ep 582Bitcoin ETFs

Quint and Logan talk about Bitcoin and purchasing it through an exchange-traded fund. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 22, 202422 min

Ep 581DIY Money JR - When to Invest

Allie and Logan answer this junior question about when to get started investing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 19, 202417 min

Ep 580Money Hack: The HSA

Daniel and Allie dive deep into how a health savings account works and why it is one of the best money hacks out there. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 17, 202414 min

Ep 579Life Insurance for Kids

Should you have life insurance for your kids? If so what kind? Daniel and Logan discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 15, 202420 min

Ep 578How to Invest for Short Term Goals

Logan and Allie talk about investing large sums of money for short term goals. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 12, 202414 min

Ep 577When to Take Social Security

Quint and Logan break down the math of taking social security early versus waiting till later in retirement. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 10, 202418 min

Ep 576Credit Card "Hack" - Adding Kids to Parent's Credit Card

Allie and Daniel talk about this credit card "hack" for helping your kids build credit. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 8, 202414 min

Ep 575Buy When the Market is Down

Quint and Allie answer a question about buying stocks on days the market is down. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 5, 202417 min

Ep 574Fees on Your Investments

Quint and Daniel talk about one of the most important things to watch out for when investing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 3, 202414 min

Ep 573Retirement Strategies with Large Age Gap

What can an age difference mean for your financial planning? Allie and Daniel weigh in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apr 1, 202417 min

Ep 572Budgeting with Multiple Accounts

Quint and Logan explain tracking your budget with multiple accounts like savings, checking, and credit cards. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 29, 202417 min

Ep 571Changing Investment Strategy

Quint and Daniel talk through changing investment strategies from individual stocks to index funds and ETFs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 27, 202415 min

Ep 570Bringing on a Tax Advisor?

Logan and Allie talk through how to build a team of advisors around you and when you need to do so. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 25, 202418 min

Ep 569How to Evaluate Individual Stocks

Quint and Logan discuss how to evaluate individual stocks and their earnings reports. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 22, 202424 min

Ep 568When Do You Need a Trust?

Daniel and Quint talk about estate planning and when it is important to get a trust in place. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 20, 202418 min

Ep 567Filing Jointly Versus Separately

Quint and Allie talk through filing taxes jointly versus separately and why you would do either. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 18, 202414 min

Ep 566DIY Money Jr - Should I Own Gold?

Quint and Daniel answer this great question from a young listener about owning/buying gold. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 15, 202417 min

Ep 565Pulling Funds from Your 401K

Logan and Allie dive into the tax consequence of pulling money out of your 401K. They also touch on strategies for tax management when living outside of the US. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 13, 202417 min

Ep 564How to Network - Question from Will Levis, NFL Quarterback of the Tennessee Titans

Quint and Logan answer a great question about networking from NFL quarterback of the Tennessee Titans, Will Levis. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 11, 202417 min

Ep 563Using Credit Cards - Sponsored by Wallet Hub

Quint and Daniel talk through how they use credit cards, the pitfalls of credit, and what to look for when searching for 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.

Mar 8, 202416 min

Ep 562Accounts for Kids: UTMA v. UGMA

Quint and Logan talk about various investment accounts for kids, what the different acronyms mean, and the best one to save for your child. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 6, 202423 min

Ep 561How to Charitably Give Stock

Quint and Logan talk through tax advantages and strategies for giving stock to charity. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 4, 202422 min

Ep 560Where to Hold Your Emergency Fund

Daniel and Allie talk through where to hold your emergency fund. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mar 1, 202417 min

Ep 559Basics of a Roth IRA

Logan and Allie talk through the basics of opening, saving, and investing in 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.

Feb 28, 202413 min

Ep 558How to Invest in Different Accounts

Daniel and Logan talk about the differences between ETFs, Mutual Funds, and how to invest in different accounts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 26, 202416 min