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