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

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

971 episodes — Page 9 of 20

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

Ep 557How to Track Expenses

Logan and Allie talk about apps and resources to help you track your expenses. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 23, 202415 min

Ep 556HSA v. Paying off Mortgage

Quint and Logan talk about funding an HSA versus funding other goals like paying off your house. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 21, 202418 min

Ep 555Backdoor Roth IRA

Allie and Daniel talk through a backdoor Roth IRA contribution, when you should use this strategy, and how to do it. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 19, 202420 min

Ep 554DIY Money Jr - How to Make Money as a Kid

Quint and Logan answer this question and tell stories about how to make money when you are young. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 16, 202415 min

Ep 553Keep Funds in a Business or Take Money Out?

Quint and Allie talk about reinvesting funds into your business or taking that money out for your benefit. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 14, 202421 min

Ep 552Balancing Joy and Savings

Daniel and Quint talk through the balancing act of spending now versus saving for later. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 12, 202415 min

Ep 551DIY Money Jr - Investing in a Roth IRA without Earned Income

Allie and Quint talk about contributions to a Roth IRA when you are young and just starting to make money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 9, 202417 min

Ep 550Relationships and Budgeting

Daniel and Logan talk about how to navigate spending and budgeting in a relationship. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 7, 202419 min

Ep 549Saving for Retirement & Taxes when Self-Employed

Quint and Allie talk through the best ways to save on taxes and for retirement when you are self-employed or have a small business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 5, 202420 min

Ep 548Finance Must-Knows

Quint and Logan talk about the most important things to teach young people about personal finance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feb 2, 202416 min

Ep 547How to Value Real Estate

We talk about how to value stocks often, but in this episode Daniel and Quint break down how to value Real Estate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 31, 202418 min

Ep 546What to Do With an Inheritance

Logan and Daniel talk through where money should go if you receive an inheritance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 29, 202414 min

Ep 545DIY Money Jr - How do Banks Make Money?

Logan and Allie tackle a great questioner from a young listener about how banks work. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 26, 202415 min

Ep 544Hiring a Financial Advisor

Quint and Logan talk about hiring a financial advisor and what that process actually looks like. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 24, 202421 min

Ep 543How to Treat Debt Forgiveness

Daniel and Quint talk about loans that could potentially be forgiven and how that changes 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.

Jan 22, 202416 min

Ep 542Changing Beneficiaries for 529s

Quint and Logan dive into 529 plans and different strategies for these accounts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 19, 202416 min

Ep 541Business Bank Account

Logan and Allie talk through opening a business bank account and what you should look out for. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 17, 202414 min

Ep 540Budgeting for Flexible Income

Quint and Daniel talk through budgeting when you do not have a steady income. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 15, 202416 min

Ep 539Back to the Basics: Wealth Creation

Daniel and Logan break down the final step in the DIY Money process of how 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 12, 202423 min

Ep 538Back to the Basics: Debt Hierarchy

Allie and Logan explain the next step in the DIY process of how to pay off debt. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 10, 202423 min

Ep 537Back to the Basics: Magic is in the Margin

Quint and Logan talk about margin, what it is, and how to get more of it. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 8, 202413 min

Ep 536Back to the Basics: Fast Cash & Managing Emergency Fund

Quint and Daniel talk about the next steps in the DIY process. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 5, 202415 min

Ep 535Back to the Basics: Budgeting 101

Allie and Quint bring it back to the foundation of DIY Money. How to start 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, 202424 min

Ep 534DIY Money Jr. - Taxable Investment Accounts v. Retirement Accounts

Allie and Quint discuss goals and making sure you are putting money in the correct accounts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jan 1, 202419 min

Ep 533Managing Short-Term and Long-Term Goals

Allie and Quint talk about balancing short-term and long-term goals. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 29, 202316 min

Ep 532How Best to Buy a Car?

Buying a car can be a necessary evil sometimes, Quint and Logan break down the best ways to purchase one. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 27, 202315 min

Ep 531Evaluating Alternative Investments

Quint and Logan talk about how to evaluate alternative investments and when they might make sense in a portfolio. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 25, 202319 min

Ep 530Rebalancing Accounts Over Your Lifetime

Quint and Logan talk how to rebalance your retirement accounts over the course of your lifetime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 22, 202314 min

Ep 529Taking Out Debt to Fund Retirement?

Quint and Allie discuss if you should take out personal loans to further fund retirement accounts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 20, 202316 min

Ep 528Should I Have Multiple 401Ks?

Daniel and Quint talk about having multiple jobs in a short time period and if you should take advantage of the 401K at each. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 18, 202315 min

Ep 527Contribute to Roth or Traditional 401K?

Allie and Daniel break down the age old question of Roth versus Traditional contributions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 15, 202316 min

Ep 526Marrying Into Debt

Logan and Quint talk through tackling debt when you are recently married. How should each side of the marriage approach debt payoff? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 13, 202314 min

Ep 525Living on One Income

Quint and Allie talk about maximizing savings, budgeting, and planning for one spouse to stop working. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 11, 202318 min

Ep 524Combining Your Finances

Quint and Logan answer this question about combining finances for newlyweds. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dec 8, 202322 min