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