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

Back to the Classroom: What is W-4 Withholding?

Fri, 17 Apr 2026 08:00:00 +0000

Quint and Allie talk through the federal form for tax withholding. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

DIY Money Jr - Where Did Money Come From?

Wed, 15 Apr 2026 08:00:00 +0000

Quint and Allie talk through a junior question about where money came from and how it all started. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Calculating Net Worth

Mon, 13 Apr 2026 08:00:00 +0000

Allie and Quint talk through building a personal net worth statement and what should be included. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Meltdown

Fri, 10 Apr 2026 08:00:00 +0000

Quint and Allie talk through the recent market challenges and how to navigate difficult market times. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Debt Consolidation

Wed, 8 Apr 2026 08:00:00 +0000

Quint and Allie talk through debt consolidation and how to dig out of a difficult debt situation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Should I Move Jobs?

Mon, 6 Apr 2026 08:00:00 +0000

Quint and Allie weigh the risk and rewards of moving jobs and how to factor in ancillary benefits. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Basics: When Should I Sell?

Fri, 3 Apr 2026 08:00:00 +0000

Quint and Logan talk through the best times to be a seller in the market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

PPO or HSA

Wed, 1 Apr 2026 08:00:00 +0000

Quint and Logan talk through different types of healthcare plans. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Do I need International Funds?

Mon, 30 Mar 2026 08:00:00 +0000

Quint and Allie talk through diversifcation and what areas make sense to add to your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Classroom: What are Asset Classes

Fri, 27 Mar 2026 08:00:00 +0000

Quint and Allie talk about weddings and all things asset classes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

DIY Money Jr - How do Credit Cards Work?

Wed, 25 Mar 2026 08:00:00 +0000

Quint and Logan talk through how credit cards work and why to use them or avoid them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Should I Go to College?

Mon, 23 Mar 2026 08:00:00 +0000

Quint and Allie talk through the trade offs of going to college. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Basics: Cost of Living Adjustment

Fri, 20 Mar 2026 08:00:00 +0000

Quint and Allie talk about cost of living adjustments and how to factor them into your plan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

DIY Money Jr - What are Trump Accounts

Wed, 18 Mar 2026 08:00:00 +0000

Quint and Allie talk through Trump accounts. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What is Umbrella Insurance?

Mon, 16 Mar 2026 08:00:00 +0000

Quint and Logan talk about the purpose of umbrella insurance and when you might need it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Classroom: How to Handle Volatility

Fri, 13 Mar 2026 08:00:00 +0000

Quint and Logan talked through the challenges in the market and how to handle those in your financial plan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

With Who Should I Invest?

Wed, 11 Mar 2026 08:00:00 +0000

Quint and Allie talk through the best way to get started investing and who you should use to do so. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

DIY Money Jr- Where to Put Savings

Mon, 9 Mar 2026 08:00:00 +0000

Quint and Logan talk through the best places to save money. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Save on Taxes

Fri, 6 Mar 2026 09:00:00 +0000

Quint and Allie talk about last minute ways to save on your taxes and good long term strategies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Protecting Your Finances

Wed, 4 Mar 2026 09:00:00 +0000

Quint and Logan talk through tips to avoid scams and how to freeze credit. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

S&P500 or Total Market

Mon, 2 Mar 2026 09:00:00 +0000

Quint and Logan talk about the differences between D&P500 funds and total market funds. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Classroom: When Markets Take Time to Recover

Thu, 26 Feb 2026 09:00:00 +0000

Markets have times where they stay in the same area for a long time. Quint and Logan talk about how to navigate that environment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Be a Good Client for a Financial Advisor

Wed, 25 Feb 2026 09:00:00 +0000

Logan and Allie talk about how to have the best possible relationship with your financial advisor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

DIY Money Jr - Best Investment Platform

Mon, 23 Feb 2026 09:00:00 +0000

Allie and Logan talk about the best platforms for kids to get started investing. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Basics: Save First

Fri, 20 Feb 2026 09:00:00 +0000

Allie and Logan talk about how to save before you spend and not the other way around. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What Counts as an Emergency?

Wed, 18 Feb 2026 09:00:00 +0000

Quint and Logan talk about the current volatility in the markets and how to evolve your emergency fund over time. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rebalancing Retirement Accounts

Mon, 16 Feb 2026 09:00:00 +0000

Quint and Allie talk about rebalancing your retirement accounts: how often, tax consequences, and why it is helpful. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Basics: Checks and Balances

Fri, 13 Feb 2026 09:00:00 +0000

Quint and Allie talk about how to do periodic checks to ensure your money is working for you. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Discretionary Match for Retirement

Wed, 11 Feb 2026 09:00:00 +0000

Quint and Logan talk through making retirement savings decisions if your company has a discretionary match. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Best Car Insurance?

Mon, 9 Feb 2026 09:00:00 +0000

Quint and Logan talk about the different kinds of car insurance and what to consider for what type to have on your vehicle. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Classroom: Good Debt, Bad Debt

Fri, 6 Feb 2026 09:00:00 +0000

Quint and Logan talk about “good” debt versus “bad” debt. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

DIY Money Jr - Savings or Investing

Wed, 4 Feb 2026 09:00:00 +0000

Quint and Allie talk about how to be a saver versus an investor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Reading a Brokerage Statement

Mon, 2 Feb 2026 09:00:00 +0000

Quint and Logan talk about understanding the different items on your brokerage statement. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Classroom: Dealing with Headlines

Fri, 30 Jan 2026 09:00:00 +0000

Quint and Allie take it back to the classroom and talk through how to handle the ups and downs of markets with lots of headlines. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Planning for Low Income Years

Wed, 28 Jan 2026 09:00:00 +0000

Quint and Allie talk about a day in New York City and how to take advantage of low income years. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

DIY Money Jr: Stocks v. Mutual Funds

Mon, 26 Jan 2026 09:00:00 +0000

Quint and Logan discuss the best ways to invest early on. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

DIY Interview - Meghann Featherstun

Fri, 23 Jan 2026 09:00:00 +0000

Featherstone Nutrition Website

Featherstonenutrition on Instagram

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Basics: Wealth Creation Part 2

Wed, 21 Jan 2026 09:00:00 +0000

Quint and Allie talk about practical ways to invest the rest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Basics: Wealth Creation Part 1

Mon, 19 Jan 2026 09:00:00 +0000

Quint and Logan talk through building wealth once you have gone through the other DIY Money steps. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Basics: Saying No

Fri, 16 Jan 2026 09:00:00 +0000

Quint and Allie talk about one of the best ways to avoid financial pitfalls: saying no! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Basics: Debt Hierarchy

Wed, 14 Jan 2026 09:00:00 +0000

Quint and Logan talk about how best to apply margin to your debts and get that debt gone as soon as possible. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Basics: Fast Cash and Emergency Fund

Mon, 12 Jan 2026 09:00:00 +0000

Quint and Logan talk about the importance of setting up accounts to protect your financial plan against emergencies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Basics: Magic is in the Margin

Fri, 9 Jan 2026 09:00:00 +0000

Quint and Allie talk through the value of margin and how to increase it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Basics: Budgeting 201

Wed, 7 Jan 2026 09:00:00 +0000

Logan and Allie going into the more intricate parts of your budget like setting up accruals and adjusting over time. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Basics: Budgeting 101

Mon, 5 Jan 2026 09:00:00 +0000

Logan and Allie talk through the basics of starting your budget. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Basics: Built Different

Fri, 2 Jan 2026 09:00:00 +0000

Quint and Allie kick off the new year with back to the basics laying out the fundamentals of the DIY Money process. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Roth 101

Wed, 31 Dec 2025 09:00:00 +0000

To close out the year, Quint and Logan go back to the classroom and breakdown all things Roth. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investing in Your HSA

Mon, 29 Dec 2025 09:00:00 +0000

Quint and Allie talk about what an HSA is and how best to invest it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

DIY Money Jr - Where to Invest

Fri, 26 Dec 2025 09:00:00 +0000

Quint and Logan talk through this junior question about where to invest and what options to consider. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Last Minute Gift Ideas

Wed, 24 Dec 2025 09:00:00 +0000

Quint and Allie talk about TRADITIONS and great last minute gift ideas. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Do I need a Roth?

Mon, 22 Dec 2025 09:00:00 +0000

Logan and Quint dive into a whether or not a Roth IRA is a good option for your financial plan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Five F's - Goal Setting

Fri, 19 Dec 2025 09:00:00 +0000

Quint and Allie talk about setting goals for 2026. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What is Market Cap?

Wed, 17 Dec 2025 09:00:00 +0000

Logan and Quint explain a term that is thrown around all the time. They explain what market cap is and why it matters for your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

HYSA v. Money Market

Mon, 15 Dec 2025 09:00:00 +0000

Quint and Allie talk through the difference between a money market account and high yield savings account. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rule of 4% - Am I on Track for Retirement?

Fri, 12 Dec 2025 09:00:00 +0000

Quint and Allie talk through calculating the rule of 4% and if it is a good barometer for retirement. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stock Price Targets

Wed, 10 Dec 2025 09:00:00 +0000

Quint and Logan talk about analyst price targets and how they can be used in your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Responding to Volatility in Markets

Mon, 8 Dec 2025 09:00:00 +0000

Quint and Logan have a conversation about the recent ups and downs of the market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Roth v. Taxable Account

Fri, 5 Dec 2025 09:00:00 +0000

Quint and Allie talk through saving in a brokerage account or a Roth account. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Teaching your Kids about Finances

Wed, 3 Dec 2025 09:00:00 +0000

Quint and Logan talk about lessons and strategies to teach your kids about finances. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

When to Refinance?

Mon, 1 Dec 2025 09:00:00 +0000

Quint and Logan talk about when to consider refinancing your mortgage. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Allocation in 529 Plan

Fri, 28 Nov 2025 09:00:00 +0000

Logan and Allie talk about ways to allocate 529 accounts and how to adjust allocation over time. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Invest Large Chunks of Money?

Wed, 26 Nov 2025 09:00:00 +0000

Whether from an inheritance, a property sale, or large bonus investing a large chunk of money can be intimidating. Allie and Logan break down how they would approach it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Traditional or Roth

Mon, 24 Nov 2025 09:00:00 +0000

Logan and Allie discuss if after-tax or pre-tax is better for savings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Having a Child Financial Checklist

Fri, 21 Nov 2025 09:00:00 +0000

Logan and Allie talk about financial items to think about before and after having a baby. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Capital Gains Harvesting

Wed, 19 Nov 2025 09:00:00 +0000

Logan and Allie talk about strategic ways to take capital gains. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Self-Pay Health Insurance

Mon, 17 Nov 2025 09:00:00 +0000

Allie and Logan talk about where to look and the process for getting health insurance outside of an employer Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Series I Bonds

Fri, 14 Nov 2025 09:00:00 +0000

Quint and Logan discuss if I Bonds are still a good investment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

No More Tax-Free Loans!

Wed, 12 Nov 2025 09:00:00 +0000

Quint and Allie talk about how to avoid giving the government a tax-free loan (aka getting a tax refund). Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money in Singleness: Allie

Mon, 10 Nov 2025 09:00:00 +0000

Quint interviews Allie to talk about how she manages money. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money in Marriage: John and Carol

Fri, 7 Nov 2025 09:00:00 +0000

Quint interviews a couple with 64 years of marriage experience to discuss how they manage money together. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money in Marriage: Brandie and Quint

Wed, 5 Nov 2025 09:00:00 +0000

Part two of money in marriage, Logan interviews Quint and Brandie to discuss how managing together has evolved over the years. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money In Marriage: Hannah and Logan

Mon, 3 Nov 2025 09:00:00 +0000

In this series we interview 3 couples at different stages in marriage. First up, Quint interviews Logan and Hannah to see how they manage money as a team. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

HSA Usage

Fri, 31 Oct 2025 08:00:00 +0000

Quint and Allie talk about HSAs and almond joys. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What is Monetary Stewardship?

Wed, 29 Oct 2025 08:00:00 +0000

Allie and Quint take a deep dive into the topic of stewardship. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Budgeting Rental Income

Mon, 27 Oct 2025 08:00:00 +0000

Quint and Logan discuss how to factor rental income into your budget. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Retirement Without an Employer Plan

Fri, 24 Oct 2025 08:00:00 +0000

Allie and Logan talk about saving for retirement when you do not have access to an employer plan (like a 401(k)). Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Start NOW!

Wed, 22 Oct 2025 08:00:00 +0000

Allie and Logan share a listener’s story about changing their financial trajectory. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Increasing your Credit Score

Mon, 20 Oct 2025 08:00:00 +0000

Allie and Logan talk about the components of a credit score and how to increase yours. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Budget for a Bonus?

Fri, 17 Oct 2025 08:00:00 +0000

Quint and Logan talk through how to factor a bonus into your budget. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

How are Financial Advisors Compensated?

Wed, 15 Oct 2025 08:00:00 +0000

Quint and Logan talk about upcoming transitions and how financial advisors are paid. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Budgeting With a Stay at Home Parent

Mon, 13 Oct 2025 08:00:00 +0000

Quint and Allie talk about budgeting when you transition to stay at home parenting. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Narrow Down Investing Options

Fri, 10 Oct 2025 08:00:00 +0000

Quint and Allie talk about narrowing down your investment options. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Roth 401(k) v. Roth IRA

Wed, 8 Oct 2025 08:00:00 +0000

Logan and Allie talk about different savings buckets and the best to start saving your money right now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Keep It Simple!

Mon, 6 Oct 2025 08:00:00 +0000

Quint and Logan talk about evaluating various different financial decisions like employer benefits. We dive into the approach we like best. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Should I pay down my Mortgage with Margin?

Fri, 3 Oct 2025 08:00:00 +0000

Put money towards the mortgage or a brokerage account? Allie and Quint break it down. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What to Do With Your 401k After Changing Jobs?

Wed, 1 Oct 2025 08:00:00 +0000

Quint and Allie talk about the ins and outs of rolling out a 401(k). Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Budgeting for Period of Reduced Income

Mon, 29 Sep 2025 08:00:00 +0000

Challenging times will come, Allie and Quint talk about navigating them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Market Ride

Fri, 26 Sep 2025 08:00:00 +0000

Quint and Logan talk about market cycles and what they have learned from them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What is Roth Conversion?

Wed, 24 Sep 2025 08:00:00 +0000

Quint and Logan talk about Roth Conversion and how it may work in your financial plan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Taking Advantage of Capital Gains Brackets

Mon, 22 Sep 2025 08:00:00 +0000

Quint and Logan talk about how to strategically take advantage of your capital gains bracket in years with lower income. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What Rates are Controlled by the Fed?

Fri, 19 Sep 2025 08:00:00 +0000

Quint and Allie break down how the FED changing interest rates influences the rest of the bond market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Christmas in... September?

Wed, 17 Sep 2025 08:00:00 +0000

Quint and Allie talk about preparing for the end of the year on this 800th episode of DIY Money. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

How Much to Put Into an HSA

Mon, 15 Sep 2025 08:00:00 +0000

Quint and Allie talk about funding an HSA. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Playing the Interest Game

Fri, 12 Sep 2025 08:00:00 +0000

Quint and Allie talk about the “interest rate game” or putting money in the market to get a higher return than your debt. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Am I on Track?

Wed, 10 Sep 2025 08:00:00 +0000

One of the most important questions we hear: Am I on track and should I talk with someone. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Traditional 401(k) or Roth 401(k)

Mon, 8 Sep 2025 08:00:00 +0000

Allie and Quint talk about where to put retirement savings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Teaching Kids Finance

Fri, 5 Sep 2025 08:00:00 +0000

Quint and Logan talk about teaching kids how to save and invest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Starting a New Budget as Life Changes

Wed, 3 Sep 2025 08:00:00 +0000

Quint and Logan talk through building a new budget as life circumstances change. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Keeping Up With the Savings Joneses

Mon, 1 Sep 2025 08:00:00 +0000

How much saving is too much saving? Quint and Allie talk through how to balance saving versus living in the moment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Funding a Side Hustle

Fri, 29 Aug 2025 08:00:00 +0000

Quint and Logan talk about how to get a business off the ground and how to finance it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

All Things Crypto

Wed, 27 Aug 2025 08:00:00 +0000

Quint and Allie talk through cryptocurrencies and how it could play into your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What is a Car Broker?

Mon, 25 Aug 2025 08:00:00 +0000

Logan and Allie talk through buying a used vehicle and what to be aware of during the process. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Options & Futures

Fri, 22 Aug 2025 08:00:00 +0000

Quint and Logan talk about options and futures trading and if it makes sense in your financial plan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

5 Years or more... Now what?

Wed, 20 Aug 2025 08:00:00 +0000

We talk all the time about “5 years or less don’t invest” but what do you do when it is more than 5 years? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Savings for Annual Expenses v. Paying Down Debt

Mon, 18 Aug 2025 08:00:00 +0000

Allie and Logan talk about accruing for annual expenses and if it’s better to pay down debt than set aside funds for those expenses. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Medicare or HSA Plan

Fri, 15 Aug 2025 08:00:00 +0000

Quint and Logan talk about different healthcare plans including Medicare and HSAs. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What is FINTECH?

Wed, 13 Aug 2025 08:00:00 +0000

Allie and Quint answer a question about moving money to a Fintech firm. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dollar Cost Averaging When Taking Distributions

Mon, 11 Aug 2025 08:00:00 +0000

Quint and Logan talk through the other side of investing: withdrawling money and the best ways to do it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Going off to College

Fri, 8 Aug 2025 08:00:00 +0000

Allie and Quint discuss some of the things they encourage your people and parents to think about when they go to college. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Using the Emergency Fund

Wed, 6 Aug 2025 18:50:49 +0000

Sometimes it happens! Quint and Allie talk about when you have to tap your emergency fund. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

DIY Money Jr - Why do Markets Return More than the Bank?

Mon, 4 Aug 2025 08:00:00 +0000

Quint and Allie talk through why it is beneficial to invest rather than keep money in the bank. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Short Positions and Lending Stock

Fri, 1 Aug 2025 19:08:56 +0000

Quint and Logan talk about lending your stocks and how shorting stock works. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

How Many Accounts are Too Many?

Wed, 30 Jul 2025 08:00:00 +0000

Quint and Allie talk through different types of accounts and when you may have too many. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Update

Mon, 28 Jul 2025 08:00:00 +0000

Quint and Logan talk about the current market conditions and what they see on the horizon as well as current actions they are taking. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Buying Early Retirement

Fri, 25 Jul 2025 08:00:00 +0000

Logan and Allie talk about buying early retirement years and how exactly to make that happen. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Playing the Interest Game

Wed, 23 Jul 2025 17:46:03 +0000

Quint and Allie talk about navigating the current debt and interest rate market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What are "Earnings"?

Wed, 23 Jul 2025 17:41:25 +0000

Quint and Logan talk about analyzing companies through their earnings numbers and multiples. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Beautiful Series: No Tax on Social Security?

Fri, 18 Jul 2025 08:00:00 +0000

Logan and Allie breakdown the Big Beautiful Bill’s adjustments to taxes for seniors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Beautiful Series: Tips and Overtime

Wed, 16 Jul 2025 08:00:00 +0000

Logan and Allie break down the new tax rules on tips and overtime. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Beautiful Series: Market Impact

Mon, 14 Jul 2025 08:00:00 +0000

Quint and Logan talk through the market impact of the “Big Beautiful Bill” passing. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Retirement Accounts in Trusts

Fri, 11 Jul 2025 08:00:00 +0000

Allie and Logan talk about some of the tax consequences of trust accounts and whether it is helpful to put your IRA in a trust after you pass. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Debts at Passing

Wed, 9 Jul 2025 08:00:00 +0000

Quint and Allie talk about what happens to debts after someone passes away. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Index Fund Construction

Mon, 7 Jul 2025 08:00:00 +0000

Quint and Logan talk about the difference in small cap index funds and large cap index funds and the place both could have in your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

DIY Money Jr - Impulse Buying

Fri, 4 Jul 2025 08:00:00 +0000

Logan and Allie talk about ways to avoid impulse buying. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Saving By Giving: Donor Advised Fund

Wed, 2 Jul 2025 12:10:27 +0000

Logan and Allie talk through giving strategies and whether or not they can help you with monthly cash flow. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Solo 401k v. Roth IRA

Mon, 30 Jun 2025 08:00:00 +0000

Logan and Allie talk about good saving principles to follow especially when you have a small business. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

All Things Investing - Stock Picking

Fri, 27 Jun 2025 08:00:00 +0000

Logan and Quint talk all things individual stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

All Things Investing - Getting Started

Wed, 25 Jun 2025 08:00:00 +0000

Quint and Logan talk about the basics of laying your investing foundation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

All About Investments - Taxes and Accounts

Mon, 23 Jun 2025 08:00:00 +0000

Quint and Allie kick off a three part series on investing. They discuss different investment accounts and the taxes of each. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Buying Fractional Shares

Fri, 20 Jun 2025 09:20:26 +0000

Allie and Logan break down buying fractional shares and the benefits of doing so. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

DIY Money Jr - How to Get Started in Investing

Wed, 18 Jun 2025 08:00:00 +0000

Logan and Allie answer a junior question about getting started with investing and how much to invest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Save Before You are Eligible for Workplace Plans

Mon, 16 Jun 2025 10:47:20 +0000

Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Using a 529

Fri, 13 Jun 2025 08:00:00 +0000

Allie and Quint talk about utilizing a 529 account. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Choosing an Advisor

Wed, 11 Jun 2025 08:00:00 +0000

Quint and Allie talk about what to look for if you want a financial advisor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

ETF v. Mutual Funds

Mon, 9 Jun 2025 08:00:00 +0000

Quint and Logan talk about the differences in mutual funds and ETFs and what to use in your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

When to Use the Fast Cash?

Fri, 6 Jun 2025 08:00:00 +0000

Quint and Allie take a question about when to use fast cash. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What Does the Average Investor Need to Know About Stocks?

Wed, 4 Jun 2025 08:00:00 +0000

Quint and Logan talk about evaluating individual stocks and whether or not to trust analyst reports. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

How Much Cash is Too Much Cash?

Mon, 2 Jun 2025 08:00:00 +0000

Quint and Allie talk about having cash on the sidelines and how much is appropriate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cash on Hand? Easy to Save or Easy to Spend

Fri, 30 May 2025 10:04:40 +0000

Quint and Logan talk about if having cash on hand is good or bad for your budget. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Zero Cost Funds

Wed, 28 May 2025 08:00:00 +0000

Quint and Logan talk about zero cost mutual funds. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Take More Risk in a Roth?

Tue, 27 May 2025 08:00:00 +0000

Quint and Logan talk about investing in Roth IRAs and how it compares to the rest of your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

DIY Money Jr - How to Make Money in Your Neighborhood

Fri, 23 May 2025 08:00:00 +0000

Quint and Allie talk about how to make money in your neighborhood. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why Do Markets "Close"?

Wed, 21 May 2025 09:44:38 +0000

Quint and Logan talk about the history of the stock market and how it operates today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

How Much in Your Emergency Fund?

Mon, 19 May 2025 10:13:28 +0000

Quint and Allie talk about emergency funds and how much should be set aside for the inevitable emergency. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dollar Cost Averaging Large Sums

Fri, 16 May 2025 08:00:00 +0000

Quint and Logan talk about Dollar Cost Averaging (DCA). Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Balancing Goals

Wed, 14 May 2025 08:00:00 +0000

Allie and Quint discuss one of the hardest parts of personal finance: balancing goals. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Navigating Finances with a Spouse

Mon, 12 May 2025 08:00:00 +0000

Quint and Logan talk about learnings your spouse's money DNA. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Pay for College

Fri, 9 May 2025 08:43:20 +0000

Logan and Allie talk about how to graduate college with little to no debt. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Buying a Car: New v. Used

Wed, 7 May 2025 10:38:32 +0000

Quint and Logan talk about buying a car. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Emergency Fund v. Debt

Mon, 5 May 2025 08:44:32 +0000

Quint and Allie talk through whether to tap your emergency fund to pay off outstanding debt. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money Map: No Shortcuts

Fri, 2 May 2025 09:45:42 +0000

Quint and Allie wrap up our series with how to avoid the temptation of taking shortcuts. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money Map: Investing The Right Way

Wed, 30 Apr 2025 08:00:00 +0000

Quint and Logan break down how to start investing in the right way. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money Map: Traveling Companions

Mon, 28 Apr 2025 08:00:20 +0000

Quint and Logan talk about mentors and building a team around yourself. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money Map: Know the Destination

Fri, 25 Apr 2025 08:00:00 +0000

Quint and Allie talk about setting goals and understanding the destination of your financial plan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money Map: Yes, Even You.

Wed, 23 Apr 2025 08:00:00 +0000

Allie and Logan break down how anyone can become a millionaire. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money Pit: Kicking the Can Down the Road

Mon, 21 Apr 2025 08:00:00 +0000

Allie and Logan talk about waiting to “save later” or “payoff debt later” and instead how to starting doing something now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money Pit: Keeping up with the Joneses

Fri, 18 Apr 2025 09:25:03 +0000

One of the most common money pits we see, Quint and Logan talk about avoiding keeping up with the Joneses. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money Pit: Inevitable 2x4

Wed, 16 Apr 2025 08:00:00 +0000

Emergencies and setbacks happen. Quint and Logan talk about how to be prepared for them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money Pit: Paycheck to Paycheck

Mon, 14 Apr 2025 08:00:00 +0000

Quint and Logan talk about how to avoid living paycheck to paycheck and how to create margin. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Money Pit: Lifestyle Creep

Fri, 11 Apr 2025 15:53:52 +0000

Quint and Allie kick off a new miniseries on some of the common financial mistakes we see people make. They break down one of the biggest: lifestyle creep and how to avoid it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

"When to Sell a Stock "Winner"

Wed, 9 Apr 2025 08:00:00 +0000

Quint and Logan talk about trimming or selling stock winners that have done well. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Moving States in a Tax Year

Mon, 7 Apr 2025 08:00:00 +0000

Quint and Allie talk about taxes in a year you move states. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investing from Outside of the US

Fri, 4 Apr 2025 08:00:00 +0000

Quint and Logan talk about investing when you are outside of the US. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Budget Accruals

Wed, 2 Apr 2025 08:00:00 +0000

Quint and Allie talk about accruing for larger expenses and how to be a DIY Budgeteer! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Buying Years of Service

Mon, 31 Mar 2025 08:00:00 +0000

Quint and Logan talk about buying years of service for retirement. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Simple IRA v. Roth IRA v. 403(b)

Fri, 28 Mar 2025 08:00:00 +0000

Quint and Allie talk about the best type of retirement plan to utilize. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Real Estate and Interest Rates

Wed, 26 Mar 2025 08:00:00 +0000

Quint and Logan talk about buying real estate and what that can mean for your financial picture. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Married Filing Separately and Roth IRAs

Mon, 24 Mar 2025 10:19:18 +0000

Allie and Quint break down married filing separately on your taxes and when it can be a good idea. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

All About Tariffs

Fri, 21 Mar 2025 08:00:00 +0000

Quint and Logan talk about how tariffs influence prices and markets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What are 457(b)s?

Wed, 19 Mar 2025 08:00:00 +0000

Allie and Quint talk about where a 457(b) or any retirement plan should fall in your financial planning hierarchy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

When to Rebalance?

Mon, 17 Mar 2025 08:00:00 +0000

Quint and Logan talk about rebalancing your portfolio and when to make changes to your kids’ accounts. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Pay Yourself First

Fri, 14 Mar 2025 08:00:00 +0000

Allie and Quint talk about paying yourself first and what it means to save before you spend. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

All About REITs

Wed, 12 Mar 2025 08:00:00 +0000

Logan and Allie break down Real Estate Investment Trusts (REITs). Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shopping Credit Cards

Mon, 10 Mar 2025 08:00:00 +0000

Logan and Allie talk about shopping for credit card deals and whether you should even have a credit card. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Good Debt v. Bad Debt

Fri, 7 Mar 2025 09:00:00 +0000

Allie and Quint talk about what is good debt and what is bad debt. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

"The Family Business"

Wed, 5 Mar 2025 09:00:00 +0000

Quint and Logan talk about operating your family finances like a business and the importance of being on the same page with your spouse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

STOP IT!!

Mon, 3 Mar 2025 09:00:00 +0000

Quint and Logan explain the major spending/debt issues they are seeing on a daily basis and encourage people to change their habits. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Using Your Emergency Fund

Fri, 28 Feb 2025 15:31:38 +0000

Quint and Allie talk about when you may have to use your emergency fund. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Pension Plan Vs Investment Plan

Wed, 26 Feb 2025 09:00:00 +0000

Allie and Quint discuss whether it is better to have a pension plan or a retirement investing plan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

HSA & Super HSA?

Mon, 24 Feb 2025 09:00:00 +0000

Quint and Logan talk about the HSA and a way for your children to begin contributing to an HSA while on your health care plan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Donor Advised Fund

Fri, 21 Feb 2025 09:00:00 +0000

Quint and Allie talk about how to utilize a donor advised fund as a tax strategy.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Debts in Collections

Wed, 19 Feb 2025 09:00:00 +0000

Quint and Logan talk about what to do if you have a debt go into collections.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Online Investing Platforms

Mon, 17 Feb 2025 09:00:00 +0000

Quint and Logan discuss the different investing platforms and how to get started on them.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Paying off College?

Fri, 14 Feb 2025 09:00:00 +0000

Quint and Allie discuss paying for college versus setting yourself up for the future.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What Asset Class to Choose in Investing

Wed, 12 Feb 2025 09:00:00 +0000

Quint and Logan talk about valuing different asset classes and adding those to your portfolio.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

When to Hire a Tax Pro

Mon, 10 Feb 2025 09:00:00 +0000

Allie and Quint talk about when you might need professional help during tax season.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Real Estate Investing vs High-Yield Dividend Stocks

Fri, 7 Feb 2025 09:00:00 +0000

Quint and Logan think through the best ways to create passive income.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Employer Plan Versus IRA

Wed, 5 Feb 2025 09:00:00 +0000

Quint and Allie talk through whether to utilize an employer plan (like a 403(b)) or an Individual Retirement Account (IRA).

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the S&P 500 Overvalued?

Mon, 3 Feb 2025 09:00:00 +0000

Quint and Logan talk about the overall market and whether or not it is overvalued.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

All About Mortgages

Fri, 31 Jan 2025 09:00:00 +0000

Logan is joined by a special guest, Vinson Bunting, to talk through the key terms and tips you should know before you get a mortgage.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

DIY Money Jr - Earning an Allowance

Wed, 29 Jan 2025 09:00:00 +0000

Daniel and Allie talk about earning an allowance: how much, how often, and cash or something else?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Savings Hierarchy

Mon, 27 Jan 2025 09:00:00 +0000

Logan and Allie talk through what to save for first.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Am I Saving Too Much?

Fri, 24 Jan 2025 09:00:00 +0000

Logan and Allie talk through balancing saving and spending when you have already built a decent nest egg.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Retiring Early: Free Health Care v. Roth Conversion

Wed, 22 Jan 2025 10:36:22 +0000

Allie and Logan talk about strategies in early retirement.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

When to take Social Security?

Mon, 20 Jan 2025 11:39:57 +0000

Allie and Logan talk about when to take Social Security and how to plan for that in advance.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Basics: Wealth Creation - Part 2

Fri, 17 Jan 2025 09:00:00 +0000

Logan and Allie talk about the various different accounts you can use 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.

Back to the Basics: Wealth Creation - Part 1

Wed, 15 Jan 2025 09:00:00 +0000

Quint and Logan talk through the ways to build wealth after you have completed 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.

Back to the Basics: Debt Hierarchy

Mon, 13 Jan 2025 11:22:04 +0000

Quint and Allie talk about paying off debt and the best way to attack your outstanding loans.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Basics: Fast Cash and Emergency Fund

Fri, 10 Jan 2025 09:00:00 +0000

Quint and Logan talk about where to apply your extra margin starting with fast cash and an emergency fund.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Back to the Basics: Magic is in the Margin

Wed, 8 Jan 2025 11:39:31 +0000

Quint and Logan talk about building margin and the ways to grow your income minus outgo.

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Back to the Basics: Saying No

Mon, 6 Jan 2025 09:00:00 +0000

Quint and Logan talk about one of the most important words in the DIY steps “No”.

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Back to the Basics: Budgeting 101

Fri, 3 Jan 2025 12:25:35 +0000

Quint and Allie break down how to create a budget.

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Back to the Basics: Tracking Expenses

Wed, 1 Jan 2025 09:00:00 +0000

We are bringing it back to the basics for the new year. Quint and Allie talk through the first DIY Money step of tracking your expenses.

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End of Year Wrap Up

Mon, 30 Dec 2024 09:00:00 +0000

Quint and Allie wrap up 2024.

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DIY Money Jr - What is Sales Tax

Fri, 27 Dec 2024 12:11:47 +0000

Allie and Logan talk through what sales tax is and what it is used for.

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Real Estate in a Roth IRA

Wed, 25 Dec 2024 09:00:00 +0000

Daniel and Allie talk about having real estate in an IRA.

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Setting up Kids for Success

Mon, 23 Dec 2024 09:00:00 +0000

Logan and Allie talk through how to set up children for financial success.

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Financial Must-Reads

Fri, 20 Dec 2024 09:00:00 +0000

Quint and Logan give financial and motivational book recommendations.

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Robo/Digital Advisors

Wed, 18 Dec 2024 09:00:00 +0000

Quint and Allie talk about robo or digital advisors. They discuss the good and the bad of utilizing one of these advisors.

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Why Analyze Individual Stocks?

Mon, 16 Dec 2024 09:00:00 +0000

Quint and Logan talk about why they analyze individual stocks but typically suggest indexed investments.

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Money Tips for the Holiday Season

Fri, 13 Dec 2024 09:00:00 +0000

Quint and Logan talk about how they manage money through the holiday season and how to prepare in advance for this time of year.

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Taxes on Inherited Trust

Wed, 11 Dec 2024 09:00:00 +0000

Quint and Allie talk about future tax consequences of putting funds in a trust.

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DIY Money Jr - Save or Invest?

Mon, 9 Dec 2024 09:00:00 +0000

Daniel and Quint talk about when you should be saving and when you should be investing.

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Psychology of Spending Money

Fri, 6 Dec 2024 09:00:00 +0000

Daniel and Allie talk about actually spending money versus our usual talk of saving.

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Careers in Wealth Management

Wed, 4 Dec 2024 09:00:00 +0000

Logan and Allie talk about different careers in Wealth Management and pathways to get to there.

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Paper Trading?

Mon, 2 Dec 2024 09:00:00 +0000

Daniel and Logan talk about paper trading: what it is, how to do it, and if it is valuable for learning about trading.

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Tax-Advantaged Charitable Giving

Fri, 29 Nov 2024 09:00:00 +0000

Allie and Logan talk about giving to charities in the most tax efficient ways.

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DIY Money Jr - Financial Books for Starting Out

Wed, 27 Nov 2024 09:00:00 +0000

Quint and Logan talk about what to read and listen to when you are first starting to learn about money. Check out our previous episode where we interviewed Ian McMillan who wrote “What Is A Stock”.

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Saving Without Social Security

Mon, 25 Nov 2024 18:33:57 +0000

Daniel and Allie talk about the 10/10/80 plan and how to save if you will not be receiving social security.

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Market Talk

Fri, 22 Nov 2024 12:25:20 +0000

Quint and Logan talk about the state of the market and things to think about moving forward.

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Pension in Retirement

Wed, 20 Nov 2024 17:41:29 +0000

Quint and Allie talk about pensions and how to plan for them.

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What are RSUs?

Mon, 18 Nov 2024 09:00:00 +0000

Quint and Daniel talk about Restricted Stock Units and how different company stock plans can play into your financial plan.

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Investment Considerations for End of Year

Fri, 15 Nov 2024 09:00:00 +0000

Quint and Logan talk about important items to consider before the end of the year in your investment accounts.

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Helping Family With Money

Wed, 13 Nov 2024 09:00:00 +0000

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.

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HSA or 401(k) or IRA - Where to Invest?

Mon, 11 Nov 2024 09:00:00 +0000

Allie and Quint talk about where to invest funds and why.

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3 Financial Tips for the End of the Year

Fri, 8 Nov 2024 09:00:00 +0000

Daniel and Allie talk about the important things to consider doing before year end.

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Custodial Accounts for Unborn Child

Wed, 6 Nov 2024 09:00:00 +0000

Want to start saving for a child before they are born? Quint and Logan talk about how to do that.

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"Girl Math"

Mon, 4 Nov 2024 09:00:00 +0000

Quint and Allie talk about some of the psychological pitfalls that are out there when it comes to spending.

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How does the Election Impact Your Finances?

Fri, 1 Nov 2024 08:00:00 +0000

Daniel and Logan talk about the upcoming election and how that can influence a financial plan.

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Master Limited Partnerships Taxation

Wed, 30 Oct 2024 08:00:00 +0000

Daniel and Allie talk about taxation on this type of investment.

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DIY Money Jr - Business Income

Mon, 28 Oct 2024 08:00:00 +0000

Logan and Allie talk about managing business income when first starting a business. Where should those earnings go?

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When Do You Need an Advisor?

Fri, 25 Oct 2024 08:00:00 +0000

Allie and Logan talk about when to seek professional advice and when to get an advisor to talk about financial goals.

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Building an Estate Plan

Wed, 23 Oct 2024 08:00:00 +0000

Daniel and Allie discuss the different components of estate planning and the most important things to get in place.

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DIY Money Jr - Set It and Forget It

Mon, 21 Oct 2024 08:00:00 +0000

Daniel and Logan answer this junior question about how to set up investment accounts on auto pilot.

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How to Set Goals - The 5 F's

Fri, 18 Oct 2024 08:00:00 +0000

Quint and Logan explain how they set goals in the different areas of their lives.

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Selling Your Home? Now What?

Wed, 16 Oct 2024 08:00:00 +0000

Quint and Allie talk about the taxes of selling your home and how to potentially invest the proceeds.

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Selling Rental Property

Mon, 14 Oct 2024 08:00:00 +0000

Quint and Daniel talk about some real estate best practices.

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Tips for Young Adults

Fri, 11 Oct 2024 08:00:00 +0000

Logan and Allie talk about three tips that are important for young adults.

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Taking a Tax Loss in a Retirement Account

Wed, 9 Oct 2024 08:00:00 +0000

Quint and Allie talk about taxes in a retirement account and how to best manage your gains or losses.

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Which Healthcare Plan Should you Have?

Mon, 7 Oct 2024 08:00:00 +0000

Daniel and Logan talk about the pros and cons of PPO and HDHP healthcare plans.

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How Interest Rate Changes Impact You

Fri, 4 Oct 2024 11:05:21 +0000

Daniel and Logan talk about interest rate changes and how that change can ripple through your entire financial plan.

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Should I Borrow from my 401(k)?

Wed, 2 Oct 2024 10:45:10 +0000

Allie and Quint talk about some of the pitfalls of credit and if a 401(k) loan is ever a good idea.

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Beneficiary Designations

Mon, 30 Sep 2024 08:00:00 +0000

Quint and Logan talk about naming beneficiaries on your assets and making sure your wishes are fulfilled correctly.

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When to hire a CPA?

Fri, 27 Sep 2024 08:00:00 +0000

Allie and Quint talk about when to bring on a professional for your taxes.

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DIY Money Jr - Getting Involved in Finance

Wed, 25 Sep 2024 08:00:00 +0000

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.

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Saving for Mid-Term Goals

Mon, 23 Sep 2024 08:00:00 +0000

Daniel and Quint talk about ways to save outside of a retirement account.

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Estate Planning

Fri, 20 Sep 2024 08:00:00 +0000

Quint and Logan break down wills, trusts, and the additional documents you may need for your estate plan.

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Planning for an Inheritance

Wed, 18 Sep 2024 08:00:00 +0000

Quint and Allie talk about how to plan for an inheritance.

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Purchasing a Car

Mon, 16 Sep 2024 08:00:00 +0000

Quint and Daniel talk about purchasing a car and what things to remember when you are in the finance room.

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AI and Nvidia

Fri, 13 Sep 2024 08:00:00 +0000

Quint and Logan talk about Nvidia and this new age of AI.

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DIY Money Jr - How Much to Save for College?

Wed, 11 Sep 2024 08:00:00 +0000

Quint and Daniel answer this question about beginning to save for college and how much should be saved.

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National Debt & Money Supply

Mon, 9 Sep 2024 08:00:00 +0000

Quint and Logan talk about the United States debt levels and the increase in the money supply. How does this influence your financial plan?

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Building Discipline Early

Fri, 6 Sep 2024 08:00:00 +0000

Allie and Logan talk about building discipline early in your financial journey.

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Real Estate Investing: The Money is Made on the Buy

Wed, 4 Sep 2024 10:44:52 +0000

Quint and Daniel talk about real estate investing and buying real estate in this environment.

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How Many Accounts Do We Need?

Mon, 2 Sep 2024 08:00:00 +0000

Logan and Daniel talk through merging accounts in marriage or keeping things separate.

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Money in Marriage

Fri, 30 Aug 2024 08:00:00 +0000

Quint and Logan talk about how they manage money with their spouse and what pitfalls to avoid.

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Managing Hefty Student Loans

Wed, 28 Aug 2024 08:00:00 +0000

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.

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Combining Retirement Accounts

Mon, 26 Aug 2024 08:00:00 +0000

Quint and Allie discuss what accounts can be combined and if you should consolidate accounts.

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Preparing for a Recession

Fri, 23 Aug 2024 08:00:00 +0000

With the potential of a recession on the horizon, Daniel and Logan talk about how he has advised clients through recessions in the past.

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DIY Money Jr - Buying Partial Shares

Wed, 21 Aug 2024 10:28:28 +0000

Logan and Daniel answer a DIY Money Junior question about buying partial shares when you have small dollar amounts to invest.

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What Account Should You Use?

Mon, 19 Aug 2024 08:00:00 +0000

Allie and Logan talk through which accounts to use when saving for retirement.

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DIY Money Steps

Fri, 16 Aug 2024 10:53:00 +0000

Allie in Quint go back and review the basic DIY Money steps.

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Making up for Lost Time in Investing

Wed, 14 Aug 2024 08:00:00 +0000

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.

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How Much Do I Need for Retirement?

Mon, 12 Aug 2024 08:00:00 +0000

Quint and Allie talk about dollar amount goals for retirement. What should you target? What is a good rule of thumb?

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Why is Paying off Debt Important?

Fri, 9 Aug 2024 11:19:41 +0000

Daniel and Logan talk about the importance of debt payoff and why it is so crucial for building wealth.

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Creating Your First Budget

Wed, 7 Aug 2024 08:00:00 +0000

Allie and Logan talk about how to set up your first budget.

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Switching to Roth

Mon, 5 Aug 2024 08:00:00 +0000

Daniel and Allie answer a question about switching your retirement contributions from Traditional to Roth.

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What to Expect in an Election Year

Fri, 2 Aug 2024 08:00:00 +0000

Quint and Logan talk about how to manage your finances in an election year and what to expect.

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Saving for Larger Goals

Wed, 31 Jul 2024 09:54:42 +0000

Quint and Allie talk about anniversary gifts and saving for bigger goals.

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Planning for a Pension

Mon, 29 Jul 2024 08:00:00 +0000

Quint and Logan talk about how to factor a pension into your financial planning.

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Rebalancing 101

Fri, 26 Jul 2024 08:00:00 +0000

Quint and Daniel talk about how to rebalance your portfolio, when to do it, and why you should go through the rebalancing process over time.

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Roth IRA Basics

Wed, 24 Jul 2024 08:00:00 +0000

Quint and Allie talk about the basics of a Roth IRA and if you should use one.

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The Housing Market

Mon, 22 Jul 2024 10:54:20 +0000

Quint and Daniel talk about their thoughts on the current housing market and where they see it going in the future.

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DIY Money Jr: What to Invest In?

Fri, 19 Jul 2024 08:00:00 +0000

Quint and Logan talk about how to start investing in stocks and the market.

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Does Non-Interest Bearing Debt Matter?

Wed, 17 Jul 2024 09:13:19 +0000

Quint and Allie talk about zero interest loans and if you should have them.

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DIY Money Jr - How to Start Saving for Retirement

Fri, 12 Jul 2024 11:28:58 +0000

Allie and Quint talk about how to get started early saving for retirement.

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Being on the Deed v. on the Will

Wed, 10 Jul 2024 08:00:00 +0000

Quint and Daniel talk about estate planning and the best ways to title assets.

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Fast Cash - Hard Cash or in the Bank?

Tue, 9 Jul 2024 08:00:00 +0000

Quint and Logan talk about the purpose of fast cash and how to keep it.

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Debit Card or Credit Card

Fri, 5 Jul 2024 08:00:00 +0000

Quint and Allie talk about what you should use on a daily basis.

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Student Loan Repayment

Wed, 3 Jul 2024 08:00:00 +0000

Quint and Daniel talk through student loans and how to approach repayment.

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Withdrawing Funds from Life Insurance

Mon, 1 Jul 2024 08:00:00 +0000

Quint and Allie talk about life insurance and what to do with cash value of a whole life policy.

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DIY Money Jr - Risk v. Gambling

Fri, 28 Jun 2024 08:00:00 +0000

Allie and Logan answer a junior question about risk and if the stock market is equivalent to gambling.

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Important Roth IRA Rules

Wed, 26 Jun 2024 08:00:00 +0000

Allie and Logan talk through BOTH 5 year rules for a Roth IRA.

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Paying Off Your Mortgage

Mon, 24 Jun 2024 08:00:00 +0000

Daniel and Logan discuss the psychology v. the math on when it makes sense to pay off your mortgage.

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DIY JR: When Should I Get a Credit Card?

Fri, 21 Jun 2024 08:00:00 +0000

Quint and Logan answer this question on how old you should be to consider getting a credit card.

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Should I Have Cash in My Retirement Account?

Wed, 19 Jun 2024 08:00:00 +0000

Logan and Quint unpack how much cash should be held within retirement accounts.

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Custodial Accounts & Kiddie Tax

Mon, 17 Jun 2024 08:00:00 +0000

Quint and Allie dive into this tax question that is important to consider when saving for kids.

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DIY Money Jr - Starting a Business and Giving Back

Fri, 14 Jun 2024 08:00:00 +0000

Quint and Allie answer one of the best junior questions we have ever gotten. They talk through building a business and giving back.

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What is a Donor-Advised Fund?

Wed, 12 Jun 2024 08:00:00 +0000

Quint and Daniel "get into the weeds" on a donor-advised fund.

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

Mon, 10 Jun 2024 08:00:00 +0000

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.

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

Fri, 7 Jun 2024 08:00:00 +0000

Logan and Quint answer a question for where a DIY Money Jr listener should start putting money.

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Where to Contribute Extra Funds?

Wed, 5 Jun 2024 08:00:00 +0000

Daniel and Quint tackle one of the most important questions in any financial plan.

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How Much in an Emergency Fund?

Mon, 3 Jun 2024 08:00:00 +0000

Allie and Quint talk about how much to keep in your emergency fund.

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DIY Money Jr - Individual Stocks vs. Index Funds

Fri, 31 May 2024 08:00:00 +0000

Quint and Logan talk through how to get young people started with investments.

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How Much Do Your Investments Cost?

Wed, 29 May 2024 08:00:00 +0000

Quint and Daniel talk about expense ratios and factoring this in when building your portfolio.

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National Debt Crisis

Tue, 28 May 2024 08:00:00 +0000

Quint and Logan talk about the national debt, what it means for our country, and how the US can pull through this crisis.

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Traditional or Roth 401(k)

Fri, 24 May 2024 08:00:00 +0000

Quint and Logan explain how to decide between a Traditional or Roth 401(k).

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Big Raise? Now What?

Wed, 22 May 2024 08:00:00 +0000

Quint and Allie talk about what to do when you get a big raise.

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Disability Insurance

Mon, 20 May 2024 08:00:00 +0000

Quint and Daniel talk about how disability insurance factors into your financial plan.

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Simplifying Your Portfolio

Fri, 17 May 2024 08:00:00 +0000

Daniel and Allie talk about taking a portfolio from individual stocks to ETFs and mutual funds.

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Leveraged ETFs & Volatility

Wed, 15 May 2024 08:00:00 +0000

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

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DIY Money Jr - Custodial Roth IRA

Mon, 13 May 2024 08:00:00 +0000

Quint and Allie talk about opening a Roth IRA for kids and how beneficial they can be.

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Should I Invest in I Bonds?

Fri, 10 May 2024 08:00:00 +0000

Quint and Logan discuss investing in I bonds and why to own bonds at all.

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Margin Loans

Wed, 8 May 2024 11:52:39 +0000

Quint and Daniel talk about taking out margin specifically on stock plans.

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Appropriate Percentages for Budgeting

Mon, 6 May 2024 15:16:53 +0000

Quint and Allie talk about how much to allocate to each category of your budget.

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Putting Your Home in a Trust

Fri, 3 May 2024 08:00:00 +0000

Quint and Logan talk about estate planning and utilizing a trust account properly.

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Debt Sent to Collections

Wed, 1 May 2024 08:00:00 +0000

Quint and Allie talk through negotiating and paying off debt that has been sent to collections.

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Ethical Investing

Mon, 29 Apr 2024 11:00:33 +0000

Logan and Quint talk about ESG and ethical investing. Also, Quint talks more about his early days of starting the Joule business.

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DIY Interview - Drew Sutton - Teaching Kids About Investing

Fri, 26 Apr 2024 08:00:00 +0000

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.

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Student Loans

Wed, 24 Apr 2024 09:59:45 +0000

Quint and Allie talk about student loans and the new SAVE repayment plan.

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Bitcoin ETFs

Mon, 22 Apr 2024 08:00:00 +0000

Quint and Logan talk about Bitcoin and purchasing it through an exchange-traded fund.

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DIY Money JR - When to Invest

Fri, 19 Apr 2024 08:00:00 +0000

Allie and Logan answer this junior question about when to get started investing.

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Money Hack: The HSA

Wed, 17 Apr 2024 18:21:36 +0000

Daniel and Allie dive deep into how a health savings account works and why it is one of the best money hacks out there.

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Life Insurance for Kids

Mon, 15 Apr 2024 10:45:51 +0000

Should you have life insurance for your kids? If so what kind? Daniel and Logan discuss.

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How to Invest for Short Term Goals

Fri, 12 Apr 2024 08:00:00 +0000

Logan and Allie talk about investing large sums of money for short term goals.

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When to Take Social Security

Wed, 10 Apr 2024 12:13:47 +0000

Quint and Logan break down the math of taking social security early versus waiting till later in retirement.

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

Mon, 8 Apr 2024 19:19:09 +0000

Allie and Daniel talk about this credit card "hack" for helping your kids build credit.

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Buy When the Market is Down

Fri, 5 Apr 2024 08:00:00 +0000

Quint and Allie answer a question about buying stocks on days the market is down.

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Fees on Your Investments

Wed, 3 Apr 2024 08:00:00 +0000

Quint and Daniel talk about one of the most important things to watch out for when investing.

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Retirement Strategies with Large Age Gap

Mon, 1 Apr 2024 10:56:40 +0000

What can an age difference mean for your financial planning? Allie and Daniel weigh in.

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Budgeting with Multiple Accounts

Fri, 29 Mar 2024 08:00:00 +0000

Quint and Logan explain tracking your budget with multiple accounts like savings, checking, and credit cards.

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Changing Investment Strategy

Wed, 27 Mar 2024 08:00:00 +0000

Quint and Daniel talk through changing investment strategies from individual stocks to index funds and ETFs.

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Bringing on a Tax Advisor?

Mon, 25 Mar 2024 12:13:48 +0000

Logan and Allie talk through how to build a team of advisors around you and when you need to do so.

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How to Evaluate Individual Stocks

Fri, 22 Mar 2024 08:00:00 +0000

Quint and Logan discuss how to evaluate individual stocks and their earnings reports.

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When Do You Need a Trust?

Wed, 20 Mar 2024 08:00:00 +0000

Daniel and Quint talk about estate planning and when it is important to get a trust in place.

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Filing Jointly Versus Separately

Mon, 18 Mar 2024 08:00:00 +0000

Quint and Allie talk through filing taxes jointly versus separately and why you would do either.

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DIY Money Jr - Should I Own Gold?

Fri, 15 Mar 2024 08:00:00 +0000

Quint and Daniel answer this great question from a young listener about owning/buying gold.

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Pulling Funds from Your 401K

Wed, 13 Mar 2024 12:56:17 +0000

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.

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

Mon, 11 Mar 2024 08:00:00 +0000

Quint and Logan answer a great question about networking from NFL quarterback of the Tennessee Titans, Will Levis.

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Using Credit Cards - Sponsored by Wallet Hub

Fri, 8 Mar 2024 09:00:00 +0000

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.

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Accounts for Kids: UTMA v. UGMA

Wed, 6 Mar 2024 09:00:00 +0000

Quint and Logan talk about various investment accounts for kids, what the different acronyms mean, and the best one to save for your child.

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How to Charitably Give Stock

Mon, 4 Mar 2024 09:00:00 +0000

Quint and Logan talk through tax advantages and strategies for giving stock to charity.

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Where to Hold Your Emergency Fund

Fri, 1 Mar 2024 12:47:03 +0000

Daniel and Allie talk through where to hold your emergency fund.

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Basics of a Roth IRA

Wed, 28 Feb 2024 09:00:00 +0000

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

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How to Invest in Different Accounts

Mon, 26 Feb 2024 09:00:00 +0000

Daniel and Logan talk about the differences between ETFs, Mutual Funds, and how to invest in different accounts.

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How to Track Expenses

Fri, 23 Feb 2024 09:00:00 +0000

Logan and Allie talk about apps and resources to help you track your expenses.

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HSA v. Paying off Mortgage

Wed, 21 Feb 2024 09:00:00 +0000

Quint and Logan talk about funding an HSA versus funding other goals like paying off your house.

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Backdoor Roth IRA

Mon, 19 Feb 2024 09:00:00 +0000

Allie and Daniel talk through a backdoor Roth IRA contribution, when you should use this strategy, and how to do it.

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DIY Money Jr - How to Make Money as a Kid

Fri, 16 Feb 2024 09:00:00 +0000

Quint and Logan answer this question and tell stories about how to make money when you are young.

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Keep Funds in a Business or Take Money Out?

Wed, 14 Feb 2024 09:00:00 +0000

Quint and Allie talk about reinvesting funds into your business or taking that money out for your benefit.

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Balancing Joy and Savings

Mon, 12 Feb 2024 09:00:00 +0000

Daniel and Quint talk through the balancing act of spending now versus saving for later.

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

Fri, 9 Feb 2024 09:00:00 +0000

Allie and Quint talk about contributions to a Roth IRA when you are young and just starting to make money.

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Relationships and Budgeting

Wed, 7 Feb 2024 09:00:00 +0000

Daniel and Logan talk about how to navigate spending and budgeting in a relationship.

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Saving for Retirement & Taxes when Self-Employed

Mon, 5 Feb 2024 09:00:00 +0000

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.

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Finance Must-Knows

Fri, 2 Feb 2024 09:00:00 +0000

Quint and Logan talk about the most important things to teach young people about personal finance.

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How to Value Real Estate

Wed, 31 Jan 2024 09:00:00 +0000

We talk about how to value stocks often, but in this episode Daniel and Quint break down how to value Real Estate.

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What to Do With an Inheritance

Mon, 29 Jan 2024 12:10:31 +0000

Logan and Daniel talk through where money should go if you receive an inheritance.

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DIY Money Jr - How do Banks Make Money?

Fri, 26 Jan 2024 09:00:00 +0000

Logan and Allie tackle a great questioner from a young listener about how banks work.

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Hiring a Financial Advisor

Wed, 24 Jan 2024 09:00:00 +0000

Quint and Logan talk about hiring a financial advisor and what that process actually looks like.

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How to Treat Debt Forgiveness

Mon, 22 Jan 2024 19:37:54 +0000

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

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Changing Beneficiaries for 529s

Fri, 19 Jan 2024 09:00:00 +0000

Quint and Logan dive into 529 plans and different strategies for these accounts.

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Business Bank Account

Wed, 17 Jan 2024 09:00:00 +0000

Logan and Allie talk through opening a business bank account and what you should look out for.

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Budgeting for Flexible Income

Mon, 15 Jan 2024 09:00:00 +0000

Quint and Daniel talk through budgeting when you do not have a steady income.

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Back to the Basics: Wealth Creation

Fri, 12 Jan 2024 16:12:00 +0000

Daniel and Logan break down the final step in the DIY Money process of how to build wealth.

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Back to the Basics: Debt Hierarchy

Wed, 10 Jan 2024 12:17:04 +0000

Allie and Logan explain the next step in the DIY process of how to pay off debt.

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Back to the Basics: Magic is in the Margin

Mon, 8 Jan 2024 09:00:00 +0000

Quint and Logan talk about margin, what it is, and how to get more of it.

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Back to the Basics: Fast Cash & Managing Emergency Fund

Fri, 5 Jan 2024 17:42:29 +0000

Quint and Daniel talk about the next steps in the DIY process.

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Back to the Basics: Budgeting 101

Wed, 3 Jan 2024 09:00:00 +0000

Allie and Quint bring it back to the foundation of DIY Money. How to start a budget.

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

Mon, 1 Jan 2024 14:05:05 +0000

Allie and Quint discuss goals and making sure you are putting money in the correct accounts.

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Managing Short-Term and Long-Term Goals

Fri, 29 Dec 2023 09:00:00 +0000

Allie and Quint talk about balancing short-term and long-term goals.

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How Best to Buy a Car?

Wed, 27 Dec 2023 09:00:00 +0000

Buying a car can be a necessary evil sometimes, Quint and Logan break down the best ways to purchase one.

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Evaluating Alternative Investments

Mon, 25 Dec 2023 09:00:00 +0000

Quint and Logan talk about how to evaluate alternative investments and when they might make sense in a portfolio.

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Rebalancing Accounts Over Your Lifetime

Fri, 22 Dec 2023 09:00:00 +0000

Quint and Logan talk how to rebalance your retirement accounts over the course of your lifetime.

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Taking Out Debt to Fund Retirement?

Wed, 20 Dec 2023 09:00:00 +0000

Quint and Allie discuss if you should take out personal loans to further fund retirement accounts.

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Should I Have Multiple 401Ks?

Mon, 18 Dec 2023 09:00:00 +0000

Daniel and Quint talk about having multiple jobs in a short time period and if you should take advantage of the 401K at each.

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Contribute to Roth or Traditional 401K?

Fri, 15 Dec 2023 13:31:56 +0000

Allie and Daniel break down the age old question of Roth versus Traditional contributions.

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Marrying Into Debt

Wed, 13 Dec 2023 18:53:45 +0000

Logan and Quint talk through tackling debt when you are recently married. How should each side of the marriage approach debt payoff?

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Living on One Income

Mon, 11 Dec 2023 09:00:00 +0000

Quint and Allie talk about maximizing savings, budgeting, and planning for one spouse to stop working.

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Combining Your Finances

Fri, 8 Dec 2023 09:00:00 +0000

Quint and Logan answer this question about combining finances for newlyweds.

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Long Term Care Insurance

Wed, 6 Dec 2023 09:00:00 +0000

Quint and Daniel talk about long term care insurance and when it is a good time to explore these policies.

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Retirement Savings: Where to Put Money

Mon, 4 Dec 2023 13:45:53 +0000

Quint and Daniel dive in to a question about where to put margin as you approach retirement.

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DIY Interview - Jacob Thomson - Professional Marathon Runner and Coach

Fri, 1 Dec 2023 09:00:00 +0000

Quint interviews Jacob Thomson about his Olympics aspirations, coaching business, and DIY Money lifestyle.

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Providing Funds for Special Needs Children

Wed, 29 Nov 2023 09:00:00 +0000

Quint and Daniel break down providing money for special need children through an ABLE account or a 529 plan.

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Alternative Investment Ideas

Mon, 27 Nov 2023 09:00:00 +0000

Quint and Daniel throw around this fun question about shipping container homes and alternative investment ideas.

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DIY Interview - Ian McMillan - What Is A Stock

Fri, 24 Nov 2023 09:00:00 +0000

Quint interviews writer of the book, "What Is A Stock", Ian McMillan to discuss his story and inspiration for the book.

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Hiring Your Child

Wed, 22 Nov 2023 10:55:43 +0000

Quint and Allie discuss a strategy of hiring your child and helping them start to save early.

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Deferment on Loans

Mon, 20 Nov 2023 11:56:40 +0000

Daniel and Logan discuss deferment on loans and how to strategically payoff debt.

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DIY Interview - Ed Berry - NFL Super Agent - Aaron Rodgers, Randall Cobb, Will Levis, Saquon Barkley

Fri, 17 Nov 2023 09:00:00 +0000

NFL super-agent, Ed Berry, sits down with Quint to discuss his incredible story, from a graduating class of 38 people to representing the likes of Aaron Rodgers, Randall Cobb, Will Levis, and Saquon Barkley; Ed's story is beyond inspirational.

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What Account Should I Use to Save?

Wed, 15 Nov 2023 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel answer a question about whether to use a SEP IRA or a solo 401K when saving for retirement.

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Taking Advantage of a Good Situation

Mon, 13 Nov 2023 09:00:00 +0000

On this episode of DIY Money, Daniel and Logan talk about making the most of good financial situations.

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Giving the Gift of Investments

Fri, 10 Nov 2023 17:18:58 +0000

On this episode of DIY Money, Allie and Quint talk about gifting investments this holiday season.

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DIY Money Jr - How Does My Money Help Me Get More Money

Wed, 8 Nov 2023 19:53:22 +0000

On this episode of DIY Money Junior, Quint and Daniel talk about saving, investing, and growing your money.

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Different Class of Stock

Mon, 6 Nov 2023 09:00:00 +0000

On this episode of DIY Money, Quint and Logan talk about Berkshire Hathaway stock and what different share classes of stock mean.

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Net Worth Averages

Fri, 3 Nov 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about the online studies for average net worth.

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Multiple Monthly Mortgage Payments

Wed, 1 Nov 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about different strategies for paying your mortgage.

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How Much Should I Put in Each Account?

Mon, 30 Oct 2023 10:48:16 +0000

On this episode of DIY Money, Logan and Allie talk through allocation of funds to different accounts particularly for kids.

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What Are Treasury Bonds and How to Use Them?

Fri, 27 Oct 2023 16:59:31 +0000

In this episode of DIY Money, Daniel and Logan talk about treasury bonds and the best ways to utilize them in your portfolio.

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DIY Money JR - First Time Investing

Wed, 25 Oct 2023 08:00:00 +0000

On this episode of DIY Money Junior, Logan and Allie talk about how to start investing and what to invest in.

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Determining a Companies Financial Health

Mon, 23 Oct 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan bring it back to the classroom and talk about analyzing companies and evaluating their cash flows.

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Are Managed Funds Worth the Fees?

Fri, 20 Oct 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about actively managed funds and whether they are worth the additional fees.

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Can an HSA Also Be an Emergency Fund?

Wed, 18 Oct 2023 20:14:40 +0000

On this episode of DIY Money, Quint and Allie talk about utilizing an HSA as a backup emergency fund.

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Managing Credit Cards and Building Credit

Mon, 16 Oct 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan talk about how to manage credit cards and the best ways to build credit.

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Where to Put Margin?

Fri, 13 Oct 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Allie answer a classic question of where to allocate funds. Should you put more towards paying off your house? Or utilize an HSA account?

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DIY Money JR - Why Should You Start Saving Early?

Wed, 11 Oct 2023 11:20:54 +0000

On this episode of DIY Money Junior, Quint and Daniel talk about the power of compounding and how important it can be to start saving early.

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Money Market for Your Emergency Fund?

Mon, 9 Oct 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan talk about money market funds and if they are a good place to put your emergency fund.

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Changing Allocation as You Approach Retirement

Fri, 6 Oct 2023 08:00:00 +0000

On this episode of DIY Money, Daniel and Quint talk about transitioning investments towards a dividend portfolio as you near retirement.

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Real Estate Syndicate

Wed, 4 Oct 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Allie talk about real estate syndicates and how they could fit into a portfolio.

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Excess Contributions and Tax Strategies

Mon, 2 Oct 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan talk about what to do when you over contribute to a retirement account and tax strategies to think about.

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Roth Or Brokerage Account

Fri, 29 Sep 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about contributing to a brokerage account versus a Roth IRA account.

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Benefits of Traditional and Roth IRAs

Wed, 27 Sep 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about the benefits of IRAs and whether it makes sense to do a backdoor Roth IRA contribution.

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Self-Employment Tax and Retirement Strategies

Mon, 25 Sep 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about taxes and saving for retirement when you are self-employed.

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Taxes and Marriage

Fri, 22 Sep 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan discuss how taxes change after marriage and how to adjust your plan accordingly.

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Different Types of Bonds

Wed, 20 Sep 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about the different types of bonds and where those belong in your portfolio.

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Buying an Active Fund in Your Retirement Account

Mon, 18 Sep 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about diversification and buying actively managed funds in your retirement account.

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Fix Your Car or Get a New One?

Fri, 15 Sep 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan talk about vehicles and whether to fix it or get a new one.

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Over or Under Funding a 529 Plan

Wed, 13 Sep 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Allie talk about over or under funding a 529 plan when saving for education.

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Should I Sell a Stock that Has a Loss?

Mon, 11 Sep 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan talk about investments that have been losers. Should you sell or hold?

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Keeping Your Old Home and Renting

Fri, 8 Sep 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about a common phenomenon in the current rental market, keeping your old home and renting it out.

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DIY Interview - Lauren Jacobs ”Cheerful Baker”

Wed, 6 Sep 2023 08:00:00 +0000

On this special DIY Money episode, Quint interviews Lauren Jacobs about her side hustle turned successful business.

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DIY MONEY JR - How Do Savings Grow?

Mon, 4 Sep 2023 12:02:38 +0000

On this episode of DIY Money Júnior, Quint and Logan explain how savings and investments grow over time.

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Common Versus Preferred Shares

Fri, 1 Sep 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Allie talk through the differences between common and preferred stock.

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401K Versus IRA

Wed, 30 Aug 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Allie talk about prioritizing contributions to a 401K versus IRA.

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Financial Marriage Advice

Mon, 28 Aug 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan talk about financial marriage advice.

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Whole Life Insurance

Fri, 25 Aug 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk all things whole life insurance.

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Planning and Saving With a Disability

Wed, 23 Aug 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk through saving if you have a disability and planning ahead with disability insurance.

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HSA Savings and DIY Money Steps

Mon, 21 Aug 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel rehash the DIY Money steps and talk about building in an HSA to your financial plan.

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Wise Home Remodels

Fri, 18 Aug 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about home remodels and how to wisely invest in your home to make money.

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Adjusting Retirement Savings for Near Term Goals

Wed, 16 Aug 2023 15:16:00 +0000

On this episode of DIY Money, Quint and Daniel answer a question about adjusting 401K contributions to pay for kids college.

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Budgeting for Goals

Mon, 14 Aug 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Allie lay out how to budget for goals.

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Dividend Stocks and Reinvestment

Fri, 11 Aug 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss dividend paying stocks and reinvesting dividends.

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Planning for Death

Wed, 9 Aug 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about how to smartly plan for someone's passing.

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Company Stock Incentive Plans

Mon, 7 Aug 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan talk about various stock incentives like ISOs, RSUs, and NSOs.

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Actively Trading Your Roth IRA

Fri, 4 Aug 2023 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan discuss trading in a Roth IRA, the tax implications of doing so, and their thoughts on managing in this way.

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Tax Planning in a No Income Tax State

Wed, 2 Aug 2023 08:00:00 +0000

On this episode of DIY Money, Logan and Allie talk about tax planning for states with no income tax.

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Municipal Bonds versus US Government Bonds

Mon, 31 Jul 2023 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan talk about municipal bonds and US government bonds. They talk about the pros of each and why you would add them to your portfolio.

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Should I Buy Solar Panels?

Fri, 28 Jul 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel go in depth on the financial decision of buying solar panels.

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Changing Investments Due to Expense Ratio

Wed, 26 Jul 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss expense ratios and swapping one investment for another.

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Employee Stock Purchase Plans

Mon, 24 Jul 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about Employee Stock Purchase Plans.

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How to Get Past the Fear of Investing?

Fri, 21 Jul 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan talk about the important mental aspect of investing.

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529 Penalties and Taxes

Wed, 19 Jul 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan clarify what actual fees and taxes you could pay on a 529 plan. They talk about some of the benefits of this plan as well.

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Lump Sum Pension or Annuity Payout?

Mon, 17 Jul 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan break down decisions between a lump sum rollover of a pension or turning it into a annuity stream.

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What Should I Deduct on My Taxes?

Fri, 14 Jul 2023 08:00:00 +0000

On this episode of DIY Money, Allie and Quint talk about tax deductions and if itemization is worth it.

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What Is a Wash Sale and How to Avoid It?

Wed, 12 Jul 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk through the intricacies of wash sales for investments.

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Look Out, Student Loans are Back

Mon, 10 Jul 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about student loans resuming and saving for bigger expenses.

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Different Types of Custodial Account

Fri, 7 Jul 2023 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan talk about the different types of custodial accounts.

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Setting Up a Retirement Plan at Work

Wed, 5 Jul 2023 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan talk through setting up a retirement plan for a small business.

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Should I Buy an Annuity?

Tue, 4 Jul 2023 11:23:13 +0000

On this episode of DIY Money, Daniel and Logan discuss what annuities are and our thoughts on them.

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Should I Have Dividends?

Fri, 30 Jun 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Allie talk about dividends and whether or not you should own them.

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Don’t Break the Bank on a Wedding

Wed, 28 Jun 2023 08:00:00 +0000

On this episode of DIY Money, Daniel and Quint talk about saving, budgeting, and paying for a wedding.

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Payment Strategy for Student Loans

Mon, 26 Jun 2023 08:00:00 +0000

On this episode of DIY Money, Daniel and Quint talk through paying off student loans.

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Retirement Rules of Thumb

Fri, 23 Jun 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan talk about retirement rules of thumb and the 4% rule.

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DIY Money Jr- Should I Save Or Invest?

Wed, 21 Jun 2023 08:00:00 +0000

On this episode of DIY Money Junior, Allie and Quint discuss saving versus investing, specifically for college.

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Lump Sum or DCA Inheritance

Mon, 19 Jun 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan answer a question about investing in a lump sum or by dollar cost averaging for kids.

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How to Locate Retirement Savings

Fri, 16 Jun 2023 08:00:00 +0000

On this episode of DIY Money, Daniel and Allie discuss how to find the best place for your retirement money.

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Simple IRAs and 401Ks for a Small Business

Wed, 14 Jun 2023 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan talk about Simple IRAs for small businesses versus 401Ks and what benefits a plan administrator should provide.

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Withholding Taxes on Distributions

Mon, 12 Jun 2023 08:00:00 +0000

On this episode of DIY Money, Daniel, Logan, AND Allie talk about withholding taxes on distributions out of a retirement account or an inherited retirement account.

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Retirement Account Allocation

Fri, 9 Jun 2023 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan talk about allocation in retirement accounts, specifically in a TSP.

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Dollar Cost Averaging Into Individual Stocks

Wed, 7 Jun 2023 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan talk about buying individual stocks and whether to continue dollar cost averaging into them.

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How Does My Pension Change My Plan?

Mon, 5 Jun 2023 08:00:00 +0000

On this episode of DIY Money, Logan and Daniel talk about how pensions impact a long term financial plan.

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Custodial and Investment Accounts for Kids

Fri, 2 Jun 2023 08:00:00 +0000

On this episode of DIY Money, Daniel and Quint talk about investing for kids and what situations you should consider using different types of accounts.

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Budgeting Tips and Tricks

Wed, 31 May 2023 12:22:40 +0000

On this episode of DIY Money, Quint and Allie talk about budgeting tips and tricks.

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Should I Use a 529 Now?

Mon, 29 May 2023 08:00:00 +0000

On this episode of DIY Money, Quint introduces the newest member of the DIY and Joule team Allie Howard CPA MBA. Listen to them talk about 529 plans and the new strategies available for them.

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DIY MONEY JR- Starting an Online Business

Fri, 26 May 2023 08:00:00 +0000

On this episode of DIY Money Junior, Logan and Quint talk about starting an online business.

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Buying a Home? How Much Should You Put Down?

Wed, 24 May 2023 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan talk about what percentage to put down on your home.

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Take More Risk With a Pension?

Mon, 22 May 2023 08:00:00 +0000

On this episode of DIY Money, Logan and Daniel talk about risk when factoring in a pension to a financial plan.

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Increasing 401K Savings to Save on Taxes

Fri, 19 May 2023 08:00:00 +0000

On this episode of DIY Money, Logan and Daniel talk about increasing 401K savings to ultimately save on taxes.

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Using an HSA for Retirement

Wed, 17 May 2023 08:00:00 +0000

On this episode of DIY Money, Logan and Daniel talk about calculating retirement needs while factoring in an HSA.

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We Want You At Joule!

Tue, 16 May 2023 01:51:39 +0000

We would love to have you apart of our team at Joule Financial. Learn more about our open position HERE.

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Savings Bucket for a Baby

Mon, 15 May 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan talk about creating an extra savings bucket when planning on having a baby.

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Should I Pay Off My Mortgage? Or Invest?

Fri, 12 May 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan talk through the qualitative and quantitative factors to paying off your mortgage versus investing.

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What to Do When You Make Over the Roth IRA Limits?

Wed, 10 May 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about what to do when you start making income over the Roth income limits.

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What Happens To My Loan If My Bank Fails?

Mon, 8 May 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about what would happen to your mortgage, car loan, etc. if your bank were to fail.

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Inheritance, EE Bonds, and Taxes

Fri, 5 May 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about inheriting EE bonds and what to do with them.

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More Margin, Now What?

Wed, 3 May 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about what to do when you start having more margin.

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How to Find a Good Tax Accountant?

Mon, 1 May 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about how they find professionals to work with.

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Buying a Manufactured Home

Fri, 28 Apr 2023 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan answer a question about buying a manufactured home.

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1% Match on Your Roth IRA

Wed, 26 Apr 2023 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan talk about incentives that investment companies offer for Roth contributions.

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Maxing Out Your Retirement

Mon, 24 Apr 2023 08:00:00 +0000

On this episode of DIY Money, Logan and Daniel talk about maxing out your retirement savings.

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Are My Percent Contributions to Roth or Traditional 401K the Same?

Fri, 21 Apr 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan talk about changing your 401K from Traditional to Roth and how that changes your paycheck.

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Saving for Retirement With a Pension

Wed, 19 Apr 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan discuss the changes of saving for retirement when you have a pension.

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Saving for a Special Needs Child

Mon, 17 Apr 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan discuss savings for a special needs child.

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How Much Should My Mortgage Payment Be?

Fri, 14 Apr 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss buying a home and how much to allocate to your mortgage each month.

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Series EE Savings Bonds

Wed, 12 Apr 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss Series EE Bonds and what to do with them.

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DIY Money Jr - Invest in Stocks or Somewhere Else?

Mon, 10 Apr 2023 08:00:00 +0000

On this episode of DIY Money Junior, Quint and Daniel discuss investing while you are young and the best places to put your money.

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Multiple or One Savings Account?

Fri, 7 Apr 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about having 1 savings account versus having multiple for several different goals.

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ESG Funds

Wed, 5 Apr 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about ESG Funds.

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5 Years From Retirement, What Do I Do?

Mon, 3 Apr 2023 08:00:00 +0000

In this episode of DIY money, Quint and Daniel talk about what to do as you are approaching retirement with your investments.

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Getting a Tax Refund

Fri, 31 Mar 2023 08:00:00 +0000

On this episode of DIY Money, Quint is once again joined by guest Bobby Livesay. They discuss what to do with a tax refund and how to navigate your tax withholdings.

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Quarterly Tax Payments

Wed, 29 Mar 2023 08:00:00 +0000

On this episode of DIY Money, Quint is joined by guest Bobby Livesay and they discuss making quarterly tax payments.

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Starting a Roth Early

Mon, 27 Mar 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Logan talk about starting a Roth early on in life and investing while in college.

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Impact Investing

Fri, 24 Mar 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss what impact investing means and how they approach this topic.

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Taking on Debt for Rental Real Estate

Wed, 22 Mar 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss if it is wise to take on debt for a rental real estate investment.

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Helping Your Parents Retire

Mon, 20 Mar 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about the difficulties of helping your parents save and plan for retirement.

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Should I Pay off My Mortgage with Retirement Funds?

Fri, 17 Mar 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about when it does and does not make sense to use retirement money to pay off your home.

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”Buy When the Market is Low” -- With What??

Wed, 15 Mar 2023 08:00:00 +0000

Everyone says "Buy When the Market is Low". On this episode of DIY Money, Quint and Daniel talk about that common phrase and why it is not so easy to do so.

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Resources that Teach Your Kids Investing

Mon, 13 Mar 2023 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about different resources that can help teach kids about investing.

Check out Ian McMillan's book "What Is A Stock" at whatisastockbook.com.

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Adding a Spouse to Your Mortgage and Home

Fri, 10 Mar 2023 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel answer a question about adding a spouse to the mortgage and home title.

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Selling Investments to Buy a House

Wed, 8 Mar 2023 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk through if it makes sense to sell investments to buy a house.

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More Savings or More Fun?

Mon, 6 Mar 2023 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel debate saving for the future or spending for now.

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Purchasing a Business

Wed, 1 Mar 2023 09:00:00 +0000

On this episode of DIY Money, Quint and Logan talk about debt and buying a business.

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Roth vs. 401K Debate

Sun, 26 Feb 2023 09:00:00 +0000

On this episode of DIY Money, Quint and Logan debate using a Traditional 401K or Roth 401K or something else.

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529, Custodial Accounts, and Joint Accounts

Wed, 22 Feb 2023 09:00:00 +0000

On this episode of DIY Money, Daniel and Logan walk through various ways to save for kids whether that is for college or other goals.

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What to Do With Home Sale Proceeds

Sun, 19 Feb 2023 09:00:00 +0000

On this episode of DIY Money, Daniel and Logan talk about what to do with the proceeds once you sell your home.

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What to Prioritize in 2023

Wed, 15 Feb 2023 09:00:00 +0000

On this episode of DIY Money, Quint and Logan talk through priorities for your financial life in 2023.

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DIY Money Jr - How to Make Money Online

Tue, 14 Feb 2023 15:13:03 +0000

On this episode of DIY Money Junior, Quint and Logan talk about how to make money online.

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DIY Money Jr - What to Do With a Full Piggy Bank

Sun, 12 Feb 2023 09:00:00 +0000

On this episode of DIY Money Junior, Quint and Logan talk about what to do when you have a full piggy bank.

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Paying Rent While Looking for a House

Wed, 8 Feb 2023 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about paying rent while you are looking to buy a house.

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Starting a Business Without Massive Debt

Sun, 5 Feb 2023 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss how to start and grow a business without taking on loads of debt.

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Differences Between Cash Equivalents

Wed, 1 Feb 2023 09:00:00 +0000

On this episode of DIY Money, Daniel and Logan talk through different cash equivalents like treasuries, CDs, and money market funds.

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Should I Have Bonds in My Brokerage Account?

Sun, 29 Jan 2023 09:00:00 +0000

On this episode of DIY Money, Daniel and Logan discuss owning bonds and if you should have them in your brokerage or taxable account.

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Pay off My Mortgage or Invest?

Wed, 25 Jan 2023 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel take a deeper look into paying down your mortgage versus investing.

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Paying off Student Loan Debt

Sun, 22 Jan 2023 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel answer a question on how to balance paying off student loan debt versus investing in retirement accounts.

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What Should My Net Worth Be?

Wed, 18 Jan 2023 09:00:00 +0000

On this episode of DIY Money, Quint and Logan discuss financial goals and talk about the "net worth by age X" calculations.

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Investing for Kids and New 529 Rules

Sun, 15 Jan 2023 09:00:00 +0000

On this episode of DIY Money, Quint and Logan talk through new changes and rules for 529 plans along with their thoughts on saving for your kids.

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Variable Annuities

Wed, 11 Jan 2023 13:39:25 +0000

On this episode of DIY Money, Quint and Logan discuss variable annuities. They walk through how they work, their fees, and how to potentially get out of them.

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How to Choose an S&P500 Fund

Sun, 8 Jan 2023 09:00:00 +0000

On this episode of DIY Money, Quint and Logan discuss how to select an S&P500 fund.

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SPECIAL EPISODE - The Traveling Gamblers

Thu, 5 Jan 2023 15:39:15 +0000

On this special episode of DIY Money, Quint interviews The Traveling Gamblers. This pair has made a life of hopping from port to port, cruise ship to cruise ship as a guest of casinos far and wide. Don't miss this unique and exciting interview.

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DIY Money Jr - What Companies Should I Buy?

Wed, 4 Jan 2023 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss the basics to buying companies.

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BACK TO THE BASICS - Investing

Mon, 2 Jan 2023 00:08:31 +0000

On this episode of DIY Money, Quint and Daniel discuss the basics to investing.

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BACK TO THE BASICS - Margin

Wed, 28 Dec 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel dive into how to get margin and where to apply it.

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BACK TO THE BASICS - Budgeting

Sun, 25 Dec 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel go back to the fundamentals and break down how to start, develop, and maintain a budget.

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Extra Payment to Your Mortgage?

Wed, 21 Dec 2022 09:00:00 +0000

On this episode of DIY Money, Daniel and Logan discuss the practice of making a 13th payment on your mortgage each year.

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Rent or Sell Your Starter Home?

Sun, 18 Dec 2022 09:00:00 +0000

On this episode of DIY Money, Daniel and Logan answer a question about whether to sell your starter home or keep it and rent it out.

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Broker CDs

Wed, 14 Dec 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss the ins and outs of Broker CDs and how to get interest on your funds.

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How to Bring in Clients to My Small Business

Sun, 11 Dec 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss how to start a business and begin bringing in clients.

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Financially Planning for Children

Wed, 7 Dec 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss the financial considerations to make before having kids and the expenses that come with that decision.

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Over Contributing to Tax Efficient Accounts

Sun, 4 Dec 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss what happens when you contribute over the maximum in a retirement or HSA account.

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Buying a Car for a Gap Period

Wed, 30 Nov 2022 13:29:24 +0000

In this episode of DIY Money, Quint and Logan discuss a unique situation of buying a car for a short period of time.

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Using a Roth IRA for Emergencies

Sun, 27 Nov 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Logan talk through the circumstances when you can use a Roth IRA for emergencies and discuss their thoughts on utilizing a Roth in this way.

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Should I Do a Backdoor Roth Conversion?

Wed, 23 Nov 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss utilizing an employer 401K in order to facilitate a backdoor Roth conversion.

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Taxes on Non-Retirement Accounts

Sun, 20 Nov 2022 09:00:00 +0000

On this episode of DIY Money, Daniel and Quint discuss taxes for taxable investing accounts and break down the usefulness of these types of accounts.

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Funding a Home Remodel

Wed, 16 Nov 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss ideas for funding a home remodel.

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Managing My Debt in a High Rate Environment

Sun, 13 Nov 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss their thoughts on ARMs, refinancing, debt, and building in this environment.

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Thoughts on Different Types of Insurance

Wed, 9 Nov 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss several different kinds of insurance, everything from term life insurance to pet insurance.

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Starting in the Financial Business

Sun, 6 Nov 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about being in the financial advising/planning world and they dive into the pros and cons of the business.

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Insurance Investments

Wed, 2 Nov 2022 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan discuss their thoughts on insurance as an investment.

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Planning for Retirement Medical Expenses

Sun, 30 Oct 2022 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan discuss planning for retirement medical expenses.

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Saving When Self Employed

Wed, 26 Oct 2022 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan discuss different ways to save when you are self employed.

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Investing in Family Real Estate

Sun, 23 Oct 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss a unique question about investing in a generational family property.

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Saving for Near Term Goals

Wed, 19 Oct 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss different savings options for near term goals.

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When Fiscal Responsibility Gets Boring

Sun, 16 Oct 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about how to keep yourself motivated when saving, investing, and budgeting start to get boring.

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Managing Your Checking Account Balance

Wed, 12 Oct 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss different strategies and thoughts on how much to keep in your checking account.

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Contributing to 401Ks, IRAs, and Roths

Sun, 9 Oct 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss the thought process for deciding whether to contribute to a 401K, IRA, or Roth.

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Leasing vs. Owning Your Car

Wed, 5 Oct 2022 08:00:00 +0000

In this episode of DIY Money, Daniel and Logan discuss the math to consider when determining whether to lease or buy a car.

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Renting vs. Buying Your Home?

Sun, 2 Oct 2022 08:00:00 +0000

In this episode of DIY Money, Daniel and Logan discuss the differences between renting or buying your home and debate the pros and cons for each.

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What Certifications Should I Get?

Wed, 28 Sep 2022 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan discuss the different certifications out there and which ones are beneficial for you.

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Student Loan Forgiveness

Sun, 25 Sep 2022 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan discuss the new student loan forgiveness program and how to start navigating it.

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Investing with Currency Risk

Wed, 21 Sep 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel tackle and excellent question from across the pond and discuss the impact of currency risk.

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DIY Money Jr - How to Save for College

Sun, 18 Sep 2022 08:00:00 +0000

On this episode of DIY Money Jr, Quint and Daniel discuss how to save money for college and how to invest those funds.

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When to Accept Money from Family Members

Wed, 14 Sep 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Logan discuss good times and potentially bad times to accept money from family.

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Starting a Healthy Financial Marriage

Sun, 11 Sep 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Logan discuss how to start and maintain healthy financial practices in your marriage.

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Backdoor Roth Conversion Strategy

Wed, 7 Sep 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss backdoor Roth conversion strategy and share their thoughts on utilizing it.

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Investing for Retirement Without a 401K

Sun, 4 Sep 2022 11:17:38 +0000

On this episode of DIY Money, Quint and Daniel discuss other options for investing when your employer does not provide a company 401K.

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How Do I Invest My Assets?

Wed, 31 Aug 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss how to build an allocation and what things to consider when doing so.

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Are Your Advisors Fees Worth It?

Sun, 28 Aug 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss how to determine if the advisor fees you are paying are worth it.

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Thoughts on Target Date Funds?

Fri, 26 Aug 2022 08:00:00 +0000

In this episode of DIY Money, Daniel and Logan discuss the pros and cons of target date funds.

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Investing in 401ks or Other Retirement Accounts

Thu, 25 Aug 2022 12:57:06 +0000

On this episode of DIY Money, Daniel and Logan discuss the difference in investing through your company retirement account versus using outside accounts like a Roth or IRA.

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What Does a Recession Look Like?

Wed, 17 Aug 2022 12:10:52 +0000

In this episode of DIY Money, Quint and Daniel discuss what to expect from a recession and what finance can look like in a tough environment.

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One Time Investment vs. Dollar Cost Averaging?

Wed, 10 Aug 2022 13:04:37 +0000

In this episode of DIY Money, Quint and Daniel discuss the differences between investing lump sums or dollar cost averaging.

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Saving Future Contributions

Sun, 7 Aug 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss methods for saving up before contributing to various accounts each year.

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DIY Money Jr - What to do with Money from Your First Job

Fri, 5 Aug 2022 08:00:00 +0000

In this DIY Money Junior episode, Quint and Daniel discuss how to think about money from your first job.

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Money in Your Marriage

Thu, 4 Aug 2022 15:10:47 +0000

On this episode of DIY Money, Daniel and Quint talk about some of the strategies they use for handling money in their households and marriages.

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Owner or Employee which is better?

Wed, 27 Jul 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss the differences between being an employee in a business or an owner of a business.

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How Do I Stop Being Cheap?

Sun, 24 Jul 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss the mindset of spending and the psychology that influences what you spend and what you save.

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Investing in Real Estate Versus Stocks

Wed, 20 Jul 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss the differences in the Real Estate and Stock Market and discuss the pros and cons of those investments.

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Tracking Your Investment Allocation

Sun, 17 Jul 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel walk through what they use to track their financial investments.

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Unique Ways to Use Your Home Equity

Wed, 13 Jul 2022 12:41:36 +0000

On this episode of DIY Money, Quint and Daniel discuss strategies for utilizing your primary home's equity.

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Balancing Goals and Savings

Sun, 10 Jul 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss balancing goals and savings.

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How to Have Long Term Financial Conversations

Wed, 6 Jul 2022 15:24:02 +0000

On this episode of DIY Money, Quint and Daniel give advice on how to have long-term financial conversations with family members.

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How to Invest an Inherited IRA

Sun, 3 Jul 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss how to invest an Inherited IRA.

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Investing in the Current Market Environment

Wed, 29 Jun 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss investing in the current market environment.

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Margin and Options? Should You be Using Them?

Sun, 26 Jun 2022 08:00:00 +0000

On this episode of DIY Money, Logan and Daniel discuss margin and options trading, and whether you should be using them.

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Where to Put Additional Savings?

Wed, 22 Jun 2022 17:53:33 +0000

On this episode of DIY Money, Logan and Daniel discuss where to put any additional savings.

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Best Ways to Increase Your Credit Score

Sun, 19 Jun 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss the best ways to increase your credit score.

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How to Utilize I Bonds

Wed, 15 Jun 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss how to utilize I Bonds.

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Paying Off a Mortgage vs Investing

Sun, 12 Jun 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss the mathematics and psychology of paying off a mortgage vs investing.

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When to Encourage Meeting With an Advisor

Wed, 8 Jun 2022 12:57:08 +0000

On this episode of DIY Money, Quint and Daniel discuss when you should encourage others nearing retirement to meet with an advisor.

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Planning for Early Retirement

Sun, 5 Jun 2022 08:00:00 +0000

On this episode of DIY Money, discuss planning for early retirement.

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What To Do After a Financial Misstep

Thu, 2 Jun 2022 12:16:47 +0000

On this episode of DIY Money, Quint and Daniel discuss what to do after a financial misstep.

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What Does my Tax Deduction Look Like?

Sun, 29 May 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss what tax deductions you should consider taking.

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Should I Have an Active Advisor?

Wed, 25 May 2022 14:29:52 +0000

On this episode of DIY Money, Quint and Daniel discuss whether you should have an active advisor.

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When to Make a Change in Your Financial Plan

Sun, 22 May 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Logan give advice on when to make a change in your financial situation.

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Using Leveraged ETFs

Thu, 19 May 2022 12:17:04 +0000

On this episode of DIY Money, Quint and Logan discuss using leveraged ETFs.

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When and Why to Rebalance Investments

Sun, 15 May 2022 08:00:00 +0000

On this episode of DIY Money, Logan and Daniel discuss when and why it is necessary to rebalance investments.

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Social Security Survivor Benefits

Wed, 11 May 2022 13:41:12 +0000

On this episode of DIY Money, Daniel and Logan discuss the survivor benefits of social security.

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What To Do With an ESOP

Sun, 8 May 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss what to do with an ESOP.

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How to Manage Through Inflation

Wed, 4 May 2022 14:38:04 +0000

On this episode of DIY Money, Quint and Daniel give advice on how to manage inflation.

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How to Prepare for Buying a House

Sun, 1 May 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel give advice on how to prepare for buying a house.

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Using Student Loan to Maintain Cash Reserves

Wed, 27 Apr 2022 13:10:00 +0000

On this episode of DIY Money, Quint and Daniel discuss using student loans to maintain cash reserves.

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Roth 401K vs Roth IRA

Sun, 24 Apr 2022 13:05:00 +0000

On this episode of DIY Money, Quint and Daniel discuss the difference between contributing to a Roth 401K vs a Roth IRA.

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MBA Degree versus CFA

Wed, 20 Apr 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss the differences between getting your MBA degree or CFA.

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Taking Goals to Next Level

Sun, 17 Apr 2022 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan give advice on taking goals to the next level.

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HSA vs Roth IRA

Wed, 13 Apr 2022 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan discuss the differences between an HSA vs a Roth IRA and the benefits of both.

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Getting Into Rental Business With a Friend

Sun, 10 Apr 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss getting into the rental business with a friend.

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Using Cash to Pay Down Student Loans

Wed, 6 Apr 2022 14:26:05 +0000

On this episode of DIY Money, Quint and Daniel discuss using cash to pay down student loans.

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When to Invest Individual Retirement Account?

Sun, 3 Apr 2022 08:00:00 +0000

On this episode of DIY Money, Logan and Daniel discuss when to invest individual retirement accounts.

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Average Return vs Realized Return

Wed, 30 Mar 2022 14:58:20 +0000

On this episode of DIY Money, Logan and Daniel discuss the differences between an average annual return vs a realized return.

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401K vs 403B

Sun, 27 Mar 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss the differences between a 401K and a 403B.

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How to Plan for a Stay at Home Spouse

Wed, 23 Mar 2022 12:33:56 +0000

On this episode of DIY Money, Quint and Daniel discuss how to financially plan for a stay-at-home spouse.

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Alternative Investments

Sun, 20 Mar 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss alternative investments outside of traditional investment accounts.

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Where to Allocate Pay Raise

Fri, 18 Mar 2022 14:58:56 +0000

On this episode of DIY Money, Quint and Daniel discuss where to allocate a pay raise.

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Avoiding Lifestyle Creep

Sun, 13 Mar 2022 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel give advice on avoiding lifestyle creep.

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Savings Rules of Thumb

Fri, 11 Mar 2022 13:22:26 +0000

On this episode of DIY Money, Quint and Daniel share a couple of savings rules of thumb to follow.

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How to Save for Mid-Term Goals

Sun, 6 Mar 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss how to save for mid-term goals.

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How to Get on Track After an Emergency

Wed, 2 Mar 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel give advice on how to get back on track after an emergency.

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Robo Advisor vs Target Date Funds

Mon, 28 Feb 2022 13:10:57 +0000

On this episode of DIY Money, Quint and Daniel discuss the difference of investing with a Robo Advisor or in a Target Date Fund.

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When Do Roth Conversions Make Sense?

Wed, 23 Feb 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel explain what a Roth Conversion is and when you should consider doing it.

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Why HSA Insurance Plans Cost More

Sun, 20 Feb 2022 09:00:00 +0000

On this episode of DIY Money, Daniel and Logan discuss HSA plans and why they cost more.

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Converting 401K to Roth 401K

Wed, 16 Feb 2022 13:42:46 +0000

On this episode of DIY Money, Daniel and Logan discuss converting your Traditional 401K to a Roth 401K.

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How to Invest For Your Kids

Sun, 13 Feb 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Logan talk about how to start investing for your kids.

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DIY Money Jr - When to Sell Your Stocks

Thu, 10 Feb 2022 13:23:34 +0000

On this episode of DIY Money, Quint and Logan discuss when to consider selling stocks.

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Too Much Cash In My Allocation?

Sun, 6 Feb 2022 09:00:00 +0000

On this episode in DIY Money, Quint and Daniel discuss allocation and whether you may have too much cash in your portfolio.

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Is Debt Consolidation Worth It?

Wed, 2 Feb 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss debt consolidation.

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What To Do With a Previous Retirement Plan

Sun, 30 Jan 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Logan discuss what to do with a previous employer's retirement plan.

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Getting Started as a CPA and CFP

Wed, 26 Jan 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Logan give advice on getting started as a CPA and CFP.

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Investing When You Can’t Use an IRA

Mon, 24 Jan 2022 13:42:19 +0000

On this episode of DIY Money, Daniel and Logan discuss where you can invest if you are unable to invest in a Roth IRA.

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When to Quit a Stressful Job

Mon, 24 Jan 2022 13:37:41 +0000

On this episode of DIY Money, Logan and Daniel discuss when it is appropriate time to quit a stressful job.

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How to Prioritize Saving vs Debt Payoff Goals

Wed, 12 Jan 2022 05:04:00 +0000

On this episode of DIY Money, Quint and Daniel discuss prioritizing saving vs debt payoff goals.

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Pay Off Student Loans Now or Gradually

Tue, 11 Jan 2022 13:36:40 +0000

On this episode of DIY Money, Quint and Daniel discuss paying off student loans now or gradually.

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Using Home Equity for Rental Real Estate

Wed, 5 Jan 2022 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss using a HELOC to fund a down payment for a rental property.

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Traditional IRA vs Roth IRA

Mon, 3 Jan 2022 13:22:33 +0000

On this episode of DIY Money, Quint and Daniel discuss the key differences between a Traditional IRA vs a Roth IRA.

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Options for Leaving the Pension System

Wed, 29 Dec 2021 13:09:31 +0000

On this episode of DIY Money, Quint and Logan discuss options for leaving the pension system.

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Pay Down Student Loans or Invest Early

Sun, 26 Dec 2021 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss whether they would put all savings prior to school towards paying off student loans or invest early in an account.

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Holiday Saving

Wed, 22 Dec 2021 13:53:14 +0000

On this episode of DIY Money, Quint and Logan discuss fun gift ideas that save money.

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Deciding Between 401K and ESPP

Sun, 19 Dec 2021 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss the difference between contributing to a 401K and ESPP.

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Ethereum and NFTs

Wed, 15 Dec 2021 17:41:17 +0000

On this episode of DIY Money, Quint and Daniel explain what the Metaverse, NFTs, and Ethereum are and why they are important.

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Investing Excess Savings

Sun, 12 Dec 2021 09:00:00 +0000

On this episode of DIY Money, Quint and Logan discuss whether you should invest excess savings outside of an emergency fund.

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When Do You Move States for a Job?

Wed, 8 Dec 2021 13:18:55 +0000

On this episode of DIY Money, Quint and Logan talk about what to consider when offered a job out of state.

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How to Give Stock as a Holiday Gift

Mon, 6 Dec 2021 13:26:08 +0000

On this episode of DIY Money, Quint and Logan discuss how to gift stock for the holidays.

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What are Restricted Stock Units (RSU)?

Wed, 1 Dec 2021 13:20:23 +0000

On this episode of DIY Money, Daniel and Logan describe the difference between common stocks and Restricted Stock Units (RSU).

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Recommended Money Resources

Wed, 1 Dec 2021 13:17:03 +0000

On this episode of DIY Money, Daniel and Logan give their recommendations on books and financial resources to learn from.

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How to Motivate Others Toward Their Goals

Wed, 24 Nov 2021 09:00:00 +0000

On this episode of DIY Money, Quint and Logan give advice on how to motivate others towards their goals.

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How to Diversify Investments

Tue, 23 Nov 2021 13:19:38 +0000

On this episode of DIY Money, Quint and Logan discuss how to diversify investments in your portfolio.

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Aggressively Paying Down Student Loan

Wed, 17 Nov 2021 13:32:16 +0000

On this episode of DIY Money, Quint and Daniel talk about aggressively paying down student loan debt.

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Is Student Loan Debt Worth It?

Sun, 14 Nov 2021 17:04:02 +0000

On this episode of DIY Money, Quint and Daniel discuss whether they believe if student loan debt is worth it.

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Blended Family Finances

Wed, 10 Nov 2021 09:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss how to manage blended family finances.

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Saving Money and Using Rewards for Travel

Sun, 7 Nov 2021 09:00:00 +0000

On this episode of DIY Money, Daniel and Logan discuss saving money and using credit card rewards for travel.

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Using a HELOC to Purchase a Property

Wed, 3 Nov 2021 22:02:00 +0000

On this episode of DIY Money, Quint and Daniel discuss using a HELOC loan to purchase a property.

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Should You Rent or Sell Your Starter Home?

Wed, 3 Nov 2021 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss whether you should consider renting or selling your starter home.

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Where to Get Started on The DIY Journey

Fri, 29 Oct 2021 14:33:38 +0000

On this episode of DIY Money, Daniel and Logan give advice on where to get started on the DIY Journey.

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The Differences Between ETFs

Tue, 26 Oct 2021 12:04:16 +0000

On this episode of DIY Money, Daniel and Logan explain the differences between ETFs.

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Paying Off Student Loans Early

Wed, 20 Oct 2021 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan discuss paying off student loans early.

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What‘s a SEP IRA?

Sun, 17 Oct 2021 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan explain what a SEP IRA is and how it works.

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Should I Save Some Money From Gifts?

Wed, 13 Oct 2021 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel give their recommendations on how you should spend money from gifts.

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How To Use an Employer Stock Plan?

Mon, 11 Oct 2021 10:56:59 +0000

On this episode of DIY Money, Quint and Daniel discuss how to use an Employer Stock Plan.

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What To Do With Funds From Selling House?

Wed, 6 Oct 2021 08:00:00 +0000

On this episode of DIY Money, Quint and Logan give their advice on what to do with the funds from selling your house.

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Is Gold a Good Protection Against Inflation?

Sun, 3 Oct 2021 12:00:18 +0000

On this episode of DIY Money, Quint and Daniel discuss whether gold is a good protection against inflation.

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How to Invest in Non-Retirement Accounts

Thu, 30 Sep 2021 14:11:06 +0000

On this episode of DIY Money, Quint and Daniel talk about investing in non-retirement accounts.

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Taxes on Selling Investments

Sun, 26 Sep 2021 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan discuss taxes that may incur after selling investments.

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How to Allocate a Bonus

Wed, 22 Sep 2021 08:00:00 +0000

On this episode of DIY Money, Daniel and Logan discuss some smart ways on how to allocate a bonus.

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What Is Tax Loss Harvesting?

Sun, 19 Sep 2021 09:01:00 +0000

On this episode of DIY Money, Logan and Daniel discuss what tax loss harvesting is and why it can be a valuable tool for some long-term investors.

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HSA vs Roth IRA

Wed, 15 Sep 2021 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss whether you should max out your HSA or Roth IRA first.

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How to Save For Near-Term Education Goals

Sun, 12 Sep 2021 08:00:00 +0000

On this episode of DIY Money, Quint and Logan talk about how to save for near-term education goals.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How to Teach Others About Budgeting

Wed, 8 Sep 2021 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about how to teach others about budgeting.

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Is The American Dream Possible Without Debt?

Tue, 7 Sep 2021 12:11:39 +0000

On this episode of DIY Money, Quint and Daniel discuss the American Dream and whether it is possible without debt.

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Investing Your Emergency Fund

Wed, 1 Sep 2021 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss investing your emergency fund.

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Cashout Refinance to Pay Down Debt

Mon, 30 Aug 2021 12:09:13 +0000

On this episode of DIY Money, Quint and Daniel talk about cashing out on a refinance to pay down debt.

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Developing Your Own Unique Investing Strategy

Wed, 25 Aug 2021 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel give advice on how to develop your own unique investing strategy.

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DIY Money Junior - Getting Started in Investing

Tue, 24 Aug 2021 15:07:06 +0000

On this episode of DIY Money, Quint and Daniel answer their first DIY Money Junior questions and talk about getting started in investing.

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Where to Invest Extra Cashflow

Wed, 18 Aug 2021 08:00:00 +0000

On this episode of DIY Money, Daniel and guest host Logan talk about where to invest extra cash flow.

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Banks vs Credit Unions

Mon, 16 Aug 2021 12:05:43 +0000

On this episode of DIY Money, Daniel and guest host Logan discuss the difference between banking with a large banking institution vs banking with a local credit union.

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How Political Events Affect Investing Markets

Wed, 11 Aug 2021 12:34:21 +0000

On this episode of DIY Money, Quint and Daniel discuss the influence that political events have on the market.

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Investing in Cryptocurrency

Sun, 8 Aug 2021 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss investing in cryptocurrency.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Should I Pay Off My Mortgage or Student Loans First?

Wed, 4 Aug 2021 12:25:19 +0000

On this episode of DIY Money, Quint and Daniel discuss whether you should first pay off your mortgage or your student loans.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Allocating Excess Cash

Wed, 28 Jul 2021 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel give advice on what to do with excess cash after you've maxed out all retirement account contributions and savings.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Special Episode Will Levis

Tue, 27 Jul 2021 15:04:42 +0000

On this episode of DIY Money, Quint interviews UK Football Quarterback, Will Levis, and talk football and finance.

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How to Keep Track of Financial Life

Sun, 25 Jul 2021 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel give advice on how to keep track of your financial life.

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Pausing Stock Investing to Buy Real Estate

Wed, 21 Jul 2021 08:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss whether you should stop investing in stock to buy real estate.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Buying a House Before Paying Off Student Loans

Sun, 18 Jul 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about whether you should have student loans paid off before buying a home.

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Passive and Affiliate Income

Thu, 15 Jul 2021 12:26:05 +0000

On this episode of DIY Money, Quint and Daniel talk about passive and affiliate income.

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When to Buy a House in Cash

Mon, 12 Jul 2021 13:04:43 +0000

On this episode of DIY Money, Quint and Daniel talk about when is the best time to buy a house in cash.

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Overcontributing to an IRA

Wed, 7 Jul 2021 10:01:00 +0000

On this episode of DIY Money, Quint and Daniel talk about overcontributing to an IRA.

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Which IRAs to Convert to Roth First

Sun, 4 Jul 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about Roth conversions and the strategy involved.

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When to Diversify Employer Stock

Wed, 30 Jun 2021 12:27:09 +0000

On this episode of DIY Money, Quint and Daniel talk about when to diversify employer stock.

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Mortgage Interest and Timing a House Purchase

Sun, 27 Jun 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about low mortgage interest rates and the timing of a house purchase in this current market.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

When to Use an Advisor

Wed, 23 Jun 2021 14:23:36 +0000

On this episode of DIY Money, Quint and Daniel discuss when you should consider using a financial advisor.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

House Hacking

Sun, 20 Jun 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about the strategy of House Hacking.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tax Considerations for Contractors

Wed, 16 Jun 2021 12:44:50 +0000

On this episode of DIY Money, Quint and Daniel give advice on how to prepare for taxes if you are an independent contractor.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Pay Off High Interest Debt or Invest for Employer Match

Sun, 13 Jun 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel give advice on whether you should halt contributions in your 401K to pay off high-interest debt.

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Options for Unvested 401k

Wed, 9 Jun 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss options for an unvested 401K account.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Protecting Wealth From Dollar Drama

Sun, 6 Jun 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about protecting wealth from the dollar drama.

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Life Working in Finance

Wed, 2 Jun 2021 10:00:00 +0000

On this episode in DIY Money, Quint and Daniel spend this time talking about their careers in finance and how they got started.

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Investing an HSA

Sun, 30 May 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about the tax benefits of investing an HSA.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Special Episode: Real Estate Market Today with Kelly Karls

Wed, 26 May 2021 12:17:04 +0000

On this special episode of DIY Money, Quint talks about the current real estate market with Realtor Kelly Karls.

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Finding Money to Start a Business

Mon, 24 May 2021 12:41:54 +0000

On this episode of DIY Money, Quint and Daniel talk about a few ways to find money to start a business.

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Dollar-Cost Average vs. Lump Sum Investing

Wed, 19 May 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss the difference between dollar-cost averaging versus investing in a lump sum.

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Planning for Parents

Sun, 16 May 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel share their advice on planning for parents who did not prepare for retirement.

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How to Research Stock Investing

Wed, 12 May 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel share their favorite resources when it comes to researching stocks.

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Is Working Night Shifts Worth It

Sun, 9 May 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss whether working the night shift is worth it in the long run.

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What To Do With Extra Money After Refinance

Wed, 5 May 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel give advice on what to do with the extra money after refinancing your home.

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Trading in a Financed Car

Sun, 2 May 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel give advice on whether trading in your car and buying a new one makes sense when you still owe money on it.

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How to Financially Manage a Small Business

Wed, 28 Apr 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel give advice on how to approach your money as a small business owner.

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Are Online Banks Safe to Use?

Mon, 26 Apr 2021 15:28:30 +0000

On this episode of DIY Money, Quint and Daniel talk about the pros and cons of online banking.

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Should You Pay Yourself First?

Wed, 21 Apr 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel give their take on the popular phrase of "Paying Yourself First".

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Deciding on Investments in Your 401K

Sun, 18 Apr 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about how to choose investments within your 401K.

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Pay-off More Debt or Save for Next Auto

Wed, 14 Apr 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about what to do once you pay off one debt and how to prepare for the next large purchase.

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Income Tax on Selling Personal Items

Mon, 12 Apr 2021 16:52:34 +0000

On this episode of DIY Money, Quint and Daniel talk about reporting income tax on selling personal items.

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Investing for Kids and Relatives

Wed, 7 Apr 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about investing for kids and relatives.

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Investing in Leveraged ETFs

Sun, 4 Apr 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about investing in index funds vs leveraged ETFs.

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Why Bond Fund Prices Go Down

Wed, 31 Mar 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about why bond fund prices go down.

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Bitcoin as an Investment

Sun, 28 Mar 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about their thoughts on investing in Bitcoin.

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Psychology Behind Charitable Giving

Thu, 25 Mar 2021 13:58:52 +0000

On this episode of DIY Money, Quint and Daniel discuss the psychology behind charitable giving.

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Short to Mid-Term Saving Allocation

Sun, 21 Mar 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel give advice on how to invest for short to mid-term goals.

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Allocation Based on Account Type

Wed, 17 Mar 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about deciding an allocation based on account type.

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Assessing Second Job

Sun, 14 Mar 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss whether acquiring a second job to pay off debt faster is worth the time and effort.

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Becoming a CFP

Wed, 10 Mar 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel give advice on getting into the financial planning field and becoming a CFP.

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Is It Ok To Use a HELOC?

Sun, 7 Mar 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss when it is appropriate to use a Home Equity Line of Credit.

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Will I Have Enough to Retire?

Wed, 3 Mar 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel give advice on how to determine how much you should be saving to have enough for your retirement.

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When to Pay Off Debt vs Making Retirement Contributions

Mon, 1 Mar 2021 13:27:38 +0000

On this episode of DIY Money, Quint and Daniel discuss when to pay off debt versus using that money to make retirement contributions.

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Investing vs Pay-Off Debt

Wed, 24 Feb 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss whether you should invest or pay off debt.

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Avoiding Lifestyle Bloat

Sun, 21 Feb 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about avoiding a lifestyle bloat.

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When to Pay-Off Debt With Cash on Hand

Wed, 17 Feb 2021 13:51:04 +0000

On this episode of DIY Money, Quint and Daniel advise on when to pay-off a debt when you have the cash on hand.

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Staying Motivated to Pay Off Debt

Sun, 14 Feb 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel give advice on how they stay motivated to pay off debt.

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Buying Employer Stock

Wed, 10 Feb 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about buying employer stock options.

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What Do You Invest In? What About Capital Gains?

Sun, 7 Feb 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss what they have in their portfolios and how they manage them for themselves. They also discuss how they handle capital gains.

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Renters Insurance

Wed, 3 Feb 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about renters insurance and how much coverage you should get.

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Roth Conversion Rules

Mon, 1 Feb 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss Roth Conversions and how they work.

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GameStop Stock Frenzy Explained

Fri, 29 Jan 2021 13:29:10 +0000

On this special episode of DIY Money, Quint and Daniel explain what you need to know about the GameStop stock frenzy.

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Roth IRA 5-Year Rule

Wed, 27 Jan 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss the Roth IRA 5-Year rule.

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How to Get Started as a Writer

Tue, 26 Jan 2021 19:27:12 +0000

On this episode of DIY Money, Quint and Daniel talk about what it takes to get started as a writer.

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Contribute to Accounts Outside 401K

Wed, 20 Jan 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about contributing to accounts other than your employer's 401K.

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Roth IRA Tax Benefits Explanation

Sun, 17 Jan 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel go in-depth to explain the tax benefits of a Roth IRA.

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Cleaning up Porfolio of Random Investments

Wed, 13 Jan 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel advise on how to clean up a portfolio of random investments.

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Balancing Different Savings Goals

Sun, 10 Jan 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss how to balance out different savings goals.

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How to Set-Up a Side Hustle

Wed, 6 Jan 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about the ins and outs of setting up a side hustle.

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Working With Parents Advisors

Sun, 3 Jan 2021 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about working with your parent's financial advisors and how you should engage with them to ensure you get the most out of their assistance.

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First Time Home Buying

Wed, 30 Dec 2020 14:41:36 +0000

On this episode of DIY Money, Quint and Daniel give advice to first home buyers.

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Tax Implications of Side Hustles

Sun, 27 Dec 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss tax implications when starting a new side hustle.

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Investing in a New Business Opportunity

Wed, 23 Dec 2020 13:38:19 +0000

On this episode of DIY Money, Quint and Daniel give their recommendations on what to do when there is excess cash in the budget and whether to invest in a new business opportunity.

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Downsizing Homes

Sun, 20 Dec 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss when you should consider downsizing homes.

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Budgeting Surplus

Wed, 16 Dec 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about what their strategies are when they come across a monthly budgeting surplus.

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Should You Save Money or Pay Off Debt?

Sun, 13 Dec 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss whether you should be saving more for retirement or pay off debt sooner?

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Saving for Unexpected Family Planning Expenses

Wed, 9 Dec 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel give advice on saving for unexpected family planning expenses.

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Mutual Fund Fees vs Performance

Sun, 6 Dec 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss how to determine the balance between the rate of return and the expense ratio of funds.

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Roth IRA Saving

Wed, 2 Dec 2020 13:48:35 +0000

On this episode of DIY Money, Quint and Daniel discuss using a Roth IRA as a savings tool.

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Annuity and Retirement

Mon, 30 Nov 2020 16:22:45 +0000

On this episode of DIY Money, Quint and Daniel discuss planning for retirement outside of an annuity retirement option.

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Planning Around a Pension

Wed, 25 Nov 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss planning for retirement outside of a pension.

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How to Avoid Lifestyle Creep

Sun, 22 Nov 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about the lifestyle creep of expenses and how to avoid it.

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How Young Adults Can Set Themselves Up For Success

Wed, 18 Nov 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel give their advice on how young adults can set themselves up for success in the future.

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401K Rollovers with Roth and Traditional Funds

Sun, 15 Nov 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss what you need to know before rolling over a 401K with both Roth and Traditional funds.

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Cash Value Life Insurance

Wed, 11 Nov 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss their thoughts on cash value life insurance and whether it is the right fit for you.

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How Do You Save for a Wedding and a House?

Sun, 8 Nov 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk all things from buying a house, paying off debt, and whether you should use your 401K to do so.

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4% Withdrawl Rule

Wed, 4 Nov 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss how to determine how much you should be planning on saving for retirement and whether the 4% withdrawal rule is still valid.

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What to Expect From a Financial Planner

Sun, 1 Nov 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss what you should expect when you are planning to meet with a financial advisor.

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How to Legitimize a Business

Wed, 28 Oct 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel give advice on how to legitimize a business.

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How to Save for Short-Term Goals

Sun, 25 Oct 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel share their personal strategies for saving for short-term financial goals.

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Dollar-Cost Averaging Vs. Lump-Sum Investing

Wed, 21 Oct 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about the differences between two different investment strategies and what may be best for you depending on your timeline.

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Index Funds vs Total Market

Mon, 19 Oct 2020 12:18:51 +0000

On this episode of DIY Money, Quint and Daniel talk about the differences between investing in a total stock market index fund and an S&P 500 index fund.

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Financial Planning for Relatives With Special Needs

Wed, 14 Oct 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss saving and planning for a family member or a loved one with special needs.

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Maxing Out a 401K and Early Retirement

Sun, 11 Oct 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel give their advice on what to do if you are looking to retire early and strategies for avoiding a large tax burden when you are maxing out your 401K.

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Should You Pay Off or Close Your Credit Cards Before Applying For a Mortgage?

Thu, 8 Oct 2020 13:27:03 +0000

On this episode on DIY Money, Quint and Daniel discuss whether you should pay off or close your credit cards before applying for a mortgage.

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Refinancing Your Mortgage

Mon, 5 Oct 2020 13:47:16 +0000

On this episode of DIY Money, Quint and Daniel discuss if it is worth it for you to refinance your mortgage.

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Side Hustle Spotlight

Wed, 30 Sep 2020 17:49:40 +0000

Ashley Struble was let go from her job due to not being able to find child care during the Covid Pandemic. Rather than sit around and stew in frustration she took it upon herself to launch a side hustle which has quickly turned into a nice small business with outstanding returns. In this episode Quint talks to Ashley about exactly what she did and how you too can turn a small idea into a hefty profit.

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Money in Marriage

Tue, 29 Sep 2020 12:40:37 +0000

On this episode of DIY Money, Quint and Daniel give their advice on living a financially happy marriage and why it is important to be on the same page with your spouse.

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Credit Card vs. Cash

Wed, 23 Sep 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss the pros and cons of using a credit card vs. paying with cash when making a purchase.

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What to Consider When Purchasing a New Car

Sun, 20 Sep 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about their personal approaches to purchasing a new car.

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How to Make the Most of Extra Income

Wed, 16 Sep 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss how to make the most of extra income.

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Life Insurance for Children

Mon, 14 Sep 2020 17:09:21 +0000

On this episode of DIY Money, Quint and Daniel discuss ways on how to save money for your children's future.

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Diversifying Your Portfolio for a Weak Dollar

Wed, 9 Sep 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about the importance of a well-diversified portfolio.

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Caring Financially for Parents

Sun, 6 Sep 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss caring financially for parents.

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How Much to Spend on Housing

Wed, 2 Sep 2020 13:35:41 +0000

On this episode of DIY Money, Quint and Daniel discuss how much of your income you should spend on housing.

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Selling and Re-Entering the Stock Market

Sun, 30 Aug 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about what to do if you panic sell and how to re-enter the market.

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Tax-Advantaged Ways to Pay Student Loans

Mon, 24 Aug 2020 12:04:00 +0000

On this episode of DIY Money, Quint and Daniel discuss some tax-advantaged ways to pay student loans.

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How to Repair and Build Credit

Wed, 19 Aug 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss ways to repair and build your credit score.

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When to Accrue for Expenses

Sun, 16 Aug 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel talk about their strategies for accruing for future expenses.

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Robo Advisors vs Self Investing

Wed, 12 Aug 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss the differences of investing with a Robo Advisor or going a Self Directed route.

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Should You Leave Your Job to Attend School?

Sun, 9 Aug 2020 10:00:00 +0000

In this episode of DIY Money, Quint and Daniel discuss whether quitting your job to attend school is a good idea.

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How to Pay Yourself as a Business Owner

Wed, 5 Aug 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss how to determine your salary as a small business owner and where to set aside for retirement.

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Where to Hold Cash for Future Home Purchase

Mon, 3 Aug 2020 12:56:01 +0000

On this episode of DIY Money, Quint and Daniel discuss where to park your cash for the use of a future home purchase.

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What Has The Pandemic Changed For You?

Wed, 29 Jul 2020 13:26:58 +0000

On this episode of DIY Money, Quint and Daniel discuss what they've learned throughout this recent pandemic and the importance of being prepared for what could come next.

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How to Calculate Withholding for Your Paycheck

Sun, 26 Jul 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss the benefits of reducing the tax withholdings on your paychecks and how to calculate your own withholdings.

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Avenues to Create More Margin

Wed, 22 Jul 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss avenues to create more margin and the importance of defining your own financial goals.

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Using Debt to Bridge Gap with Starting a Business

Sun, 19 Jul 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss how you can use debt in your favor.

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How to Choose Where to Invest Next

Wed, 15 Jul 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss ways to use excess cash.

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Robo Advisors vs Index Funds

Sun, 12 Jul 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel go over the differences of investing with a Robo Advisor or in an Index Fund.

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Betting on Student Loan Forgiveness

Thu, 9 Jul 2020 14:05:52 +0000

On this episode of DIY Money, Quint and Daniel discuss the possibility of student loan forgiveness in this upcoming election.

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Is Now a Good Time to Invest?

Sun, 5 Jul 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss whether now is a good time to invest given the current environment.

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What is Thematic Investing?

Wed, 1 Jul 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel go in-depth about the rise of thematic investing.

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Using a Roth IRA for Home Buying

Sun, 28 Jun 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss what to consider before pulling out your Roth IRA into a home down payment.

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Investing for Wealth Development

Wed, 24 Jun 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel discuss building wealth outside of retirement accounts.

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Where to Begin Your Financial Journey

Sun, 21 Jun 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel give advice on where to begin your financial journey.

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What to Start Investing In

Wed, 17 Jun 2020 10:00:00 +0000

On this episode of DIY Money, Quint and Daniel give blanketed advice on investments and where to start when you are ready.

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How Many Investments to Own?

Wed, 10 Jun 2020 11:00:00 +0000

On this episode of DIY Money, Daniel explores how you can achieve diversification with as little as one mutual fund thanks to the low-cost target-date index funds being offered by many brokerages today.

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Liquidity and Debt Payoff

Sun, 7 Jun 2020 11:00:00 +0000

On this episode of DIY Money, Daniel discusses the benefits of liquidity while paying off debt and why it all comes down to math.

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Using a Health Savings Account (HSA)

Thu, 4 Jun 2020 22:57:40 +0000

On this episode of DIY Money, Quint and Daniel break down the benefits of using a health savings account (HSA for short!) in your financial plan.

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Financial Safety Nets

Sun, 31 May 2020 10:00:00 +0000

In this week's episode Quint and Daniel discuss what resources and strategies are available to those who have run out of options during these difficult times.

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Multiple Streams of Income

Wed, 27 May 2020 10:00:00 +0000

In today's episode Quint and Daniel discuss the difference between active and passive income and the various ways you can use them to diversify your income.

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How to Pay Taxes on Gifts

Sun, 24 May 2020 10:00:00 +0000

In this week's episode Quint and Daniel discuss the tax rules for large gifts of cash and how to use them.

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IRA vs. Roth IRA

Wed, 20 May 2020 10:00:00 +0000

In this week's episode Quint and Daniel explain the differences between and IRA and a Roth IRA and the rules that come with each.

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Managing Finances in a Second Marriage

Sun, 17 May 2020 10:00:00 +0000

In this week's episode Quint and Daniel discuss whether or not to merge finances with a spouse coming from prior marriage with children.

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How to Handle Auto Loans

Wed, 13 May 2020 10:00:00 +0000

In this week's episode Quint and Daniel discuss how to pay off car loans and if its a good idea to borrow from a 401(K).

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Managing Sporadic Income

Sun, 10 May 2020 10:00:00 +0000

In this week's episode Quint and Daniel discuss how often they check their budgets and how to manage a budget with sporadic income.

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Staying on Course

Wed, 6 May 2020 10:00:00 +0000

How do you stay on track after reaching your goals? In this week's episode Quint and Daniel discuss various strategies they use to stay focused.

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How to Diversify on a Budget

Sun, 3 May 2020 12:41:47 +0000

In this week's episode Quint and Daniel discuss diversifying portfolios on a budget and managing trading fees abroad.

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Ways to Save for College

Wed, 29 Apr 2020 10:00:00 +0000

In this week's episode Quint and Daniel discuss the different investment strategies available for college.

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Employee Stock Options

Sun, 26 Apr 2020 22:00:00 +0000

In this week's episode Quint and Daniel discuss how to managing employee stock purchase plans.

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Mutual Funds vs ETFs

Wed, 22 Apr 2020 10:00:00 +0000

In this week's episode Quint and Daniel go over the differences between Mutual Funds and Exchange-Traded Funds.

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Taking CARE of Student Loans

Sun, 19 Apr 2020 10:00:00 +0000

In this week's episode Quint and Daniel dive into student loans and the CARES Act.

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Building Wealth

Wed, 15 Apr 2020 10:00:00 +0000

In this week's episode Quint and Daniel explore different philosophies for buying assets and what to do after maxing out retirement accounts.

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Should You Defer Your Debt?

Sun, 12 Apr 2020 10:00:00 +0000

In this week's episode Quint and Daniel discuss if its a good idea to defer debt payments during the coronavirus pandemic.

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Salary vs. Experience

Sun, 5 Apr 2020 10:00:00 +0000

Is it better to stay with a job you enjoy or switch jobs for a pay raise? In this week's episode Quint and Daniel tackle this question about employment and more.

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Using Your Stimulus Check

Wed, 1 Apr 2020 20:13:58 +0000

In this week's episode Quint and Daniel discuss the best uses for the stimulus check.

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Adjusting Your Budget in a Crisis

Sun, 29 Mar 2020 10:00:00 +0000

In this week's episode Quint and Daniel discuss the way their altering their budgets in response to the COVID-19 epidemic.

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How To Save For College

Wed, 25 Mar 2020 10:00:00 +0000

In this week's episode, Quint and Daniel the discuss different ways to save for your children's future while paying down debt.

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Home Renovation

Sun, 22 Mar 2020 10:00:00 +0000

In this week's episode Quint and Daniel discuss if you can spend too much on renovating your home.

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Retiring Outside of America

Wed, 18 Mar 2020 10:00:00 +0000

In this week's episode Quint and Daniel discuss the pros and cons of investing in retirement accounts for non-US citizens.

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Special - Covid19

Sun, 15 Mar 2020 10:00:00 +0000

In this week's episode Quint and Daniel take some time to share their thoughts on the coronavirus and the current situation its put the country in.

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Early Career Investing

Wed, 11 Mar 2020 10:00:00 +0000

In this weeks episode Quint and Daniel discuss how to start investing early on in a career and how to handle the taxes.

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Marriage, Taxes, and Retirement

Sun, 8 Mar 2020 10:00:00 +0000

In this episode Quint and Daniel discuss how your taxes and retirement savings can change when you get married.

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Playing the Credit Card Game

Wed, 4 Mar 2020 10:00:00 +0000

In this episode, Quint and Daniel discuss the rewards you can earn from credit cards and if there's such a thing as too many credit card.

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Is it a Good Idea to Consolidate Debt?

Sun, 1 Mar 2020 10:00:00 +0000

In this episode Quint and Daniel dive into the viability of debt consolidation.

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Backdoor Roth IRA

Wed, 26 Feb 2020 10:00:00 +0000

Should you invest in a backdoor Roth after maxing out your Roth IRA? In this week's episode Quint and Daniel discuss this and more.

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Choosing a Financial Planner

Sun, 23 Feb 2020 10:00:00 +0000

In this episode Quint and Daniel discuss the different ways Financial Planners are compensated and what to look for when choosing them.

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Moving to a New State

Wed, 19 Feb 2020 10:00:00 +0000

In this episode Quint and Daniel discuss their do's and don'ts for moving to a new state.

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Separating Business and Personal Finances

Sun, 16 Feb 2020 10:00:00 +0000

In this episode Quint and Daniel draw from their personal experiences to give tips on how to separate business and personal finances.

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Tackling Real Estate

Wed, 12 Feb 2020 10:00:00 +0000

Is it worth your time and money to invest in real estate? In this episode Daniel and Quint debate the pros and cons of investing in the housing market.

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Is Whole Life Insurance Worth It?

Sun, 9 Feb 2020 10:00:00 +0000

Is Whole Life an investment strategy? This is a hot topic among many folks these days which Daniel and Quint take head on.

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Using Private Savings Accounts

Wed, 5 Feb 2020 10:00:00 +0000

In this episode, Quint and Daniel discuss Credit Karma's saving account and private label solutions.

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Balancing Student Loans and Retirement

Sun, 2 Feb 2020 10:00:00 +0000

In this episode, Quint and Daniel discuss how to balance paying off student loans and investing in a 401(k).

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Prioritizing Credit Card Debt

Wed, 29 Jan 2020 10:00:00 +0000

In this episode, Quint and Daniel answer another listener's question concerning paying off credit card debt while paying life's expenses at the same time.

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Paying Unpredictable Medical Expenses

Sun, 26 Jan 2020 10:00:00 +0000

In this episode, Quint and Daniel talk about how you can prepare for unpredictable medical expenses.

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Money in Marriage

Wed, 22 Jan 2020 10:00:00 +0000

In this episode, Quint and Daniel discuss how you can set up financial goals when newly married. Once you are married, it is no longer your debt, it is OUR debt.

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Boomerang Children and Finances

Sun, 19 Jan 2020 10:00:00 +0000

This week’s episode is sponsored by Booknotes, get your 7-day free trial here: https://booknotes.page.link/DIYmoney
In this episode, Quint and Daniel talk about "boomerang children" (young adults who come back to live at home) and how to help propel them outside of the house.

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All About Financial Advisors

Wed, 15 Jan 2020 10:00:00 +0000

In this episode, Quint and Daniel discuss how you can know when to employ a financial advisor to enhance your personal finances.

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Home Renting or Buying?

Mon, 13 Jan 2020 00:05:28 +0000

In this episode, Quint and Daniel discuss the perks and downfalls of home renting/buying. The decision to rent or buy is always situational!

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Secured vs. Unsecured Loans

Wed, 8 Jan 2020 18:44:53 +0000

In this episode, Quint and Daniel discuss the differences between secured and unsecured loans and talk about taking out loans for your children.

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Saving for Your Parents

Mon, 6 Jan 2020 00:32:55 +0000

In this episode, Quint and Daniel discuss the nuances of saving for your parents and the steps you can take to ensure your own financial goals stay intact during the process.

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How to Allocate Your Budget

Wed, 1 Jan 2020 21:52:15 +0000

In this episode, Quint and Daniel discuss ways you can allocate your budget. Rules and general guidelines aren't as simple as they seem!

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Having Multiple Savings Accounts

Wed, 25 Dec 2019 19:34:36 +0000

In this episode, Quint and Daniel discuss whether or not you should have multiple savings accounts. Whatever works for you, do it, but don't overcomplicate it!

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Should You Put No Money Down?

Sun, 22 Dec 2019 21:21:42 +0000

In this episode, Quint and Daniel talk about no money down home buying and discuss strategies you can use to get the most bang for your buck.

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Investing Before Paying Down Debt

Sun, 15 Dec 2019 21:23:48 +0000

In this episode, Quint and Daniel discuss whether or not you should invest before paying down bad debt (credit card/student loans).

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Retirement Funds

Thu, 12 Dec 2019 02:34:36 +0000

In this episode, Quint and Daniel discuss the different retirement funds (Roth IRA/401 K) and explain how to choose which ones you should fund first.

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Prioritizing Saving Versus Loans

Mon, 9 Dec 2019 02:42:28 +0000

In this episode, Quint and Daniel answer a question about student loans and knowing when to pay them off rather than saving.

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Commissions and Budgets

Thu, 5 Dec 2019 04:36:05 +0000

In this episode, Quint and Daniel discuss how you can make a budget while working for commissions.

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Psychology and Providing for Your Kids

Sun, 1 Dec 2019 23:43:03 +0000

In this episode, Quint and Daniel discuss the concept of EOC (economic outpatient care) and how you can provide for your kids without making them reliant.

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Building Wealth While Self-Employed

Wed, 27 Nov 2019 17:50:37 +0000

In this episode, Quint and Daniel discuss how you can build wealth while self-employed, specifically in the context of a musical artist.

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Grocery Budgeting

Sun, 24 Nov 2019 23:43:33 +0000

In this episode, Quint and Daniel discuss how they form their grocery budgets and how financial psychology plays into your budget.

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Renting vs. Purchasing

Wed, 20 Nov 2019 15:40:01 +0000

In this episode, Quint and Daniel discuss transitioning from renting to purchasing a home and whether it's a good idea in the first place.

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Financially Preparing For Death

Sun, 17 Nov 2019 21:48:48 +0000

In this episode, Quint and Daniel answer a question concerning how you can financially prepare for you or your spouse's death.

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Internationally Diversifying Your Portfolio

Thu, 14 Nov 2019 01:29:51 +0000

In this episode, Quint and Daniel answer another listener's question, this time concerning portfolio allocation with US and International stocks.

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How to Compare Work Benefits

Mon, 11 Nov 2019 01:56:01 +0000

In this episode, Quint and Daniel answer another listener's questions, this time concerning how to choose between jobs based on its work benefits.

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Teaching Your Kids the Basics of Money

Wed, 6 Nov 2019 22:16:51 +0000

In this episode, Quint and Daniel discuss strategies they have used when teaching their kids about money/personal finance.

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Avenues to Building Wealth

Sun, 3 Nov 2019 20:09:38 +0000

In this episode, Quint and Daniel answer a listener's question concerning ways you can build wealth once you have taken care of debt and retirement.

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Tracking Credit Card Expenses

Wed, 30 Oct 2019 18:51:11 +0000

In this episode, Quint and Daniel discuss how to track expenses when using credit cards given the expense is not taken immediately.

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Paying Off Loans

Sun, 27 Oct 2019 22:16:01 +0000

In this episode, Quint and Daniel discuss knowing when and how to pay off certain loans.

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How to Maximize Multiple Savings Accounts

Wed, 23 Oct 2019 19:59:03 +0000

In this episode, Quint and Daniel make suggestions towards maximizing multiple savings accounts, whether it is an emergency fund or for investing.

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Maximizing Your Margins

Sun, 20 Oct 2019 16:18:33 +0000

In this episode, Quint and Daniel run through the steps of budgeting, tracking expenses, creating goals, and maximizing margin.

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Saving for a Rainy Day

Wed, 16 Oct 2019 18:28:52 +0000

In this episode, Quint and Daniel discuss the steps you can take to start creating a "rainy day" fund.

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How to Handle Student Loans

Sun, 13 Oct 2019 19:31:58 +0000

In this episode, Quint and Daniel discuss the cost-benefits of taking out student loans and answer a question about paying off student debt.

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How to Create Passive Income

Wed, 9 Oct 2019 21:18:28 +0000

In this episode, Daniel and Quint answer another listener's question, this time concerning ways to create passive income.

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Day Trading and an Eventual Recession

Wed, 2 Oct 2019 18:05:54 +0000

In this episode, Quint and Daniel talk about whether or not day trading is a good idea given the chance of a coming recession.

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5 Steps to Improving Your Personal Finances Pt. 2

Sun, 29 Sep 2019 16:23:23 +0000

In this episode, Quint and Daniel pick up where they left off explaining how to improve your personal finances.

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5 Steps to Improving Your Personal Finances

Wed, 25 Sep 2019 17:51:53 +0000

In this episode, Quint and Daniel lay out 5 steps that you can take towards creating a better financial life for yourself.

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Mobile Investing Apps Guide

Sun, 22 Sep 2019 16:06:59 +0000

In this episode, Quint and Daniel dive into mobile investing apps such as Robinhood, Acorns, and Stash.

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Playing the Housing Market

Wed, 18 Sep 2019 19:20:40 +0000

In this episode, Quint and Daniel talk about the current housing market conditions and answer a question concerning kid's schooling and ancillary debt.

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How to Handle a Potential Recession

Sun, 15 Sep 2019 21:58:54 +0000

In this episode, Quint and Daniel talk about what you can do to prepare for the next recession.

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Home Mortgage and Investing

Wed, 11 Sep 2019 15:21:42 +0000

In this episode, Quint and Daniel talk about paying off a mortgage while investing or saving.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ways to Give Without Breaking Your Budget

Sun, 8 Sep 2019 16:24:58 +0000

In this episode, Quint and Daniel share their personal experiences with giving and discuss ways you can give without breaking your budget.

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How to Handle an Emergency Fund

Wed, 4 Sep 2019 21:38:51 +0000

In this episode, Quint and Daniel discuss how to navigate the online space to find the right place to hold your emergency fund.

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Paying Down Debt

Sun, 1 Sep 2019 16:38:58 +0000

In this episode, Quint and Daniel discuss ways to start paying down credit card and long term debts. Paying down debts can be your first step towards responsible and consistent personal finance habits.

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Giving to Charity

Thu, 29 Aug 2019 22:49:19 +0000

In this episode, Quint and Daniel discuss giving money to charities, churches, or to those in need and go into depth about certain tax deductions that you are entitled to.

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Tax Havens and Retirement Savings

Sun, 25 Aug 2019 17:30:29 +0000

Quint and Daniel answer another listener's question, this time concerning tax havens for small business owners.

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How to Maintain Separate Finances

Wed, 21 Aug 2019 16:01:35 +0000

Quint and Daniel discuss how to maintain separate finances with a significant other - or if you should in the first place.

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Knowing When to Save or Invest

Sun, 18 Aug 2019 16:33:24 +0000

Quint's back, and in this episode, him and Daniel discuss how to save and invest money at the same time.

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Vacationing on a Budget

Wed, 14 Aug 2019 18:04:02 +0000

Daniel's in the studio while Quint calls in from vacation to answer another listener's question concerning tips and tricks on how to vacation on a budget.

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Own It! Being Cheap

Sun, 11 Aug 2019 20:03:55 +0000

Quint calls in from vacation to talk with Daniel about friendships and relationships when you're scared about looking cheap.

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How to Handle Debt

Wed, 7 Aug 2019 19:06:43 +0000

Daniel's on vacation, so Quint tackles a listener's question concerning debt by himself on this episode.

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How to Develop a Budget

Sun, 4 Aug 2019 18:13:43 +0000

Quint and Daniel sit down and discuss ways that you can start and maintain a budget.

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Mortgages and Relationships

Wed, 31 Jul 2019 15:11:03 +0000

Quint and Daniel answer another listener question concerning everything to do with home mortgages. Be sure to submit your question to podcast@diymoney.org for a chance to win a $25 Amazon gift card!

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Having Fun Frugally

Mon, 29 Jul 2019 04:24:48 +0000

Quint and Daniel discuss ways to have fun with friends or your significant other while keeping your financial status in mind.

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The Nuances of Investment Accounts

Wed, 24 Jul 2019 17:30:10 +0000

Quint and Daniel answer a question regarding Roth and Traditional IRA's, and they discuss the nuances associated with opening an investment account.

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How Much Insurance Should You Have?

Fri, 19 Jul 2019 16:03:34 +0000

Quint and Daniel discuss insurance policy decisions and how you should go about "breaking up" with your wealth advisor.

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Budgeting Life's Expenses

Tue, 16 Jul 2019 14:39:49 +0000

Quint and Daniel answer another listener's question. This time, they discuss how they allocate their money and budget for expenses.

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Is Debt Ever "Good"?

Sat, 6 Jul 2019 17:00:00 +0000

Quint and Daniel sit down and discuss the question of "Is Debt Ever Good?"

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Valuing a Business

Tue, 2 Jul 2019 17:16:21 +0000

In this episode, Quint and Daniel discuss appraising a new business and specifically address the nuances of the process when family is involved.

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How to Start Investing

Fri, 28 Jun 2019 13:05:48 +0000

There are many ways to start investing, but the first step involves learning and asking questions.

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Disciplined Budgeting - It Never Ends

Mon, 24 Jun 2019 17:14:45 +0000

Daniel and Quint sit down and answer another listener's question regarding budgeting. Make sure to submit your question for a chance to win a $25 Amazon E-Card.

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Don’t be Dumb with Large Purchases

Sun, 16 Jun 2019 18:00:00 +0000

This week’s listener question comes from Matt who asks ‘what’s the best way to save for a car or other large purchases’.

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Financial Goals for Each Decade of Your Life

Fri, 14 Jun 2019 18:00:00 +0000

Daniel and Quint walks listeners through a decade by decade playbook regarding various financial goals. How are you doing when it comes to your financial road map?

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$25.00 for your question!!

Tue, 11 Jun 2019 15:05:44 +0000

We want to engage with you and we're going to give you an incentive to make it happen. Send us your audio question and if we use your clip on air we'll send you a $25.00 Amazon e-gift card. No strings attached! The easiest $25.00 you'll ever make. Instructions on how to do so are in this podcast!

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Real Estate Purchase for Small Business Owners

Sat, 8 Jun 2019 18:00:00 +0000

Quint walks listeners through a real estate purchase he recently completed which gives a good look into a strategy that can be used by small business owners to unlock additional value.

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Side Hustle - Part 2 Interview with Amazon Legend Matt Carlett

Mon, 3 Jun 2019 17:37:58 +0000

A few years ago Matt Carlett needed to make some extra money. The writing was on the wall that his kids were growing up fast and his job did not give him the opportunity he wanted to spend with his children. He took matters into his own hands and begun exploring the world of retail arbitrage. Fast forward a few years and Matt is now one of the largest Amazon merch sellers. You're gonna love his story.

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Side Hustle - Part 1 Interview with Amazon Legend Matt Carlett

Sat, 25 May 2019 18:00:00 +0000

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Credit Cards Rewards are Enticing Can you Handle it?

Wed, 22 May 2019 22:09:57 +0000

Whether it's a free flight or the coveted Companion Pass, credit card promotions are all the rage, but are they right for all?

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Saving for Children with Special Needs

Fri, 17 May 2019 18:53:56 +0000

In this podcast Daniel and Quint discuss the niche market of savings for children with Special Needs. There are some tricky nuances to understand.

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Dave Ramsey's Debt Snowball - Yea or Nay

Fri, 10 May 2019 17:11:43 +0000

Dave Ramsey has popularized a method of debt repayment called the Debt Snowball. In this podcast Daniel and Quint discuss this in depth and give their thoughts.

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Mistakes - Making Lemonade Out of the Lemons

Wed, 8 May 2019 16:07:42 +0000

In this podcast Daniel and Quint revisit some of their past financial mistakes and break down some of the positive lessons learned.

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Own It! Relationship and Money

Mon, 6 May 2019 18:26:13 +0000

This week Daniel and Quint take a look at money and relationships. If you're not owning your partner's financial position you're already a step behind.

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Money Mistakes

Tue, 30 Apr 2019 18:14:03 +0000

Despite our best efforts we will make mistakes when it comes to money. Over the years Quint and Daniel have seen them all and in this podcast discuss some of the common and most damaging money mistakes.

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Like a Roth to a Flame

Wed, 24 Apr 2019 00:25:10 +0000

Have you ever wondered what exactly a Roth IRA is? Is this a strategy you should be using? In this week's DIY Money, Quint and Daniel discuss all the particulars regarding this unique savings strategy.

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Cut or Create - You Must Make Margin

Sat, 20 Apr 2019 15:40:05 +0000

In this hard hitting episode, Quint and Daniel look at the only way to make financial progress. Once you've established the budget and have discipline in your daily financial practice, you must either cut or create margin in order to make progress! What are you waiting for?

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401k BootCamp

Wed, 17 Apr 2019 10:47:52 +0000

One of the best retirement savings options is your company retirement plan. Whether it's a 401k, 403b, or 457, the best place to start saving is before the money ever hits your bank account. This week Daniel and Quint take us into the world of 401k savings and the nuances surrounding the plans.

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Piggy Bank of Benjamins

Thu, 11 Apr 2019 13:53:18 +0000

If you have children odds are you've wondered about saving for their future. There is no shortage of options from a 529 plan, ESA or a custodial account. In this episode Quint and Daniel discuss the pros and cons of saving for children. With a unique perspective on what's out there the information discussed may shock you.

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Screw the Joneses

Thu, 4 Apr 2019 11:52:17 +0000

Let's face it, it's not easy to say no to the next shiny thing. Whether it's FaceBook or Instagram the great life of others is around every corner. We all know that keeping up with the Joneses can be a terrible financial plan so why do we do it and how can we stop? This week we discuss in depth some important life lessons when it comes to the Joneses and the critical importance of delayed gratification.

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Why Even Have a Budget

Wed, 27 Mar 2019 15:43:16 +0000

While we realize you may be getting sick of the subject matter, Quint and Daniel take one last stab at the topic and importance of budgeting. In this episode they take a look at just why someone would even have a budget. When it comes to debt reduction and setting future financial goals is there any other way?

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Top 5 Budgeting Mistakes

Fri, 22 Mar 2019 10:13:31 +0000

Quint & Daniel conclude this series in budgeting as they visit some of the common mistakes people make when developing a budget.

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From Monitoring to Managing - How to go from tracking your expenses to actually developing a budget.

Sat, 16 Mar 2019 14:14:50 +0000

In this week's DIY Money Quint and Daniel pick up after week 1 when they discussed the first step to developing a budget, tracking your expenses. Once you've started tracking those expenses the next step is to properly categorize and systematize your spending plan.

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Marriage & Money

Wed, 13 Mar 2019 19:29:51 +0000

In this episode Daniel and Quint discuss one of the most important topics, marriage and money. Unfortunately when it comes to finances most fall short which leads to frustration, bitterness and sometimes even divorce. In this practical guide Quint discusses just how important it is to identify the family CFO and discusses the critical rolls each person must play in order to achieve success.

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DIY Money - What's an Index Fund

Sat, 9 Mar 2019 16:00:07 +0000

Index funds are now the most popular investment vehicle on the planet. Yet, most people aren't really a ware of what they are. In this week's DIY Money, Quint and Daniel break down just what an Index fund is so you no longer have to pretend. Special thanks to www.BendSound.com for the background music on our intro.

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Welcome to DIY Money!

Fri, 1 Mar 2019 21:42:14 +0000

In this very first DIY Money podcast Quint and Daniel tackle two of the most importance steps towards financial success. How does one actual start a budget? What if a couple has good income but at the end of the month there just isn't anything left? Welcome to the new journey that is DIY Money!

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