Synopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodes
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What are "Earnings"?
23/07/2025 Duration: 18minQuint and Logan talk about analyzing companies through their earnings numbers and multiples.
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Big Beautiful Series: No Tax on Social Security?
18/07/2025 Duration: 13minLogan and Allie breakdown the Big Beautiful Bill’s adjustments to taxes for seniors.
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Big Beautiful Series: Tips and Overtime
16/07/2025 Duration: 15minLogan and Allie break down the new tax rules on tips and overtime.
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Big Beautiful Series: Market Impact
14/07/2025 Duration: 19minQuint and Logan talk through the market impact of the “Big Beautiful Bill” passing.
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Retirement Accounts in Trusts
11/07/2025 Duration: 17minAllie 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.
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Debts at Passing
09/07/2025 Duration: 14minQuint and Allie talk about what happens to debts after someone passes away.
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Index Fund Construction
07/07/2025 Duration: 17minQuint 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.
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DIY Money Jr - Impulse Buying
04/07/2025 Duration: 13minLogan and Allie talk about ways to avoid impulse buying.
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Saving By Giving: Donor Advised Fund
02/07/2025 Duration: 14minLogan and Allie talk through giving strategies and whether or not they can help you with monthly cash flow.
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Solo 401k v. Roth IRA
30/06/2025 Duration: 15minLogan and Allie talk about good saving principles to follow especially when you have a small business.
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All Things Investing - Stock Picking
27/06/2025 Duration: 21minLogan and Quint talk all things individual stocks.
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All Things Investing - Getting Started
25/06/2025 Duration: 24minQuint and Logan talk about the basics of laying your investing foundation.
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All About Investments - Taxes and Accounts
23/06/2025 Duration: 29minQuint and Allie kick off a three part series on investing. They discuss different investment accounts and the taxes of each.
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Buying Fractional Shares
20/06/2025 Duration: 15minAllie and Logan break down buying fractional shares and the benefits of doing so.
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DIY Money Jr - How to Get Started in Investing
18/06/2025 Duration: 12minLogan and Allie answer a junior question about getting started with investing and how much to invest.
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Choosing an Advisor
11/06/2025 Duration: 16minQuint and Allie talk about what to look for if you want a financial advisor.
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ETF v. Mutual Funds
09/06/2025 Duration: 16minQuint and Logan talk about the differences in mutual funds and ETFs and what to use in your portfolio.
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When to Use the Fast Cash?
06/06/2025 Duration: 14minQuint and Allie take a question about when to use fast cash.