Synopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodes
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Traditional or Roth 401(k)
24/05/2024 Duration: 22minQuint and Logan explain how to decide between a Traditional or Roth 401(k).
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Big Raise? Now What?
22/05/2024 Duration: 16minQuint and Allie talk about what to do when you get a big raise.
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Disability Insurance
20/05/2024 Duration: 15minQuint and Daniel talk about how disability insurance factors into your financial plan.
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Simplifying Your Portfolio
17/05/2024 Duration: 14minDaniel and Allie talk about taking a portfolio from individual stocks to ETFs and mutual funds.
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Leveraged ETFs & Volatility
15/05/2024 Duration: 14minDaniel 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
13/05/2024 Duration: 16minQuint 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?
10/05/2024 Duration: 18minQuint and Logan discuss investing in I bonds and why to own bonds at all.
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Margin Loans
08/05/2024 Duration: 17minQuint and Daniel talk about taking out margin specifically on stock plans.
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Appropriate Percentages for Budgeting
06/05/2024 Duration: 20minQuint and Allie talk about how much to allocate to each category of your budget.
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Putting Your Home in a Trust
03/05/2024 Duration: 22minQuint and Logan talk about estate planning and utilizing a trust account properly.
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Debt Sent to Collections
01/05/2024 Duration: 20minQuint and Allie talk through negotiating and paying off debt that has been sent to collections.
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Ethical Investing
29/04/2024 Duration: 18minLogan 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
26/04/2024 Duration: 40minQuint 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
24/04/2024 Duration: 19minQuint and Allie talk about student loans and the new SAVE repayment plan.
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Bitcoin ETFs
22/04/2024 Duration: 22minQuint and Logan talk about Bitcoin and purchasing it through an exchange-traded fund.
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DIY Money JR - When to Invest
19/04/2024 Duration: 17minAllie and Logan answer this junior question about when to get started investing.
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Money Hack: The HSA
17/04/2024 Duration: 14minDaniel 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
15/04/2024 Duration: 20minShould 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
12/04/2024 Duration: 14minLogan and Allie talk about investing large sums of money for short term goals.
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When to Take Social Security
10/04/2024 Duration: 18minQuint and Logan break down the math of taking social security early versus waiting till later in retirement.