Synopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodes
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Credit Card "Hack" - Adding Kids to Parent's Credit Card
08/04/2024 Duration: 14minAllie and Daniel talk about this credit card "hack" for helping your kids build credit.
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Buy When the Market is Down
05/04/2024 Duration: 17minQuint and Allie answer a question about buying stocks on days the market is down.
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Fees on Your Investments
03/04/2024 Duration: 14minQuint 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
01/04/2024 Duration: 17minWhat can an age difference mean for your financial planning? Allie and Daniel weigh in.
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Budgeting with Multiple Accounts
29/03/2024 Duration: 17minQuint and Logan explain tracking your budget with multiple accounts like savings, checking, and credit cards.
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Changing Investment Strategy
27/03/2024 Duration: 15minQuint and Daniel talk through changing investment strategies from individual stocks to index funds and ETFs.
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Bringing on a Tax Advisor?
25/03/2024 Duration: 18minLogan 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
22/03/2024 Duration: 24minQuint and Logan discuss how to evaluate individual stocks and their earnings reports.
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When Do You Need a Trust?
20/03/2024 Duration: 18minDaniel 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
18/03/2024 Duration: 14minQuint 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?
15/03/2024 Duration: 17minQuint and Daniel answer this great question from a young listener about owning/buying gold.
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Pulling Funds from Your 401K
13/03/2024 Duration: 17minLogan 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
11/03/2024 Duration: 17minQuint 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
08/03/2024 Duration: 16minQuint 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
06/03/2024 Duration: 23minQuint 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
04/03/2024 Duration: 22minQuint and Logan talk through tax advantages and strategies for giving stock to charity.
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Where to Hold Your Emergency Fund
01/03/2024 Duration: 17minDaniel and Allie talk through where to hold your emergency fund.
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Basics of a Roth IRA
28/02/2024 Duration: 13minLogan 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
26/02/2024 Duration: 16minDaniel 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
23/02/2024 Duration: 15minLogan and Allie talk about apps and resources to help you track your expenses.