Synopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodes
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HSA v. Paying off Mortgage
21/02/2024 Duration: 18minQuint and Logan talk about funding an HSA versus funding other goals like paying off your house.
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Backdoor Roth IRA
19/02/2024 Duration: 20minAllie 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
16/02/2024 Duration: 15minQuint 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?
14/02/2024 Duration: 21minQuint 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
12/02/2024 Duration: 15minDaniel 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
09/02/2024 Duration: 17minAllie 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
07/02/2024 Duration: 19minDaniel and Logan talk about how to navigate spending and budgeting in a relationship.
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Saving for Retirement & Taxes when Self-Employed
05/02/2024 Duration: 20minQuint 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
02/02/2024 Duration: 16minQuint and Logan talk about the most important things to teach young people about personal finance.
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How to Value Real Estate
31/01/2024 Duration: 18minWe 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
29/01/2024 Duration: 14minLogan 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?
26/01/2024 Duration: 15minLogan and Allie tackle a great questioner from a young listener about how banks work.
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Hiring a Financial Advisor
24/01/2024 Duration: 21minQuint and Logan talk about hiring a financial advisor and what that process actually looks like.
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How to Treat Debt Forgiveness
22/01/2024 Duration: 16minDaniel 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
19/01/2024 Duration: 16minQuint and Logan dive into 529 plans and different strategies for these accounts.
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Business Bank Account
17/01/2024 Duration: 14minLogan and Allie talk through opening a business bank account and what you should look out for.
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Budgeting for Flexible Income
15/01/2024 Duration: 16minQuint and Daniel talk through budgeting when you do not have a steady income.
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Back to the Basics: Wealth Creation
12/01/2024 Duration: 23minDaniel 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
10/01/2024 Duration: 23minAllie 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
08/01/2024 Duration: 13minQuint and Logan talk about margin, what it is, and how to get more of it.