Synopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodes
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Real Estate Syndicate
04/10/2023 Duration: 20minOn 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
02/10/2023 Duration: 15minOn 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
29/09/2023 Duration: 14minOn 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
27/09/2023 Duration: 15minOn 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
25/09/2023 Duration: 17minOn 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
22/09/2023 Duration: 16minOn 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
20/09/2023 Duration: 14minOn 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
18/09/2023 Duration: 15minOn 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?
15/09/2023 Duration: 16minOn 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
13/09/2023 Duration: 16minOn 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?
11/09/2023 Duration: 18minOn 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
08/09/2023 Duration: 17minOn 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”
06/09/2023 Duration: 46minOn 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?
04/09/2023 Duration: 19minOn 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
01/09/2023 Duration: 17minOn this episode of DIY Money, Quint and Allie talk through the differences between common and preferred stock.
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401K Versus IRA
30/08/2023 Duration: 20minOn this episode of DIY Money, Quint and Allie talk about prioritizing contributions to a 401K versus IRA.
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Financial Marriage Advice
28/08/2023 Duration: 16minOn this episode of DIY Money, Quint and Logan talk about financial marriage advice.
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Whole Life Insurance
25/08/2023 Duration: 17minOn this episode of DIY Money, Quint and Daniel talk all things whole life insurance.
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Planning and Saving With a Disability
23/08/2023 Duration: 14minOn 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
21/08/2023 Duration: 13minOn this episode of DIY Money, Quint and Daniel rehash the DIY Money steps and talk about building in an HSA to your financial plan.