Synopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodes
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Wise Home Remodels
18/08/2023 Duration: 15minOn this episode of DIY Money, Quint and Daniel talk about home remodels and how to wisely invest in your home to make money.
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Adjusting Retirement Savings for Near Term Goals
16/08/2023 Duration: 15minOn this episode of DIY Money, Quint and Daniel answer a question about adjusting 401K contributions to pay for kids college.
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Budgeting for Goals
14/08/2023 Duration: 19minOn this episode of DIY Money, Quint and Allie lay out how to budget for goals.
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Dividend Stocks and Reinvestment
11/08/2023 Duration: 20minOn this episode of DIY Money, Quint and Daniel discuss dividend paying stocks and reinvesting dividends.
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Planning for Death
09/08/2023 Duration: 19minOn this episode of DIY Money, Quint and Daniel talk about how to smartly plan for someone's passing.
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Company Stock Incentive Plans
07/08/2023 Duration: 19minOn this episode of DIY Money, Quint and Logan talk about various stock incentives like ISOs, RSUs, and NSOs.
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Actively Trading Your Roth IRA
04/08/2023 Duration: 14minOn this episode of DIY Money, Daniel and Logan discuss trading in a Roth IRA, the tax implications of doing so, and their thoughts on managing in this way.
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Tax Planning in a No Income Tax State
02/08/2023 Duration: 12minOn this episode of DIY Money, Logan and Allie talk about tax planning for states with no income tax.
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Municipal Bonds versus US Government Bonds
31/07/2023 Duration: 16minOn this episode of DIY Money, Daniel and Logan talk about municipal bonds and US government bonds. They talk about the pros of each and why you would add them to your portfolio.
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Should I Buy Solar Panels?
28/07/2023 Duration: 17minOn this episode of DIY Money, Quint and Daniel go in depth on the financial decision of buying solar panels.
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Changing Investments Due to Expense Ratio
26/07/2023 Duration: 14minOn this episode of DIY Money, Quint and Daniel discuss expense ratios and swapping one investment for another.
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Employee Stock Purchase Plans
24/07/2023 Duration: 20minOn this episode of DIY Money, Quint and Daniel talk about Employee Stock Purchase Plans.
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How to Get Past the Fear of Investing?
21/07/2023 Duration: 21minOn this episode of DIY Money, Quint and Logan talk about the important mental aspect of investing.
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529 Penalties and Taxes
19/07/2023 Duration: 16minOn this episode of DIY Money, Quint and Logan clarify what actual fees and taxes you could pay on a 529 plan. They talk about some of the benefits of this plan as well.
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Lump Sum Pension or Annuity Payout?
17/07/2023 Duration: 18minOn this episode of DIY Money, Quint and Logan break down decisions between a lump sum rollover of a pension or turning it into a annuity stream.
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What Should I Deduct on My Taxes?
14/07/2023 Duration: 13minOn this episode of DIY Money, Allie and Quint talk about tax deductions and if itemization is worth it.
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What Is a Wash Sale and How to Avoid It?
12/07/2023 Duration: 14minOn this episode of DIY Money, Quint and Daniel talk through the intricacies of wash sales for investments.
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Look Out, Student Loans are Back
10/07/2023 Duration: 15minOn this episode of DIY Money, Quint and Daniel talk about student loans resuming and saving for bigger expenses.
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Different Types of Custodial Account
07/07/2023 Duration: 13minOn this episode of DIY Money, Daniel and Logan talk about the different types of custodial accounts.
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Setting Up a Retirement Plan at Work
05/07/2023 Duration: 16minOn this episode of DIY Money, Daniel and Logan talk through setting up a retirement plan for a small business.