Synopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodes
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![Buying a Home? How Much Should You Put Down?]()
Buying a Home? How Much Should You Put Down?
24/05/2023 Duration: 16minOn this episode of DIY Money, Daniel and Logan talk about what percentage to put down on your home.
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![Take More Risk With a Pension?]()
Take More Risk With a Pension?
22/05/2023 Duration: 17minOn this episode of DIY Money, Logan and Daniel talk about risk when factoring in a pension to a financial plan.
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![Increasing 401K Savings to Save on Taxes]()
Increasing 401K Savings to Save on Taxes
19/05/2023 Duration: 18minOn this episode of DIY Money, Logan and Daniel talk about increasing 401K savings to ultimately save on taxes.
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![Using an HSA for Retirement]()
Using an HSA for Retirement
17/05/2023 Duration: 17minOn this episode of DIY Money, Logan and Daniel talk about calculating retirement needs while factoring in an HSA.
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![We Want You At Joule!]()
We Want You At Joule!
16/05/2023 Duration: 01minWe would love to have you apart of our team at Joule Financial. Learn more about our open position HERE.
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![Savings Bucket for a Baby]()
Savings Bucket for a Baby
15/05/2023 Duration: 17minOn this episode of DIY Money, Quint and Logan talk about creating an extra savings bucket when planning on having a baby.
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![Should I Pay Off My Mortgage? Or Invest?]()
Should I Pay Off My Mortgage? Or Invest?
12/05/2023 Duration: 21minOn this episode of DIY Money, Quint and Logan talk through the qualitative and quantitative factors to paying off your mortgage versus investing.
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![What to Do When You Make Over the Roth IRA Limits?]()
What to Do When You Make Over the Roth IRA Limits?
10/05/2023 Duration: 17minOn this episode of DIY Money, Quint and Daniel talk about what to do when you start making income over the Roth income limits.
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![What Happens To My Loan If My Bank Fails?]()
What Happens To My Loan If My Bank Fails?
08/05/2023 Duration: 17minOn this episode of DIY Money, Quint and Daniel talk about what would happen to your mortgage, car loan, etc. if your bank were to fail.
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![Inheritance, EE Bonds, and Taxes]()
Inheritance, EE Bonds, and Taxes
05/05/2023 Duration: 13minOn this episode of DIY Money, Quint and Daniel talk about inheriting EE bonds and what to do with them.
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![More Margin, Now What?]()
More Margin, Now What?
03/05/2023 Duration: 13minOn this episode of DIY Money, Quint and Daniel talk about what to do when you start having more margin.
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![How to Find a Good Tax Accountant?]()
How to Find a Good Tax Accountant?
01/05/2023 Duration: 15minOn this episode of DIY Money, Quint and Daniel talk about how they find professionals to work with.
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![Buying a Manufactured Home]()
Buying a Manufactured Home
28/04/2023 Duration: 15minOn this episode of DIY Money, Daniel and Logan answer a question about buying a manufactured home.
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![1% Match on Your Roth IRA]()
1% Match on Your Roth IRA
26/04/2023 Duration: 14minOn this episode of DIY Money, Daniel and Logan talk about incentives that investment companies offer for Roth contributions.
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![Maxing Out Your Retirement]()
Maxing Out Your Retirement
24/04/2023 Duration: 13minOn this episode of DIY Money, Logan and Daniel talk about maxing out your retirement savings.
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![Are My Percent Contributions to Roth or Traditional 401K the Same?]()
Are My Percent Contributions to Roth or Traditional 401K the Same?
21/04/2023 Duration: 12minOn this episode of DIY Money, Quint and Logan talk about changing your 401K from Traditional to Roth and how that changes your paycheck.
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![Saving for Retirement With a Pension]()
Saving for Retirement With a Pension
19/04/2023 Duration: 16minOn this episode of DIY Money, Quint and Logan discuss the changes of saving for retirement when you have a pension.
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![Saving for a Special Needs Child]()
Saving for a Special Needs Child
17/04/2023 Duration: 17minOn this episode of DIY Money, Quint and Logan discuss savings for a special needs child.
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![How Much Should My Mortgage Payment Be?]()
How Much Should My Mortgage Payment Be?
14/04/2023 Duration: 18minOn this episode of DIY Money, Quint and Daniel discuss buying a home and how much to allocate to your mortgage each month.
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![Series EE Savings Bonds]()
Series EE Savings Bonds
12/04/2023 Duration: 16minOn this episode of DIY Money, Quint and Daniel discuss Series EE Bonds and what to do with them.
