Synopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodes
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![Broker CDs]()
Broker CDs
14/12/2022 Duration: 14minOn this episode of DIY Money, Quint and Daniel discuss the ins and outs of Broker CDs and how to get interest on your funds.
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![How to Bring in Clients to My Small Business]()
How to Bring in Clients to My Small Business
11/12/2022 Duration: 16minOn this episode of DIY Money, Quint and Daniel discuss how to start a business and begin bringing in clients.
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![Financially Planning for Children]()
Financially Planning for Children
07/12/2022 Duration: 12minOn this episode of DIY Money, Quint and Daniel discuss the financial considerations to make before having kids and the expenses that come with that decision.
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![Over Contributing to Tax Efficient Accounts]()
Over Contributing to Tax Efficient Accounts
04/12/2022 Duration: 15minOn this episode of DIY Money, Quint and Daniel discuss what happens when you contribute over the maximum in a retirement or HSA account.
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![Buying a Car for a Gap Period]()
Buying a Car for a Gap Period
30/11/2022 Duration: 16minIn this episode of DIY Money, Quint and Logan discuss a unique situation of buying a car for a short period of time.
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![Using a Roth IRA for Emergencies]()
Using a Roth IRA for Emergencies
27/11/2022 Duration: 16minOn this episode of DIY Money, Quint and Logan talk through the circumstances when you can use a Roth IRA for emergencies and discuss their thoughts on utilizing a Roth in this way.
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![Should I Do a Backdoor Roth Conversion?]()
Should I Do a Backdoor Roth Conversion?
23/11/2022 Duration: 14minOn this episode of DIY Money, Quint and Daniel discuss utilizing an employer 401K in order to facilitate a backdoor Roth conversion.
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![Taxes on Non-Retirement Accounts]()
Taxes on Non-Retirement Accounts
20/11/2022 Duration: 17minOn this episode of DIY Money, Daniel and Quint discuss taxes for taxable investing accounts and break down the usefulness of these types of accounts.
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![Funding a Home Remodel]()
Funding a Home Remodel
16/11/2022 Duration: 17minOn this episode of DIY Money, Quint and Daniel discuss ideas for funding a home remodel.
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![Managing My Debt in a High Rate Environment]()
Managing My Debt in a High Rate Environment
13/11/2022 Duration: 16minOn this episode of DIY Money, Quint and Daniel discuss their thoughts on ARMs, refinancing, debt, and building in this environment.
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![Thoughts on Different Types of Insurance]()
Thoughts on Different Types of Insurance
09/11/2022 Duration: 16minOn this episode of DIY Money, Quint and Daniel discuss several different kinds of insurance, everything from term life insurance to pet insurance.
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![Starting in the Financial Business]()
Starting in the Financial Business
06/11/2022 Duration: 17minOn this episode of DIY Money, Quint and Daniel talk about being in the financial advising/planning world and they dive into the pros and cons of the business.
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![Insurance Investments]()
Insurance Investments
02/11/2022 Duration: 12minOn this episode of DIY Money, Daniel and Logan discuss their thoughts on insurance as an investment.
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![Planning for Retirement Medical Expenses]()
Planning for Retirement Medical Expenses
30/10/2022 Duration: 16minOn this episode of DIY Money, Daniel and Logan discuss planning for retirement medical expenses.
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![Saving When Self Employed]()
Saving When Self Employed
26/10/2022 Duration: 14minOn this episode of DIY Money, Daniel and Logan discuss different ways to save when you are self employed.
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![Investing in Family Real Estate]()
Investing in Family Real Estate
23/10/2022 Duration: 11minOn this episode of DIY Money, Quint and Daniel discuss a unique question about investing in a generational family property.
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![Saving for Near Term Goals]()
Saving for Near Term Goals
19/10/2022 Duration: 16minOn this episode of DIY Money, Quint and Daniel discuss different savings options for near term goals.
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![When Fiscal Responsibility Gets Boring]()
When Fiscal Responsibility Gets Boring
16/10/2022 Duration: 15minOn this episode of DIY Money, Quint and Daniel talk about how to keep yourself motivated when saving, investing, and budgeting start to get boring.
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![Managing Your Checking Account Balance]()
Managing Your Checking Account Balance
12/10/2022 Duration: 18minOn this episode of DIY Money, Quint and Daniel discuss different strategies and thoughts on how much to keep in your checking account.
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![Contributing to 401Ks, IRAs, and Roths]()
Contributing to 401Ks, IRAs, and Roths
09/10/2022 Duration: 17minOn this episode of DIY Money, Quint and Daniel discuss the thought process for deciding whether to contribute to a 401K, IRA, or Roth.
