Synopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodes
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![When Do Roth Conversions Make Sense?]()
When Do Roth Conversions Make Sense?
23/02/2022 Duration: 20minOn this episode of DIY Money, Quint and Daniel explain what a Roth Conversion is and when you should consider doing it.
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![Why HSA Insurance Plans Cost More]()
Why HSA Insurance Plans Cost More
20/02/2022 Duration: 23minOn this episode of DIY Money, Daniel and Logan discuss HSA plans and why they cost more.
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![Converting 401K to Roth 401K]()
Converting 401K to Roth 401K
16/02/2022 Duration: 16minOn this episode of DIY Money, Daniel and Logan discuss converting your Traditional 401K to a Roth 401K.
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![How to Invest For Your Kids]()
How to Invest For Your Kids
13/02/2022 Duration: 16minOn this episode of DIY Money, Quint and Logan talk about how to start investing for your kids.
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![DIY Money Jr - When to Sell Your Stocks]()
DIY Money Jr - When to Sell Your Stocks
10/02/2022 Duration: 19minOn this episode of DIY Money, Quint and Logan discuss when to consider selling stocks.
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![Too Much Cash In My Allocation?]()
Too Much Cash In My Allocation?
06/02/2022 Duration: 15minOn this episode in DIY Money, Quint and Daniel discuss allocation and whether you may have too much cash in your portfolio.
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![Is Debt Consolidation Worth It?]()
Is Debt Consolidation Worth It?
02/02/2022 Duration: 13minOn this episode of DIY Money, Quint and Daniel discuss debt consolidation.
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![What To Do With a Previous Retirement Plan]()
What To Do With a Previous Retirement Plan
30/01/2022 Duration: 18minOn this episode of DIY Money, Quint and Logan discuss what to do with a previous employer's retirement plan.
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![Getting Started as a CPA and CFP]()
Getting Started as a CPA and CFP
26/01/2022 Duration: 17minOn this episode of DIY Money, Quint and Logan give advice on getting started as a CPA and CFP.
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![Investing When You Can’t Use an IRA]()
Investing When You Can’t Use an IRA
24/01/2022 Duration: 16minOn this episode of DIY Money, Daniel and Logan discuss where you can invest if you are unable to invest in a Roth IRA.
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![When to Quit a Stressful Job]()
When to Quit a Stressful Job
24/01/2022 Duration: 15minOn this episode of DIY Money, Logan and Daniel discuss when it is appropriate time to quit a stressful job.
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![How to Prioritize Saving vs Debt Payoff Goals]()
How to Prioritize Saving vs Debt Payoff Goals
12/01/2022 Duration: 14minOn this episode of DIY Money, Quint and Daniel discuss prioritizing saving vs debt payoff goals.
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![Pay Off Student Loans Now or Gradually]()
Pay Off Student Loans Now or Gradually
11/01/2022 Duration: 17minOn this episode of DIY Money, Quint and Daniel discuss paying off student loans now or gradually.
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![Using Home Equity for Rental Real Estate]()
Using Home Equity for Rental Real Estate
05/01/2022 Duration: 14minOn this episode of DIY Money, Quint and Daniel discuss using a HELOC to fund a down payment for a rental property.
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![Traditional IRA vs Roth IRA]()
Traditional IRA vs Roth IRA
03/01/2022 Duration: 12minOn this episode of DIY Money, Quint and Daniel discuss the key differences between a Traditional IRA vs a Roth IRA.
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![Options for Leaving the Pension System]()
Options for Leaving the Pension System
29/12/2021 Duration: 15minOn this episode of DIY Money, Quint and Logan discuss options for leaving the pension system.
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![Pay Down Student Loans or Invest Early]()
Pay Down Student Loans or Invest Early
26/12/2021 Duration: 14minOn this episode of DIY Money, Quint and Daniel discuss whether they would put all savings prior to school towards paying off student loans or invest early in an account.
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![Holiday Saving]()
Holiday Saving
22/12/2021 Duration: 15minOn this episode of DIY Money, Quint and Logan discuss fun gift ideas that save money.
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![Deciding Between 401K and ESPP]()
Deciding Between 401K and ESPP
19/12/2021 Duration: 14minOn this episode of DIY Money, Quint and Daniel discuss the difference between contributing to a 401K and ESPP.
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![Ethereum and NFTs]()
Ethereum and NFTs
15/12/2021 Duration: 17minOn this episode of DIY Money, Quint and Daniel explain what the Metaverse, NFTs, and Ethereum are and why they are important.
