Synopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodes
-
Using Your Emergency Fund
28/02/2025 Duration: 13minQuint and Allie talk about when you may have to use your emergency fund.
-
Pension Plan Vs Investment Plan
26/02/2025 Duration: 19minAllie and Quint discuss whether it is better to have a pension plan or a retirement investing plan.
-
HSA & Super HSA?
24/02/2025 Duration: 12minQuint and Logan talk about the HSA and a way for your children to begin contributing to an HSA while on your health care plan.
-
Donor Advised Fund
21/02/2025 Duration: 19minQuint and Allie talk about how to utilize a donor advised fund as a tax strategy.
-
Debts in Collections
19/02/2025 Duration: 10minQuint and Logan talk about what to do if you have a debt go into collections.
-
Online Investing Platforms
17/02/2025 Duration: 14minQuint and Logan discuss the different investing platforms and how to get started on them.
-
Paying off College?
14/02/2025 Duration: 15minQuint and Allie discuss paying for college versus setting yourself up for the future.
-
What Asset Class to Choose in Investing
12/02/2025 Duration: 14minQuint and Logan talk about valuing different asset classes and adding those to your portfolio.
-
When to Hire a Tax Pro
10/02/2025 Duration: 20minAllie and Quint talk about when you might need professional help during tax season.
-
Real Estate Investing vs High-Yield Dividend Stocks
07/02/2025 Duration: 19minQuint and Logan think through the best ways to create passive income.
-
Employer Plan Versus IRA
05/02/2025 Duration: 17minQuint and Allie talk through whether to utilize an employer plan (like a 403(b)) or an Individual Retirement Account (IRA).
-
Is the S&P 500 Overvalued?
03/02/2025 Duration: 22minQuint and Logan talk about the overall market and whether or not it is overvalued.
-
All About Mortgages
31/01/2025 Duration: 22minLogan is joined by a special guest, Vinson Bunting, to talk through the key terms and tips you should know before you get a mortgage.
-
DIY Money Jr - Earning an Allowance
29/01/2025 Duration: 20minDaniel and Allie talk about earning an allowance: how much, how often, and cash or something else?
-
-
Am I Saving Too Much?
24/01/2025 Duration: 15minLogan and Allie talk through balancing saving and spending when you have already built a decent nest egg.
-
Retiring Early: Free Health Care v. Roth Conversion
22/01/2025 Duration: 15minAllie and Logan talk about strategies in early retirement.
-
When to take Social Security?
20/01/2025 Duration: 15minAllie and Logan talk about when to take Social Security and how to plan for that in advance.
-
Back to the Basics: Wealth Creation - Part 2
17/01/2025 Duration: 18minLogan and Allie talk about the various different accounts you can use to build wealth.