Diy Money | Personal Finance, Budgeting, Debt, Savings, Investing

Quint and Logan talk through the ways to build wealth after you have completed the basic DIY Money steps.

Quint and Allie talk about paying off debt and the best way to attack your outstanding loans.

Quint and Logan talk about where to apply your extra margin starting with fast cash and an emergency fund. 

Quint and Logan talk about building margin and the ways to grow your income minus outgo. 

Quint and Logan talk about one of the most important words in the DIY steps “No”. 

Quint and Allie break down how to create a budget.

We are bringing it back to the basics for the new year. Quint and Allie talk through the first DIY Money step of tracking your expenses.

Quint and Allie wrap up 2024.

Allie and Logan talk through what sales tax is and what it is used for. 

Daniel and Allie talk about having real estate in an IRA.

Logan and Allie talk through how to set up children for financial success.

Quint and Logan give financial and motivational book recommendations.

Quint and Allie talk about robo or digital advisors. They discuss the good and the bad of utilizing one of these advisors. 

Quint and Logan talk about why they analyze individual stocks but typically suggest indexed investments.

Quint and Logan talk about how they manage money through the holiday season and how to prepare in advance for this time of year.

Quint and Allie talk about future tax consequences of putting funds in a trust.

Daniel and Quint talk about when you should be saving and when you should be investing.

Daniel and Allie talk about actually spending money versus our usual talk of saving.

Logan and Allie talk about different careers in Wealth Management and pathways to get to there.

Daniel and Logan talk about paper trading: what it is, how to do it, and if it is valuable for learning about trading.