Synopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodes
-
Tax-Advantaged Charitable Giving
29/11/2024 Duration: 21minAllie and Logan talk about giving to charities in the most tax efficient ways.
-
DIY Money Jr - Financial Books for Starting Out
27/11/2024 Duration: 14minQuint and Logan talk about what to read and listen to when you are first starting to learn about money. Check out our previous episode where we interviewed Ian McMillan who wrote “What Is A Stock”.
-
Saving Without Social Security
25/11/2024 Duration: 20minDaniel and Allie talk about the 10/10/80 plan and how to save if you will not be receiving social security.
-
Market Talk
22/11/2024 Duration: 20minQuint and Logan talk about the state of the market and things to think about moving forward.
-
Pension in Retirement
20/11/2024 Duration: 18minQuint and Allie talk about pensions and how to plan for them.
-
What are RSUs?
18/11/2024 Duration: 20minQuint and Daniel talk about Restricted Stock Units and how different company stock plans can play into your financial plan.
-
Investment Considerations for End of Year
15/11/2024 Duration: 13minQuint and Logan talk about important items to consider before the end of the year in your investment accounts.
-
Helping Family With Money
13/11/2024 Duration: 18minDaniel and Quint talk about the difficulties of helping family with their finances and how to make sure you are taking care of your finances first.
-
HSA or 401(k) or IRA - Where to Invest?
11/11/2024 Duration: 18minAllie and Quint talk about where to invest funds and why.
-
3 Financial Tips for the End of the Year
08/11/2024 Duration: 18minDaniel and Allie talk about the important things to consider doing before year end.
-
Custodial Accounts for Unborn Child
06/11/2024 Duration: 18minWant to start saving for a child before they are born? Quint and Logan talk about how to do that.
-
"Girl Math"
04/11/2024 Duration: 20minQuint and Allie talk about some of the psychological pitfalls that are out there when it comes to spending.
-
How does the Election Impact Your Finances?
01/11/2024 Duration: 13minDaniel and Logan talk about the upcoming election and how that can influence a financial plan.
-
Master Limited Partnerships Taxation
30/10/2024 Duration: 22minDaniel and Allie talk about taxation on this type of investment.
-
DIY Money Jr - Business Income
28/10/2024 Duration: 15minLogan and Allie talk about managing business income when first starting a business. Where should those earnings go?
-
When Do You Need an Advisor?
25/10/2024 Duration: 17minAllie and Logan talk about when to seek professional advice and when to get an advisor to talk about financial goals.
-
Building an Estate Plan
23/10/2024 Duration: 16minDaniel and Allie discuss the different components of estate planning and the most important things to get in place.
-
DIY Money Jr - Set It and Forget It
21/10/2024 Duration: 14minDaniel and Logan answer this junior question about how to set up investment accounts on auto pilot.
-
How to Set Goals - The 5 F's
18/10/2024 Duration: 22minQuint and Logan explain how they set goals in the different areas of their lives.
-
Selling Your Home? Now What?
16/10/2024 Duration: 17minQuint and Allie talk about the taxes of selling your home and how to potentially invest the proceeds.