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

  • Author: Vários
  • Narrator: Vários
  • Publisher: Podcast
  • Duration: 223:12:54
  • More information

Informações:

Synopsis

Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself

Episodes

  • Tax-Advantaged Charitable Giving

    29/11/2024 Duration: 21min

    Allie 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: 14min

    Quint 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: 20min

    Daniel 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: 20min

    Quint and Logan talk about the state of the market and things to think about moving forward.

  • Pension in Retirement

    20/11/2024 Duration: 18min

    Quint and Allie talk about pensions and how to plan for them.

  • What are RSUs?

    18/11/2024 Duration: 20min

    Quint 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: 13min

    Quint 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: 18min

    Daniel 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: 18min

    Allie and Quint talk about where to invest funds and why.

  • 3 Financial Tips for the End of the Year

    08/11/2024 Duration: 18min

    Daniel and Allie talk about the important things to consider doing before year end.

  • Custodial Accounts for Unborn Child

    06/11/2024 Duration: 18min

    Want 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: 20min

    Quint 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: 13min

    Daniel and Logan talk about the upcoming election and how that can influence a financial plan.

  • Master Limited Partnerships Taxation

    30/10/2024 Duration: 22min

    Daniel and Allie talk about taxation on this type of investment. 

  • DIY Money Jr - Business Income

    28/10/2024 Duration: 15min

    Logan 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: 17min

    Allie 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: 16min

    Daniel 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: 14min

    Daniel 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: 22min

    Quint and Logan explain how they set goals in the different areas of their lives.

  • Selling Your Home? Now What?

    16/10/2024 Duration: 17min

    Quint and Allie talk about the taxes of selling your home and how to potentially invest the proceeds.

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