Synopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodes
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Selling Rental Property
14/10/2024 Duration: 15minQuint and Daniel talk about some real estate best practices.
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Tips for Young Adults
11/10/2024 Duration: 21minLogan and Allie talk about three tips that are important for young adults.
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Taking a Tax Loss in a Retirement Account
09/10/2024 Duration: 15minQuint and Allie talk about taxes in a retirement account and how to best manage your gains or losses.
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Which Healthcare Plan Should you Have?
07/10/2024 Duration: 20minDaniel and Logan talk about the pros and cons of PPO and HDHP healthcare plans.
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How Interest Rate Changes Impact You
04/10/2024 Duration: 22minDaniel and Logan talk about interest rate changes and how that change can ripple through your entire financial plan.
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Should I Borrow from my 401(k)?
02/10/2024 Duration: 20minAllie and Quint talk about some of the pitfalls of credit and if a 401(k) loan is ever a good idea.
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Beneficiary Designations
30/09/2024 Duration: 19minQuint and Logan talk about naming beneficiaries on your assets and making sure your wishes are fulfilled correctly.
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When to hire a CPA?
27/09/2024 Duration: 18minAllie and Quint talk about when to bring on a professional for your taxes.
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DIY Money Jr - Getting Involved in Finance
25/09/2024 Duration: 16minQuint and Logan discuss how to explore finance early on in life. They talk about starting to invest and how to learn about this world regardless of what field you pursue.
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Saving for Mid-Term Goals
23/09/2024 Duration: 13minDaniel and Quint talk about ways to save outside of a retirement account.
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Estate Planning
20/09/2024 Duration: 24minQuint and Logan break down wills, trusts, and the additional documents you may need for your estate plan.
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Planning for an Inheritance
18/09/2024 Duration: 16minQuint and Allie talk about how to plan for an inheritance.
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Purchasing a Car
16/09/2024 Duration: 19minQuint and Daniel talk about purchasing a car and what things to remember when you are in the finance room.
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DIY Money Jr - How Much to Save for College?
11/09/2024 Duration: 15minQuint and Daniel answer this question about beginning to save for college and how much should be saved.
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National Debt & Money Supply
09/09/2024 Duration: 20minQuint and Logan talk about the United States debt levels and the increase in the money supply. How does this influence your financial plan?
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Building Discipline Early
06/09/2024 Duration: 20minAllie and Logan talk about building discipline early in your financial journey.
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Real Estate Investing: The Money is Made on the Buy
04/09/2024 Duration: 22minQuint and Daniel talk about real estate investing and buying real estate in this environment.
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How Many Accounts Do We Need?
02/09/2024 Duration: 18minLogan and Daniel talk through merging accounts in marriage or keeping things separate.
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Money in Marriage
30/08/2024 Duration: 20minQuint and Logan talk about how they manage money with their spouse and what pitfalls to avoid.