Synopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodes
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Managing Hefty Student Loans
28/08/2024 Duration: 17minShould you take a job that helps you pay off your student loans? Or get the highest paying job you can? Quint and Logan talk about managing your students loans.
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Combining Retirement Accounts
26/08/2024 Duration: 18minQuint and Allie discuss what accounts can be combined and if you should consolidate accounts.
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Preparing for a Recession
23/08/2024 Duration: 19minWith the potential of a recession on the horizon, Daniel and Logan talk about how he has advised clients through recessions in the past.
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DIY Money Jr - Buying Partial Shares
21/08/2024 Duration: 15minLogan and Daniel answer a DIY Money Junior question about buying partial shares when you have small dollar amounts to invest.
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What Account Should You Use?
19/08/2024 Duration: 16minAllie and Logan talk through which accounts to use when saving for retirement.
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DIY Money Steps
16/08/2024 Duration: 18minAllie in Quint go back and review the basic DIY Money steps.
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Making up for Lost Time in Investing
14/08/2024 Duration: 19minWhat do you do if you are behind on investing? Quint and Logan talk about how to get started saving for yourself or others and what to do if you are behind.
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How Much Do I Need for Retirement?
12/08/2024 Duration: 19minQuint and Allie talk about dollar amount goals for retirement. What should you target? What is a good rule of thumb?
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Why is Paying off Debt Important?
09/08/2024 Duration: 18minDaniel and Logan talk about the importance of debt payoff and why it is so crucial for building wealth.
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Creating Your First Budget
07/08/2024 Duration: 16minAllie and Logan talk about how to set up your first budget.
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Switching to Roth
05/08/2024 Duration: 16minDaniel and Allie answer a question about switching your retirement contributions from Traditional to Roth.
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What to Expect in an Election Year
02/08/2024 Duration: 16minQuint and Logan talk about how to manage your finances in an election year and what to expect.
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Saving for Larger Goals
31/07/2024 Duration: 17minQuint and Allie talk about anniversary gifts and saving for bigger goals.
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Planning for a Pension
29/07/2024 Duration: 16minQuint and Logan talk about how to factor a pension into your financial planning.
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Rebalancing 101
26/07/2024 Duration: 14minQuint and Daniel talk about how to rebalance your portfolio, when to do it, and why you should go through the rebalancing process over time.
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Roth IRA Basics
24/07/2024 Duration: 17minQuint and Allie talk about the basics of a Roth IRA and if you should use one.
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The Housing Market
22/07/2024 Duration: 22minQuint and Daniel talk about their thoughts on the current housing market and where they see it going in the future.
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DIY Money Jr: What to Invest In?
19/07/2024 Duration: 13minQuint and Logan talk about how to start investing in stocks and the market.
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Does Non-Interest Bearing Debt Matter?
17/07/2024 Duration: 18minQuint and Allie talk about zero interest loans and if you should have them.
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DIY Money Jr - How to Start Saving for Retirement
12/07/2024 Duration: 15minAllie and Quint talk about how to get started early saving for retirement.