Synopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodes
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Being on the Deed v. on the Will
10/07/2024 Duration: 15minQuint and Daniel talk about estate planning and the best ways to title assets.
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Fast Cash - Hard Cash or in the Bank?
09/07/2024 Duration: 19minQuint and Logan talk about the purpose of fast cash and how to keep it.
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Debit Card or Credit Card
05/07/2024 Duration: 17minQuint and Allie talk about what you should use on a daily basis.
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Student Loan Repayment
03/07/2024 Duration: 12minQuint and Daniel talk through student loans and how to approach repayment.
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Withdrawing Funds from Life Insurance
01/07/2024 Duration: 22minQuint and Allie talk about life insurance and what to do with cash value of a whole life policy.
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DIY Money Jr - Risk v. Gambling
28/06/2024 Duration: 20minAllie and Logan answer a junior question about risk and if the stock market is equivalent to gambling.
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Important Roth IRA Rules
26/06/2024 Duration: 21minAllie and Logan talk through BOTH 5 year rules for a Roth IRA.
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Paying Off Your Mortgage
24/06/2024 Duration: 19minDaniel and Logan discuss the psychology v. the math on when it makes sense to pay off your mortgage.
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DIY JR: When Should I Get a Credit Card?
21/06/2024 Duration: 15minQuint and Logan answer this question on how old you should be to consider getting a credit card.
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Should I Have Cash in My Retirement Account?
19/06/2024 Duration: 22minLogan and Quint unpack how much cash should be held within retirement accounts.
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Custodial Accounts & Kiddie Tax
17/06/2024 Duration: 23minQuint and Allie dive into this tax question that is important to consider when saving for kids.
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DIY Money Jr - Starting a Business and Giving Back
14/06/2024 Duration: 15minQuint and Allie answer one of the best junior questions we have ever gotten. They talk through building a business and giving back.
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What is a Donor-Advised Fund?
12/06/2024 Duration: 18minQuint and Daniel "get into the weeds" on a donor-advised fund.
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How Long Will I Live? What Should I Plan For?
10/06/2024 Duration: 20minOne of the important aspects of a financial plan is how long that plan should last. Quint and Logan talk through how long to project out your financial plan.
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DIY Money Jr - In the Bank? Or in the Markets?
07/06/2024 Duration: 19minLogan and Quint answer a question for where a DIY Money Jr listener should start putting money.
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Where to Contribute Extra Funds?
05/06/2024 Duration: 19minDaniel and Quint tackle one of the most important questions in any financial plan.
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How Much in an Emergency Fund?
03/06/2024 Duration: 22minAllie and Quint talk about how much to keep in your emergency fund.
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DIY Money Jr - Individual Stocks vs. Index Funds
31/05/2024 Duration: 18minQuint and Logan talk through how to get young people started with investments.
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How Much Do Your Investments Cost?
29/05/2024 Duration: 16minQuint and Daniel talk about expense ratios and factoring this in when building your portfolio.
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National Debt Crisis
28/05/2024 Duration: 21minQuint and Logan talk about the national debt, what it means for our country, and how the US can pull through this crisis.