Synopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodes
-
Funding a Side Hustle
29/08/2025 Duration: 15minQuint and Logan talk about how to get a business off the ground and how to finance it.
-
All Things Crypto
27/08/2025 Duration: 18minQuint and Allie talk through cryptocurrencies and how it could play into your portfolio.
-
What is a Car Broker?
25/08/2025 Duration: 20minLogan and Allie talk through buying a used vehicle and what to be aware of during the process.
-
Options & Futures
22/08/2025 Duration: 17minQuint and Logan talk about options and futures trading and if it makes sense in your financial plan.
-
5 Years or more... Now what?
20/08/2025 Duration: 19minWe talk all the time about “5 years or less don’t invest” but what do you do when it is more than 5 years?
-
Savings for Annual Expenses v. Paying Down Debt
18/08/2025 Duration: 17minAllie and Logan talk about accruing for annual expenses and if it’s better to pay down debt than set aside funds for those expenses.
-
Medicare or HSA Plan
15/08/2025 Duration: 17minQuint and Logan talk about different healthcare plans including Medicare and HSAs.
-
What is FINTECH?
13/08/2025 Duration: 16minAllie and Quint answer a question about moving money to a Fintech firm.
-
Dollar Cost Averaging When Taking Distributions
11/08/2025 Duration: 14minQuint and Logan talk through the other side of investing: withdrawling money and the best ways to do it.
-
Going off to College
08/08/2025 Duration: 23minAllie and Quint discuss some of the things they encourage your people and parents to think about when they go to college.
-
Using the Emergency Fund
06/08/2025 Duration: 17minSometimes it happens! Quint and Allie talk about when you have to tap your emergency fund.
-
DIY Money Jr - Why do Markets Return More than the Bank?
04/08/2025 Duration: 14minQuint and Allie talk through why it is beneficial to invest rather than keep money in the bank.
-
Short Positions and Lending Stock
01/08/2025 Duration: 16minQuint and Logan talk about lending your stocks and how shorting stock works.
-
How Many Accounts are Too Many?
30/07/2025 Duration: 12minQuint and Allie talk through different types of accounts and when you may have too many.
-
Market Update
28/07/2025 Duration: 15minQuint and Logan talk about the current market conditions and what they see on the horizon as well as current actions they are taking.
-
Buying Early Retirement
25/07/2025 Duration: 15minLogan and Allie talk about buying early retirement years and how exactly to make that happen.
-
Playing the Interest Game
23/07/2025 Duration: 16minQuint and Allie talk about navigating the current debt and interest rate market.
-
What are "Earnings"?
23/07/2025 Duration: 18minQuint and Logan talk about analyzing companies through their earnings numbers and multiples.
-
Big Beautiful Series: No Tax on Social Security?
18/07/2025 Duration: 13minLogan and Allie breakdown the Big Beautiful Bill’s adjustments to taxes for seniors.
-
Big Beautiful Series: Tips and Overtime
16/07/2025 Duration: 15minLogan and Allie break down the new tax rules on tips and overtime.