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

Quint and Daniel talk through changing investment strategies from individual stocks to index funds and ETFs.

Logan and Allie talk through how to build a team of advisors around you and when you need to do so.

Quint and Logan discuss how to evaluate individual stocks and their earnings reports. 

Daniel and Quint talk about estate planning and when it is important to get a trust in place.

Quint and Allie talk through filing taxes jointly versus separately and why you would do either.

Quint and Daniel answer this great question from a young listener about owning/buying gold.

Logan and Allie dive into the tax consequence of pulling money out of your 401K. They also touch on strategies for tax management when living outside of the US. 

Quint and Logan answer a great question about networking from NFL quarterback of the Tennessee Titans, Will Levis.

Quint and Daniel talk through how they use credit cards, the pitfalls of credit, and what to look for when searching for a credit card.

Quint and Logan talk about various investment accounts for kids, what the different acronyms mean, and the best one to save for your child.

Quint and Logan talk through tax advantages and strategies for giving stock to charity. 

Daniel and Allie talk through where to hold your emergency fund.

Logan and Allie talk through the basics of opening, saving, and investing in a Roth IRA.

Daniel and Logan talk about the differences between ETFs, Mutual Funds, and how to invest in different accounts.

Logan and Allie talk about apps and resources to help you track your expenses.

Quint and Logan talk about funding an HSA versus funding other goals like paying off your house.

Allie and Daniel talk through a backdoor Roth IRA contribution, when you should use this strategy, and how to do it.

Quint and Logan answer this question and tell stories about how to make money when you are young.

Quint and Allie talk about reinvesting funds into your business or taking that money out for your benefit. 

Daniel and Quint talk through the balancing act of spending now versus saving for later.