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

On this episode of DIY Money, Quint and Logan talk about various stock incentives like ISOs, RSUs, and NSOs.

On this episode of DIY Money, Daniel and Logan discuss trading in a Roth IRA, the tax implications of doing so, and their thoughts on managing in this way.

On this episode of DIY Money, Logan and Allie talk about tax planning for states with no income tax. 

On this episode of DIY Money, Daniel and Logan talk about municipal bonds and US government bonds. They talk about the pros of each and why you would add them to your portfolio.

On this episode of DIY Money, Quint and Daniel go in depth on the financial decision of buying solar panels.

On this episode of DIY Money, Quint and Daniel discuss expense ratios and swapping one investment for another.

On this episode of DIY Money, Quint and Daniel talk about Employee Stock Purchase Plans.

On this episode of DIY Money, Quint and Logan talk about the important mental aspect of investing.

On this episode of DIY Money, Quint and Logan clarify what actual fees and taxes you could pay on a 529 plan. They talk about some of the benefits of this plan as well. 

On this episode of DIY Money, Quint and Logan break down decisions between a lump sum rollover of a pension or turning it into a annuity stream.

On this episode of DIY Money, Allie and Quint talk about tax deductions and if itemization is worth it.

On this episode of DIY Money, Quint and Daniel talk through the intricacies of wash sales for investments.

On this episode of DIY Money, Quint and Daniel talk about student loans resuming and saving for bigger expenses.

On this episode of DIY Money, Daniel and Logan talk about the different types of custodial accounts.

On this episode of DIY Money, Daniel and Logan talk through setting up a retirement plan for a small business.

On this episode of DIY Money, Daniel and Logan discuss what annuities are and our thoughts on them.

On this episode of DIY Money, Quint and Allie talk about dividends and whether or not you should own them.

On this episode of DIY Money, Daniel and Quint talk about saving, budgeting, and paying for a wedding.

On this episode of DIY Money, Daniel and Quint talk through paying off student loans.

On this episode of DIY Money, Quint and Logan talk about retirement rules of thumb and the 4% rule.