Sinopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodios
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![DIY Money Jr- Should I Save Or Invest?]()
DIY Money Jr- Should I Save Or Invest?
21/06/2023 Duración: 16minOn this episode of DIY Money Junior, Allie and Quint discuss saving versus investing, specifically for college.
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![Lump Sum or DCA Inheritance]()
Lump Sum or DCA Inheritance
19/06/2023 Duración: 15minOn this episode of DIY Money, Quint and Logan answer a question about investing in a lump sum or by dollar cost averaging for kids.
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![How to Locate Retirement Savings]()
How to Locate Retirement Savings
16/06/2023 Duración: 15minOn this episode of DIY Money, Daniel and Allie discuss how to find the best place for your retirement money.
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![Simple IRAs and 401Ks for a Small Business]()
Simple IRAs and 401Ks for a Small Business
14/06/2023 Duración: 16minOn this episode of DIY Money, Daniel and Logan talk about Simple IRAs for small businesses versus 401Ks and what benefits a plan administrator should provide.
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![Withholding Taxes on Distributions]()
Withholding Taxes on Distributions
12/06/2023 Duración: 15minOn this episode of DIY Money, Daniel, Logan, AND Allie talk about withholding taxes on distributions out of a retirement account or an inherited retirement account.
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![Retirement Account Allocation]()
Retirement Account Allocation
09/06/2023 Duración: 16minOn this episode of DIY Money, Daniel and Logan talk about allocation in retirement accounts, specifically in a TSP.
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![Dollar Cost Averaging Into Individual Stocks]()
Dollar Cost Averaging Into Individual Stocks
07/06/2023 Duración: 15minOn this episode of DIY Money, Daniel and Logan talk about buying individual stocks and whether to continue dollar cost averaging into them.
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![How Does My Pension Change My Plan?]()
How Does My Pension Change My Plan?
05/06/2023 Duración: 12minOn this episode of DIY Money, Logan and Daniel talk about how pensions impact a long term financial plan.
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![Custodial and Investment Accounts for Kids]()
Custodial and Investment Accounts for Kids
02/06/2023 Duración: 14minOn this episode of DIY Money, Daniel and Quint talk about investing for kids and what situations you should consider using different types of accounts.
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![Budgeting Tips and Tricks]()
Budgeting Tips and Tricks
31/05/2023 Duración: 19minOn this episode of DIY Money, Quint and Allie talk about budgeting tips and tricks.
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![Should I Use a 529 Now?]()
Should I Use a 529 Now?
29/05/2023 Duración: 20minOn this episode of DIY Money, Quint introduces the newest member of the DIY and Joule team Allie Howard CPA MBA. Listen to them talk about 529 plans and the new strategies available for them.
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![DIY MONEY JR- Starting an Online Business]()
DIY MONEY JR- Starting an Online Business
26/05/2023 Duración: 16minOn this episode of DIY Money Junior, Logan and Quint talk about starting an online business.
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![Buying a Home? How Much Should You Put Down?]()
Buying a Home? How Much Should You Put Down?
24/05/2023 Duración: 16minOn this episode of DIY Money, Daniel and Logan talk about what percentage to put down on your home.
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![Take More Risk With a Pension?]()
Take More Risk With a Pension?
22/05/2023 Duración: 17minOn this episode of DIY Money, Logan and Daniel talk about risk when factoring in a pension to a financial plan.
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![Increasing 401K Savings to Save on Taxes]()
Increasing 401K Savings to Save on Taxes
19/05/2023 Duración: 18minOn this episode of DIY Money, Logan and Daniel talk about increasing 401K savings to ultimately save on taxes.
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![Using an HSA for Retirement]()
Using an HSA for Retirement
17/05/2023 Duración: 17minOn this episode of DIY Money, Logan and Daniel talk about calculating retirement needs while factoring in an HSA.
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![We Want You At Joule!]()
We Want You At Joule!
16/05/2023 Duración: 01minWe would love to have you apart of our team at Joule Financial. Learn more about our open position HERE.
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![Savings Bucket for a Baby]()
Savings Bucket for a Baby
15/05/2023 Duración: 17minOn this episode of DIY Money, Quint and Logan talk about creating an extra savings bucket when planning on having a baby.
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![Should I Pay Off My Mortgage? Or Invest?]()
Should I Pay Off My Mortgage? Or Invest?
12/05/2023 Duración: 21minOn this episode of DIY Money, Quint and Logan talk through the qualitative and quantitative factors to paying off your mortgage versus investing.
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![What to Do When You Make Over the Roth IRA Limits?]()
What to Do When You Make Over the Roth IRA Limits?
10/05/2023 Duración: 17minOn this episode of DIY Money, Quint and Daniel talk about what to do when you start making income over the Roth income limits.
