Sinopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodios
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Debts at Passing
09/07/2025 Duración: 14minQuint and Allie talk about what happens to debts after someone passes away.
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Index Fund Construction
07/07/2025 Duración: 17minQuint and Logan talk about the difference in small cap index funds and large cap index funds and the place both could have in your portfolio.
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DIY Money Jr - Impulse Buying
04/07/2025 Duración: 13minLogan and Allie talk about ways to avoid impulse buying.
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Saving By Giving: Donor Advised Fund
02/07/2025 Duración: 14minLogan and Allie talk through giving strategies and whether or not they can help you with monthly cash flow.
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Solo 401k v. Roth IRA
30/06/2025 Duración: 15minLogan and Allie talk about good saving principles to follow especially when you have a small business.
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All Things Investing - Stock Picking
27/06/2025 Duración: 21minLogan and Quint talk all things individual stocks.
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All Things Investing - Getting Started
25/06/2025 Duración: 24minQuint and Logan talk about the basics of laying your investing foundation.
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All About Investments - Taxes and Accounts
23/06/2025 Duración: 29minQuint and Allie kick off a three part series on investing. They discuss different investment accounts and the taxes of each.
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Buying Fractional Shares
20/06/2025 Duración: 15minAllie and Logan break down buying fractional shares and the benefits of doing so.
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DIY Money Jr - How to Get Started in Investing
18/06/2025 Duración: 12minLogan and Allie answer a junior question about getting started with investing and how much to invest.
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Choosing an Advisor
11/06/2025 Duración: 16minQuint and Allie talk about what to look for if you want a financial advisor.
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ETF v. Mutual Funds
09/06/2025 Duración: 16minQuint and Logan talk about the differences in mutual funds and ETFs and what to use in your portfolio.
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When to Use the Fast Cash?
06/06/2025 Duración: 14minQuint and Allie take a question about when to use fast cash.
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What Does the Average Investor Need to Know About Stocks?
04/06/2025 Duración: 19minQuint and Logan talk about evaluating individual stocks and whether or not to trust analyst reports.
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How Much Cash is Too Much Cash?
02/06/2025 Duración: 16minQuint and Allie talk about having cash on the sidelines and how much is appropriate.
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Cash on Hand? Easy to Save or Easy to Spend
30/05/2025 Duración: 10minQuint and Logan talk about if having cash on hand is good or bad for your budget.
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Take More Risk in a Roth?
27/05/2025 Duración: 13minQuint and Logan talk about investing in Roth IRAs and how it compares to the rest of your portfolio.