Sinopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodios
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Moving States in a Tax Year
07/04/2025 Duración: 09minQuint and Allie talk about taxes in a year you move states.
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Investing from Outside of the US
04/04/2025 Duración: 10minQuint and Logan talk about investing when you are outside of the US.
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Budget Accruals
02/04/2025 Duración: 23minQuint and Allie talk about accruing for larger expenses and how to be a DIY Budgeteer!
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Buying Years of Service
31/03/2025 Duración: 16minQuint and Logan talk about buying years of service for retirement.
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Simple IRA v. Roth IRA v. 403(b)
28/03/2025 Duración: 15minQuint and Allie talk about the best type of retirement plan to utilize.
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Real Estate and Interest Rates
26/03/2025 Duración: 11minQuint and Logan talk about buying real estate and what that can mean for your financial picture.
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Married Filing Separately and Roth IRAs
24/03/2025 Duración: 16minAllie and Quint break down married filing separately on your taxes and when it can be a good idea.
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All About Tariffs
21/03/2025 Duración: 18minQuint and Logan talk about how tariffs influence prices and markets.
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What are 457(b)s?
19/03/2025 Duración: 14minAllie and Quint talk about where a 457(b) or any retirement plan should fall in your financial planning hierarchy.
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When to Rebalance?
17/03/2025 Duración: 17minQuint and Logan talk about rebalancing your portfolio and when to make changes to your kids’ accounts.
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Pay Yourself First
14/03/2025 Duración: 23minAllie and Quint talk about paying yourself first and what it means to save before you spend.
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All About REITs
12/03/2025 Duración: 16minLogan and Allie break down Real Estate Investment Trusts (REITs).
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Shopping Credit Cards
10/03/2025 Duración: 15minLogan and Allie talk about shopping for credit card deals and whether you should even have a credit card.
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Good Debt v. Bad Debt
07/03/2025 Duración: 27minAllie and Quint talk about what is good debt and what is bad debt.
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"The Family Business"
05/03/2025 Duración: 14minQuint and Logan talk about operating your family finances like a business and the importance of being on the same page with your spouse.
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Using Your Emergency Fund
28/02/2025 Duración: 13minQuint and Allie talk about when you may have to use your emergency fund.
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Pension Plan Vs Investment Plan
26/02/2025 Duración: 19minAllie and Quint discuss whether it is better to have a pension plan or a retirement investing plan.
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HSA & Super HSA?
24/02/2025 Duración: 12minQuint and Logan talk about the HSA and a way for your children to begin contributing to an HSA while on your health care plan.
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Donor Advised Fund
21/02/2025 Duración: 19minQuint and Allie talk about how to utilize a donor advised fund as a tax strategy.