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

Quint and Allie break down how to create a budget.

We are bringing it back to the basics for the new year. Quint and Allie talk through the first DIY Money step of tracking your expenses.

Quint and Allie wrap up 2024.

Allie and Logan talk through what sales tax is and what it is used for. 

Daniel and Allie talk about having real estate in an IRA.

Logan and Allie talk through how to set up children for financial success.

Quint and Logan give financial and motivational book recommendations.

Quint and Allie talk about robo or digital advisors. They discuss the good and the bad of utilizing one of these advisors. 

Quint and Logan talk about why they analyze individual stocks but typically suggest indexed investments.

Quint and Logan talk about how they manage money through the holiday season and how to prepare in advance for this time of year.

Quint and Allie talk about future tax consequences of putting funds in a trust.

Daniel and Quint talk about when you should be saving and when you should be investing.

Daniel and Allie talk about actually spending money versus our usual talk of saving.

Logan and Allie talk about different careers in Wealth Management and pathways to get to there.

Daniel and Logan talk about paper trading: what it is, how to do it, and if it is valuable for learning about trading.

Allie and Logan talk about giving to charities in the most tax efficient ways.

Quint and Logan talk about what to read and listen to when you are first starting to learn about money. Check out our previous episode where we interviewed Ian McMillan who wrote “What Is A Stock”.

Daniel and Allie talk about the 10/10/80 plan and how to save if you will not be receiving social security.

Quint and Logan talk about the state of the market and things to think about moving forward.

Quint and Allie talk about pensions and how to plan for them.