Sinopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodios
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What are RSUs?
18/11/2024 Duración: 20minQuint and Daniel talk about Restricted Stock Units and how different company stock plans can play into your financial plan.
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Investment Considerations for End of Year
15/11/2024 Duración: 13minQuint and Logan talk about important items to consider before the end of the year in your investment accounts.
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Helping Family With Money
13/11/2024 Duración: 18minDaniel and Quint talk about the difficulties of helping family with their finances and how to make sure you are taking care of your finances first.
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HSA or 401(k) or IRA - Where to Invest?
11/11/2024 Duración: 18minAllie and Quint talk about where to invest funds and why.
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3 Financial Tips for the End of the Year
08/11/2024 Duración: 18minDaniel and Allie talk about the important things to consider doing before year end.
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Custodial Accounts for Unborn Child
06/11/2024 Duración: 18minWant to start saving for a child before they are born? Quint and Logan talk about how to do that.
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"Girl Math"
04/11/2024 Duración: 20minQuint and Allie talk about some of the psychological pitfalls that are out there when it comes to spending.
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How does the Election Impact Your Finances?
01/11/2024 Duración: 13minDaniel and Logan talk about the upcoming election and how that can influence a financial plan.
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Master Limited Partnerships Taxation
30/10/2024 Duración: 22minDaniel and Allie talk about taxation on this type of investment.
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DIY Money Jr - Business Income
28/10/2024 Duración: 15minLogan and Allie talk about managing business income when first starting a business. Where should those earnings go?
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When Do You Need an Advisor?
25/10/2024 Duración: 17minAllie and Logan talk about when to seek professional advice and when to get an advisor to talk about financial goals.
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Building an Estate Plan
23/10/2024 Duración: 16minDaniel and Allie discuss the different components of estate planning and the most important things to get in place.
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DIY Money Jr - Set It and Forget It
21/10/2024 Duración: 14minDaniel and Logan answer this junior question about how to set up investment accounts on auto pilot.
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How to Set Goals - The 5 F's
18/10/2024 Duración: 22minQuint and Logan explain how they set goals in the different areas of their lives.
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Selling Your Home? Now What?
16/10/2024 Duración: 17minQuint and Allie talk about the taxes of selling your home and how to potentially invest the proceeds.
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Selling Rental Property
14/10/2024 Duración: 15minQuint and Daniel talk about some real estate best practices.
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Tips for Young Adults
11/10/2024 Duración: 21minLogan and Allie talk about three tips that are important for young adults.
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Taking a Tax Loss in a Retirement Account
09/10/2024 Duración: 15minQuint and Allie talk about taxes in a retirement account and how to best manage your gains or losses.
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Which Healthcare Plan Should you Have?
07/10/2024 Duración: 20minDaniel and Logan talk about the pros and cons of PPO and HDHP healthcare plans.
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How Interest Rate Changes Impact You
04/10/2024 Duración: 22minDaniel and Logan talk about interest rate changes and how that change can ripple through your entire financial plan.