Sinopsis
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself
Episodios
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Should I Borrow from my 401(k)?
02/10/2024 Duración: 20minAllie and Quint talk about some of the pitfalls of credit and if a 401(k) loan is ever a good idea.
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Beneficiary Designations
30/09/2024 Duración: 19minQuint and Logan talk about naming beneficiaries on your assets and making sure your wishes are fulfilled correctly.
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When to hire a CPA?
27/09/2024 Duración: 18minAllie and Quint talk about when to bring on a professional for your taxes.
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DIY Money Jr - Getting Involved in Finance
25/09/2024 Duración: 16minQuint and Logan discuss how to explore finance early on in life. They talk about starting to invest and how to learn about this world regardless of what field you pursue.
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Saving for Mid-Term Goals
23/09/2024 Duración: 13minDaniel and Quint talk about ways to save outside of a retirement account.
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Estate Planning
20/09/2024 Duración: 24minQuint and Logan break down wills, trusts, and the additional documents you may need for your estate plan.
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Planning for an Inheritance
18/09/2024 Duración: 16minQuint and Allie talk about how to plan for an inheritance.
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Purchasing a Car
16/09/2024 Duración: 19minQuint and Daniel talk about purchasing a car and what things to remember when you are in the finance room.
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DIY Money Jr - How Much to Save for College?
11/09/2024 Duración: 15minQuint and Daniel answer this question about beginning to save for college and how much should be saved.
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National Debt & Money Supply
09/09/2024 Duración: 20minQuint and Logan talk about the United States debt levels and the increase in the money supply. How does this influence your financial plan?
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Building Discipline Early
06/09/2024 Duración: 20minAllie and Logan talk about building discipline early in your financial journey.
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Real Estate Investing: The Money is Made on the Buy
04/09/2024 Duración: 22minQuint and Daniel talk about real estate investing and buying real estate in this environment.
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How Many Accounts Do We Need?
02/09/2024 Duración: 18minLogan and Daniel talk through merging accounts in marriage or keeping things separate.
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Money in Marriage
30/08/2024 Duración: 20minQuint and Logan talk about how they manage money with their spouse and what pitfalls to avoid.
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Managing Hefty Student Loans
28/08/2024 Duración: 17minShould you take a job that helps you pay off your student loans? Or get the highest paying job you can? Quint and Logan talk about managing your students loans.
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Combining Retirement Accounts
26/08/2024 Duración: 18minQuint and Allie discuss what accounts can be combined and if you should consolidate accounts.
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Preparing for a Recession
23/08/2024 Duración: 19minWith the potential of a recession on the horizon, Daniel and Logan talk about how he has advised clients through recessions in the past.
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DIY Money Jr - Buying Partial Shares
21/08/2024 Duración: 15minLogan and Daniel answer a DIY Money Junior question about buying partial shares when you have small dollar amounts to invest.
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What Account Should You Use?
19/08/2024 Duración: 16minAllie and Logan talk through which accounts to use when saving for retirement.