Explore every episode of the podcast DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Real Estate Investing vs High-Yield Dividend Stocks | 07 Feb 2025 | 00:19:57 | |
Quint and Logan think through the best ways to create passive income. | |||
| Employer Plan Versus IRA | 05 Feb 2025 | 00:17:17 | |
Quint and Allie talk through whether to utilize an employer plan (like a 403(b)) or an Individual Retirement Account (IRA). | |||
| Is the S&P 500 Overvalued? | 03 Feb 2025 | 00:22:55 | |
Quint and Logan talk about the overall market and whether or not it is overvalued. | |||
| All About Mortgages | 31 Jan 2025 | 00:22:24 | |
Logan is joined by a special guest, Vinson Bunting, to talk through the key terms and tips you should know before you get a mortgage. | |||
| DIY Money Jr - Earning an Allowance | 29 Jan 2025 | 00:20:26 | |
Daniel and Allie talk about earning an allowance: how much, how often, and cash or something else? | |||
| Savings Hierarchy | 27 Jan 2025 | 00:18:13 | |
Logan and Allie talk through what to save for first. | |||
| Am I Saving Too Much? | 24 Jan 2025 | 00:15:08 | |
Logan and Allie talk through balancing saving and spending when you have already built a decent nest egg. | |||
| Retiring Early: Free Health Care v. Roth Conversion | 22 Jan 2025 | 00:15:47 | |
Allie and Logan talk about strategies in early retirement. | |||
| When to take Social Security? | 20 Jan 2025 | 00:15:10 | |
Allie and Logan talk about when to take Social Security and how to plan for that in advance. | |||
| Back to the Basics: Wealth Creation - Part 2 | 17 Jan 2025 | 00:18:04 | |
Logan and Allie talk about the various different accounts you can use to build wealth. | |||
| Back to the Basics: Wealth Creation - Part 1 | 15 Jan 2025 | 00:21:03 | |
Quint and Logan talk through the ways to build wealth after you have completed the basic DIY Money steps. | |||
| Back to the Basics: Debt Hierarchy | 13 Jan 2025 | 00:22:56 | |
Quint and Allie talk about paying off debt and the best way to attack your outstanding loans. | |||
| Back to the Basics: Fast Cash and Emergency Fund | 10 Jan 2025 | 00:26:10 | |
Quint and Logan talk about where to apply your extra margin starting with fast cash and an emergency fund. | |||
| Back to the Basics: Magic is in the Margin | 08 Jan 2025 | 00:18:17 | |
Quint and Logan talk about building margin and the ways to grow your income minus outgo. | |||
| Back to the Basics: Saying No | 06 Jan 2025 | 00:23:49 | |
Quint and Logan talk about one of the most important words in the DIY steps “No”. | |||
| Back to the Basics: Budgeting 101 | 03 Jan 2025 | 00:16:04 | |
Quint and Allie break down how to create a budget. | |||
| Back to the Basics: Tracking Expenses | 01 Jan 2025 | 00:30:12 | |
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. | |||
| End of Year Wrap Up | 30 Dec 2024 | 00:19:57 | |
Quint and Allie wrap up 2024. | |||
| DIY Money Jr - What is Sales Tax | 27 Dec 2024 | 00:10:52 | |
Allie and Logan talk through what sales tax is and what it is used for. | |||
| Real Estate in a Roth IRA | 25 Dec 2024 | 00:19:18 | |
Daniel and Allie talk about having real estate in an IRA. | |||
| Setting up Kids for Success | 23 Dec 2024 | 00:15:48 | |
Logan and Allie talk through how to set up children for financial success. | |||
| Financial Must-Reads | 20 Dec 2024 | 00:16:53 | |
Quint and Logan give financial and motivational book recommendations. | |||
| Robo/Digital Advisors | 18 Dec 2024 | 00:19:06 | |
Quint and Allie talk about robo or digital advisors. They discuss the good and the bad of utilizing one of these advisors. | |||
| Why Analyze Individual Stocks? | 16 Dec 2024 | 00:16:51 | |
Quint and Logan talk about why they analyze individual stocks but typically suggest indexed investments. | |||
| Money Tips for the Holiday Season | 13 Dec 2024 | 00:14:58 | |
Quint and Logan talk about how they manage money through the holiday season and how to prepare in advance for this time of year. | |||
| Taxes on Inherited Trust | 11 Dec 2024 | 00:19:35 | |
Quint and Allie talk about future tax consequences of putting funds in a trust. | |||
| DIY Money Jr - Save or Invest? | 09 Dec 2024 | 00:13:48 | |
Daniel and Quint talk about when you should be saving and when you should be investing. | |||
| Psychology of Spending Money | 06 Dec 2024 | 00:14:40 | |
Daniel and Allie talk about actually spending money versus our usual talk of saving. | |||
| Careers in Wealth Management | 04 Dec 2024 | 00:23:09 | |
Logan and Allie talk about different careers in Wealth Management and pathways to get to there. | |||
| Paper Trading? | 02 Dec 2024 | 00:18:23 | |
Daniel and Logan talk about paper trading: what it is, how to do it, and if it is valuable for learning about trading. | |||
| Tax-Advantaged Charitable Giving | 29 Nov 2024 | 00:21:13 | |
Allie and Logan talk about giving to charities in the most tax efficient ways. | |||
| DIY Money Jr - Financial Books for Starting Out | 27 Nov 2024 | 00:14:45 | |
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”. | |||
| Saving Without Social Security | 25 Nov 2024 | 00:20:02 | |
Daniel and Allie talk about the 10/10/80 plan and how to save if you will not be receiving social security. | |||
| Market Talk | 22 Nov 2024 | 00:20:10 | |
Quint and Logan talk about the state of the market and things to think about moving forward. | |||
| Pension in Retirement | 20 Nov 2024 | 00:18:26 | |
Quint and Allie talk about pensions and how to plan for them. | |||
| What are RSUs? | 18 Nov 2024 | 00:20:53 | |
Quint and Daniel talk about Restricted Stock Units and how different company stock plans can play into your financial plan. | |||
| Investment Considerations for End of Year | 15 Nov 2024 | 00:13:06 | |
Quint and Logan talk about important items to consider before the end of the year in your investment accounts. | |||
| Helping Family With Money | 13 Nov 2024 | 00:18:15 | |
Daniel 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. | |||
| HSA or 401(k) or IRA - Where to Invest? | 11 Nov 2024 | 00:18:27 | |
Allie and Quint talk about where to invest funds and why. | |||
| 3 Financial Tips for the End of the Year | 08 Nov 2024 | 00:18:29 | |
Daniel and Allie talk about the important things to consider doing before year end. | |||
| Custodial Accounts for Unborn Child | 06 Nov 2024 | 00:18:32 | |
Want to start saving for a child before they are born? Quint and Logan talk about how to do that. | |||
| "Girl Math" | 04 Nov 2024 | 00:20:04 | |
Quint and Allie talk about some of the psychological pitfalls that are out there when it comes to spending. | |||
| How does the Election Impact Your Finances? | 01 Nov 2024 | 00:13:27 | |
Daniel and Logan talk about the upcoming election and how that can influence a financial plan. | |||
| Master Limited Partnerships Taxation | 30 Oct 2024 | 00:22:15 | |
Daniel and Allie talk about taxation on this type of investment. | |||
| DIY Money Jr - Business Income | 28 Oct 2024 | 00:15:02 | |
Logan and Allie talk about managing business income when first starting a business. Where should those earnings go? | |||
| When Do You Need an Advisor? | 25 Oct 2024 | 00:17:02 | |
Allie and Logan talk about when to seek professional advice and when to get an advisor to talk about financial goals. | |||
| Building an Estate Plan | 23 Oct 2024 | 00:16:39 | |
Daniel and Allie discuss the different components of estate planning and the most important things to get in place. | |||
| DIY Money Jr - Set It and Forget It | 21 Oct 2024 | 00:14:58 | |
Daniel and Logan answer this junior question about how to set up investment accounts on auto pilot. | |||
| How to Set Goals - The 5 F's | 18 Oct 2024 | 00:22:50 | |
Quint and Logan explain how they set goals in the different areas of their lives. | |||
| Selling Your Home? Now What? | 16 Oct 2024 | 00:17:16 | |
Quint and Allie talk about the taxes of selling your home and how to potentially invest the proceeds. | |||