Podcasts by DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself.
Disclosures
Further podcasts by Quint Tatro & Daniel Czulno, CFP® a passionate look at everything from budgeting, savings, investing, stocks, bonds, debt. Dave Ramsey, Jill On Money, Smart Money, Motley Fool
Podcast on the topic Selbstverwirklichung
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Living on One Income from 2023-12-11T04:00
Quint and Allie talk about maximizing savings, budgeting, and planning for one spouse to stop working.
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Combining Your Finances from 2023-12-08T04:00
Quint and Logan answer this question about combining finances for newlyweds.
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Long Term Care Insurance from 2023-12-06T04:00
Quint and Daniel talk about long term care insurance and when it is a good time to explore these policies.
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Retirement Savings: Where to Put Money from 2023-12-04T08:45:53
Quint and Daniel dive in to a question about where to put margin as you approach retirement.
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DIY Interview - Jacob Thomson - Professional Marathon Runner and Coach from 2023-12-01T04:00
Quint interviews Jacob Thomson about his Olympics aspirations, coaching business, and DIY Money lifestyle.
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Providing Funds for Special Needs Children from 2023-11-29T04:00
Quint and Daniel break down providing money for special need children through an ABLE account or a 529 plan.
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Alternative Investment Ideas from 2023-11-27T04:00
Quint and Daniel throw around this fun question about shipping container homes and alternative investment ideas.
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DIY Interview - Ian McMillan - What Is A Stock from 2023-11-24T04:00
Quint interviews writer of the book, "What Is A Stock", Ian McMillan to discuss his story and inspiration for the book.
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Hiring Your Child from 2023-11-22T05:55:43
Quint and Allie discuss a strategy of hiring your child and helping them start to save early.
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Deferment on Loans from 2023-11-20T06:56:40
Daniel and Logan discuss deferment on loans and how to strategically payoff debt.
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DIY Interview - Ed Berry - NFL Super Agent - Aaron Rodgers, Randall Cobb, Will Levis, Saquon Barkley from 2023-11-17T04:00
NFL super-agent, Ed Berry, sits down with Quint to discuss his incredible story, from a graduating class of 38 people to representing the likes of Aaron Rodgers, Randall Cobb, Will Levis, and Sa...
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What Account Should I Use to Save? from 2023-11-15T04:00
On this episode of DIY Money, Quint and Daniel answer a question about whether to use a SEP IRA or a solo 401K when saving for retirement.
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Taking Advantage of a Good Situation from 2023-11-13T04:00
On this episode of DIY Money, Daniel and Logan talk about making the most of good financial situations.
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Giving the Gift of Investments from 2023-11-10T12:18:58
On this episode of DIY Money, Allie and Quint talk about gifting investments this holiday season.
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DIY Money Jr - How Does My Money Help Me Get More Money from 2023-11-08T14:53:22
On this episode of DIY Money Junior, Quint and Daniel talk about saving, investing, and growing your money.
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Different Class of Stock from 2023-11-06T04:00
On this episode of DIY Money, Quint and Logan talk about Berkshire Hathaway stock and what different share classes of stock mean.
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Net Worth Averages from 2023-11-03T04:00
On this episode of DIY Money, Quint and Daniel talk about the online studies for average net worth.
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Multiple Monthly Mortgage Payments from 2023-11-01T04:00
On this episode of DIY Money, Quint and Daniel talk about different strategies for paying your mortgage.
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How Much Should I Put in Each Account? from 2023-10-30T06:48:16
On this episode of DIY Money, Logan and Allie talk through allocation of funds to different accounts particularly for kids.
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What Are Treasury Bonds and How to Use Them? from 2023-10-27T12:59:31
In this episode of DIY Money, Daniel and Logan talk about treasury bonds and the best ways to utilize them in your portfolio.
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DIY Money JR - First Time Investing from 2023-10-25T04:00
On this episode of DIY Money Junior, Logan and Allie talk about how to start investing and what to invest in.
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Determining a Companies Financial Health from 2023-10-23T04:00
On this episode of DIY Money, Quint and Logan bring it back to the classroom and talk about analyzing companies and evaluating their cash flows.
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Are Managed Funds Worth the Fees? from 2023-10-20T04:00
On this episode of DIY Money, Quint and Daniel talk about actively managed funds and whether they are worth the additional fees.
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Can an HSA Also Be an Emergency Fund? from 2023-10-18T16:14:40
On this episode of DIY Money, Quint and Allie talk about utilizing an HSA as a backup emergency fund.
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Managing Credit Cards and Building Credit from 2023-10-16T04:00
On this episode of DIY Money, Quint and Logan talk about how to manage credit cards and the best ways to build credit.
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Where to Put Margin? from 2023-10-13T04:00
On this episode of DIY Money, Quint and Allie answer a classic question of where to allocate funds. Should you put more towards paying off your house? Or utilize an HSA account?
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DIY Money JR - Why Should You Start Saving Early? from 2023-10-11T07:20:54
On this episode of DIY Money Junior, Quint and Daniel talk about the power of compounding and how important it can be to start saving early.
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Money Market for Your Emergency Fund? from 2023-10-09T04:00
On this episode of DIY Money, Quint and Logan talk about money market funds and if they are a good place to put your emergency fund.
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Changing Allocation as You Approach Retirement from 2023-10-06T04:00
On this episode of DIY Money, Daniel and Quint talk about transitioning investments towards a dividend portfolio as you near retirement.
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Real Estate Syndicate from 2023-10-04T04:00
On this episode of DIY Money, Quint and Allie talk about real estate syndicates and how they could fit into a portfolio.
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Excess Contributions and Tax Strategies from 2023-10-02T04:00
On this episode of DIY Money, Quint and Logan talk about what to do when you over contribute to a retirement account and tax strategies to think about.
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Roth Or Brokerage Account from 2023-09-29T04:00
On this episode of DIY Money, Quint and Daniel talk about contributing to a brokerage account versus a Roth IRA account.
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Benefits of Traditional and Roth IRAs from 2023-09-27T04:00
On this episode of DIY Money, Quint and Daniel talk about the benefits of IRAs and whether it makes sense to do a backdoor Roth IRA contribution.
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Self-Employment Tax and Retirement Strategies from 2023-09-25T04:00
On this episode of DIY Money, Quint and Daniel talk about taxes and saving for retirement when you are self-employed.
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Taxes and Marriage from 2023-09-22T04:00
On this episode of DIY Money, Quint and Logan discuss how taxes change after marriage and how to adjust your plan accordingly.
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Different Types of Bonds from 2023-09-20T04:00
On this episode of DIY Money, Quint and Daniel talk about the different types of bonds and where those belong in your portfolio.
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Buying an Active Fund in Your Retirement Account from 2023-09-18T04:00
On this episode of DIY Money, Quint and Daniel talk about diversification and buying actively managed funds in your retirement account.
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Fix Your Car or Get a New One? from 2023-09-15T04:00
On this episode of DIY Money, Quint and Logan talk about vehicles and whether to fix it or get a new one.
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Over or Under Funding a 529 Plan from 2023-09-13T04:00
On this episode of DIY Money, Quint and Allie talk about over or under funding a 529 plan when saving for education.
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Should I Sell a Stock that Has a Loss? from 2023-09-11T04:00
On this episode of DIY Money, Quint and Logan talk about investments that have been losers. Should you sell or hold?
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Keeping Your Old Home and Renting from 2023-09-08T04:00
On this episode of DIY Money, Quint and Daniel talk about a common phenomenon in the current rental market, keeping your old home and renting it out.
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DIY Interview - Lauren Jacobs ”Cheerful Baker” from 2023-09-06T04:00
On this special DIY Money episode, Quint interviews Lauren Jacobs about her side hustle turned successful business.
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DIY MONEY JR - How Do Savings Grow? from 2023-09-04T08:02:38
On this episode of DIY Money Júnior, Quint and Logan explain how savings and investments grow over time.
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Common Versus Preferred Shares from 2023-09-01T04:00
On this episode of DIY Money, Quint and Allie talk through the differences between common and preferred stock.
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401K Versus IRA from 2023-08-30T04:00
On this episode of DIY Money, Quint and Allie talk about prioritizing contributions to a 401K versus IRA.
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Financial Marriage Advice from 2023-08-28T04:00
On this episode of DIY Money, Quint and Logan talk about financial marriage advice.
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Whole Life Insurance from 2023-08-25T04:00
On this episode of DIY Money, Quint and Daniel talk all things whole life insurance.
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Planning and Saving With a Disability from 2023-08-23T04:00
On this episode of DIY Money, Quint and Daniel talk through saving if you have a disability and planning ahead with disability insurance.
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HSA Savings and DIY Money Steps from 2023-08-21T04:00
On this episode of DIY Money, Quint and Daniel rehash the DIY Money steps and talk about building in an HSA to your financial plan.
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Wise Home Remodels from 2023-08-18T04:00
On this episode of DIY Money, Quint and Daniel talk about home remodels and how to wisely invest in your home to make money.
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Adjusting Retirement Savings for Near Term Goals from 2023-08-16T11:16
On this episode of DIY Money, Quint and Daniel answer a question about adjusting 401K contributions to pay for kids college.
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Budgeting for Goals from 2023-08-14T04:00
On this episode of DIY Money, Quint and Allie lay out how to budget for goals.
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Dividend Stocks and Reinvestment from 2023-08-11T04:00
On this episode of DIY Money, Quint and Daniel discuss dividend paying stocks and reinvesting dividends.
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Planning for Death from 2023-08-09T04:00
On this episode of DIY Money, Quint and Daniel talk about how to smartly plan for someone's passing.
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Company Stock Incentive Plans from 2023-08-07T04:00
On this episode of DIY Money, Quint and Logan talk about various stock incentives like ISOs, RSUs, and NSOs.
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Actively Trading Your Roth IRA from 2023-08-04T04:00
On this episode of DIY Money, Daniel and Logan discuss trading in a Roth IRA, the tax implications of doing so, and their thoughts on managing in this way.
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Tax Planning in a No Income Tax State from 2023-08-02T04:00
On this episode of DIY Money, Logan and Allie talk about tax planning for states with no income tax.
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Municipal Bonds versus US Government Bonds from 2023-07-31T04:00
On this episode of DIY Money, Daniel and Logan talk about municipal bonds and US government bonds. They talk about the pros of each and why you would add them to your portfolio.
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Should I Buy Solar Panels? from 2023-07-28T04:00
On this episode of DIY Money, Quint and Daniel go in depth on the financial decision of buying solar panels.
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Changing Investments Due to Expense Ratio from 2023-07-26T04:00
On this episode of DIY Money, Quint and Daniel discuss expense ratios and swapping one investment for another.
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Employee Stock Purchase Plans from 2023-07-24T04:00
On this episode of DIY Money, Quint and Daniel talk about Employee Stock Purchase Plans.
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How to Get Past the Fear of Investing? from 2023-07-21T04:00
On this episode of DIY Money, Quint and Logan talk about the important mental aspect of investing.
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529 Penalties and Taxes from 2023-07-19T04:00
On this episode of DIY Money, Quint and Logan clarify what actual fees and taxes you could pay on a 529 plan. They talk about some of the benefits of this plan as well.
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Lump Sum Pension or Annuity Payout? from 2023-07-17T04:00
On this episode of DIY Money, Quint and Logan break down decisions between a lump sum rollover of a pension or turning it into a annuity stream.
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What Should I Deduct on My Taxes? from 2023-07-14T04:00
On this episode of DIY Money, Allie and Quint talk about tax deductions and if itemization is worth it.
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What Is a Wash Sale and How to Avoid It? from 2023-07-12T04:00
On this episode of DIY Money, Quint and Daniel talk through the intricacies of wash sales for investments.
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Look Out, Student Loans are Back from 2023-07-10T04:00
On this episode of DIY Money, Quint and Daniel talk about student loans resuming and saving for bigger expenses.
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Different Types of Custodial Account from 2023-07-07T04:00
On this episode of DIY Money, Daniel and Logan talk about the different types of custodial accounts.
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Setting Up a Retirement Plan at Work from 2023-07-05T04:00
On this episode of DIY Money, Daniel and Logan talk through setting up a retirement plan for a small business.
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Should I Buy an Annuity? from 2023-07-04T07:23:13
On this episode of DIY Money, Daniel and Logan discuss what annuities are and our thoughts on them.
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Should I Have Dividends? from 2023-06-30T04:00
On this episode of DIY Money, Quint and Allie talk about dividends and whether or not you should own them.
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Don’t Break the Bank on a Wedding from 2023-06-28T04:00
On this episode of DIY Money, Daniel and Quint talk about saving, budgeting, and paying for a wedding.
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Payment Strategy for Student Loans from 2023-06-26T04:00
On this episode of DIY Money, Daniel and Quint talk through paying off student loans.
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Retirement Rules of Thumb from 2023-06-23T04:00
On this episode of DIY Money, Quint and Logan talk about retirement rules of thumb and the 4% rule.
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DIY Money Jr- Should I Save Or Invest? from 2023-06-21T04:00
On this episode of DIY Money Junior, Allie and Quint discuss saving versus investing, specifically for college.
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Lump Sum or DCA Inheritance from 2023-06-19T04:00
On this episode of DIY Money, Quint and Logan answer a question about investing in a lump sum or by dollar cost averaging for kids.
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How to Locate Retirement Savings from 2023-06-16T04:00
On this episode of DIY Money, Daniel and Allie discuss how to find the best place for your retirement money.
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Simple IRAs and 401Ks for a Small Business from 2023-06-14T04:00
On this episode of DIY Money, Daniel and Logan talk about Simple IRAs for small businesses versus 401Ks and what benefits a plan administrator should provide.
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Withholding Taxes on Distributions from 2023-06-12T04:00
On this episode of DIY Money, Daniel, Logan, AND Allie talk about withholding taxes on distributions out of a retirement account or an inherited retirement account.
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Retirement Account Allocation from 2023-06-09T04:00
On this episode of DIY Money, Daniel and Logan talk about allocation in retirement accounts, specifically in a TSP.
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Dollar Cost Averaging Into Individual Stocks from 2023-06-07T04:00
On this episode of DIY Money, Daniel and Logan talk about buying individual stocks and whether to continue dollar cost averaging into them.
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How Does My Pension Change My Plan? from 2023-06-05T04:00
On this episode of DIY Money, Logan and Daniel talk about how pensions impact a long term financial plan.
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Custodial and Investment Accounts for Kids from 2023-06-02T04:00
On this episode of DIY Money, Daniel and Quint talk about investing for kids and what situations you should consider using different types of accounts.
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Budgeting Tips and Tricks from 2023-05-31T08:22:40
On this episode of DIY Money, Quint and Allie talk about budgeting tips and tricks.
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Should I Use a 529 Now? from 2023-05-29T04:00
On this episode of DIY Money, Quint introduces the newest member of the DIY and Joule team Allie Howard CPA MBA. Listen to them talk about 529 plans and the new strategies available for them.
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DIY MONEY JR- Starting an Online Business from 2023-05-26T04:00
On this episode of DIY Money Junior, Logan and Quint talk about starting an online business.
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Buying a Home? How Much Should You Put Down? from 2023-05-24T04:00
On this episode of DIY Money, Daniel and Logan talk about what percentage to put down on your home.
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Take More Risk With a Pension? from 2023-05-22T04:00
On this episode of DIY Money, Logan and Daniel talk about risk when factoring in a pension to a financial plan.
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Increasing 401K Savings to Save on Taxes from 2023-05-19T04:00
On this episode of DIY Money, Logan and Daniel talk about increasing 401K savings to ultimately save on taxes.
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Using an HSA for Retirement from 2023-05-17T04:00
On this episode of DIY Money, Logan and Daniel talk about calculating retirement needs while factoring in an HSA.
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We Want You At Joule! from 2023-05-15T21:51:39
We would love to have you apart of our team at Joule Financial. Learn more about our open position HERE.
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Savings Bucket for a Baby from 2023-05-15T04:00
On this episode of DIY Money, Quint and Logan talk about creating an extra savings bucket when planning on having a baby.
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Should I Pay Off My Mortgage? Or Invest? from 2023-05-12T04:00
On this episode of DIY Money, Quint and Logan talk through the qualitative and quantitative factors to paying off your mortgage versus investing.
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What to Do When You Make Over the Roth IRA Limits? from 2023-05-10T04:00
On this episode of DIY Money, Quint and Daniel talk about what to do when you start making income over the Roth income limits.
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What Happens To My Loan If My Bank Fails? from 2023-05-08T04:00
On this episode of DIY Money, Quint and Daniel talk about what would happen to your mortgage, car loan, etc. if your bank were to fail.
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Inheritance, EE Bonds, and Taxes from 2023-05-05T04:00
On this episode of DIY Money, Quint and Daniel talk about inheriting EE bonds and what to do with them.
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More Margin, Now What? from 2023-05-03T04:00
On this episode of DIY Money, Quint and Daniel talk about what to do when you start having more margin.
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How to Find a Good Tax Accountant? from 2023-05-01T04:00
On this episode of DIY Money, Quint and Daniel talk about how they find professionals to work with.
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Buying a Manufactured Home from 2023-04-28T04:00
On this episode of DIY Money, Daniel and Logan answer a question about buying a manufactured home.
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1% Match on Your Roth IRA from 2023-04-26T04:00
On this episode of DIY Money, Daniel and Logan talk about incentives that investment companies offer for Roth contributions.
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Maxing Out Your Retirement from 2023-04-24T04:00
On this episode of DIY Money, Logan and Daniel talk about maxing out your retirement savings.
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Are My Percent Contributions to Roth or Traditional 401K the Same? from 2023-04-21T04:00
On this episode of DIY Money, Quint and Logan talk about changing your 401K from Traditional to Roth and how that changes your paycheck.
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Saving for Retirement With a Pension from 2023-04-19T04:00
On this episode of DIY Money, Quint and Logan discuss the changes of saving for retirement when you have a pension.
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Saving for a Special Needs Child from 2023-04-17T04:00
On this episode of DIY Money, Quint and Logan discuss savings for a special needs child.
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How Much Should My Mortgage Payment Be? from 2023-04-14T04:00
On this episode of DIY Money, Quint and Daniel discuss buying a home and how much to allocate to your mortgage each month.
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Series EE Savings Bonds from 2023-04-12T04:00
On this episode of DIY Money, Quint and Daniel discuss Series EE Bonds and what to do with them.
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DIY Money Jr - Invest in Stocks or Somewhere Else? from 2023-04-10T04:00
On this episode of DIY Money Junior, Quint and Daniel discuss investing while you are young and the best places to put your money.
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Multiple or One Savings Account? from 2023-04-07T04:00
On this episode of DIY Money, Quint and Daniel talk about having 1 savings account versus having multiple for several different goals.
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5 Years From Retirement, What Do I Do? from 2023-04-03T04:00
In this episode of DIY money, Quint and Daniel talk about what to do as you are approaching retirement with your investments.
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Getting a Tax Refund from 2023-03-31T04:00
On this episode of DIY Money, Quint is once again joined by guest Bobby Livesay. They discuss what to do with a tax refund and how to navigate your tax withholdings.
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Quarterly Tax Payments from 2023-03-29T04:00
On this episode of DIY Money, Quint is joined by guest Bobby Livesay and they discuss making quarterly tax payments.
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Starting a Roth Early from 2023-03-27T04:00
On this episode of DIY Money, Quint and Logan talk about starting a Roth early on in life and investing while in college.
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Impact Investing from 2023-03-24T04:00
On this episode of DIY Money, Quint and Daniel discuss what impact investing means and how they approach this topic.
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Taking on Debt for Rental Real Estate from 2023-03-22T04:00
On this episode of DIY Money, Quint and Daniel discuss if it is wise to take on debt for a rental real estate investment.
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Helping Your Parents Retire from 2023-03-20T04:00
On this episode of DIY Money, Quint and Daniel talk about the difficulties of helping your parents save and plan for retirement.
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Should I Pay off My Mortgage with Retirement Funds? from 2023-03-17T04:00
On this episode of DIY Money, Quint and Daniel talk about when it does and does not make sense to use retirement money to pay off your home.
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”Buy When the Market is Low” -- With What?? from 2023-03-15T04:00
Everyone says "Buy When the Market is Low". On this episode of DIY Money, Quint and Daniel talk about that common phrase and why it is not so easy to do so.
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Resources that Teach Your Kids Investing from 2023-03-13T04:00
On this episode of DIY Money, Quint and Daniel talk about different resources that can help teach kids about investing.
Check out Ian McMillan's book "What Is A Stock" at whatisa...
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Adding a Spouse to Your Mortgage and Home from 2023-03-10T04:00
On this episode of DIY Money, Quint and Daniel answer a question about adding a spouse to the mortgage and home title.
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Selling Investments to Buy a House from 2023-03-08T04:00
On this episode of DIY Money, Quint and Daniel talk through if it makes sense to sell investments to buy a house.
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More Savings or More Fun? from 2023-03-06T04:00
On this episode of DIY Money, Quint and Daniel debate saving for the future or spending for now.
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Purchasing a Business from 2023-03-01T04:00
On this episode of DIY Money, Quint and Logan talk about debt and buying a business.
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Roth vs. 401K Debate from 2023-02-26T04:00
On this episode of DIY Money, Quint and Logan debate using a Traditional 401K or Roth 401K or something else.
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529, Custodial Accounts, and Joint Accounts from 2023-02-22T04:00
On this episode of DIY Money, Daniel and Logan walk through various ways to save for kids whether that is for college or other goals.
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What to Do With Home Sale Proceeds from 2023-02-19T04:00
On this episode of DIY Money, Daniel and Logan talk about what to do with the proceeds once you sell your home.
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What to Prioritize in 2023 from 2023-02-15T04:00
On this episode of DIY Money, Quint and Logan talk through priorities for your financial life in 2023.
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DIY Money Jr - How to Make Money Online from 2023-02-14T10:13:03
On this episode of DIY Money Junior, Quint and Logan talk about how to make money online.
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DIY Money Jr - What to Do With a Full Piggy Bank from 2023-02-12T04:00
On this episode of DIY Money Junior, Quint and Logan talk about what to do when you have a full piggy bank.
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Paying Rent While Looking for a House from 2023-02-08T04:00
On this episode of DIY Money, Quint and Daniel talk about paying rent while you are looking to buy a house.
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Starting a Business Without Massive Debt from 2023-02-05T04:00
On this episode of DIY Money, Quint and Daniel discuss how to start and grow a business without taking on loads of debt.
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Differences Between Cash Equivalents from 2023-02-01T04:00
On this episode of DIY Money, Daniel and Logan talk through different cash equivalents like treasuries, CDs, and money market funds.
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Should I Have Bonds in My Brokerage Account? from 2023-01-29T04:00
On this episode of DIY Money, Daniel and Logan discuss owning bonds and if you should have them in your brokerage or taxable account.
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Pay off My Mortgage or Invest? from 2023-01-25T04:00
On this episode of DIY Money, Quint and Daniel take a deeper look into paying down your mortgage versus investing.
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Paying off Student Loan Debt from 2023-01-22T04:00
On this episode of DIY Money, Quint and Daniel answer a question on how to balance paying off student loan debt versus investing in retirement accounts.
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What Should My Net Worth Be? from 2023-01-18T04:00
On this episode of DIY Money, Quint and Logan discuss financial goals and talk about the "net worth by age X" calculations.
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Investing for Kids and New 529 Rules from 2023-01-15T04:00
On this episode of DIY Money, Quint and Logan talk through new changes and rules for 529 plans along with their thoughts on saving for your kids.
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Variable Annuities from 2023-01-11T08:39:25
On this episode of DIY Money, Quint and Logan discuss variable annuities. They walk through how they work, their fees, and how to potentially get out of them.
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How to Choose an S&P500 Fund from 2023-01-08T04:00
On this episode of DIY Money, Quint and Logan discuss how to select an S&P500 fund.
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SPECIAL EPISODE - The Traveling Gamblers from 2023-01-05T10:39:15
On this special episode of DIY Money, Quint interviews The Traveling Gamblers. This pair has made a life of hopping from port to port, cruise ship to cruise ship as a guest of casinos far and wi...
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DIY Money Jr - What Companies Should I Buy? from 2023-01-04T04:00
On this episode of DIY Money, Quint and Daniel discuss the basics to buying companies.
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BACK TO THE BASICS - Investing from 2023-01-01T19:08:31
On this episode of DIY Money, Quint and Daniel discuss the basics to investing.
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BACK TO THE BASICS - Margin from 2022-12-28T04:00
On this episode of DIY Money, Quint and Daniel dive into how to get margin and where to apply it.
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BACK TO THE BASICS - Budgeting from 2022-12-25T04:00
On this episode of DIY Money, Quint and Daniel go back to the fundamentals and break down how to start, develop, and maintain a budget.
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Extra Payment to Your Mortgage? from 2022-12-21T04:00
On this episode of DIY Money, Daniel and Logan discuss the practice of making a 13th payment on your mortgage each year.
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Rent or Sell Your Starter Home? from 2022-12-18T04:00
On this episode of DIY Money, Daniel and Logan answer a question about whether to sell your starter home or keep it and rent it out.
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Broker CDs from 2022-12-14T04:00
On this episode of DIY Money, Quint and Daniel discuss the ins and outs of Broker CDs and how to get interest on your funds.
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How to Bring in Clients to My Small Business from 2022-12-11T04:00
On this episode of DIY Money, Quint and Daniel discuss how to start a business and begin bringing in clients.
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Financially Planning for Children from 2022-12-07T04:00
On this episode of DIY Money, Quint and Daniel discuss the financial considerations to make before having kids and the expenses that come with that decision.
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Over Contributing to Tax Efficient Accounts from 2022-12-04T04:00
On this episode of DIY Money, Quint and Daniel discuss what happens when you contribute over the maximum in a retirement or HSA account.
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Buying a Car for a Gap Period from 2022-11-30T08:29:24
In this episode of DIY Money, Quint and Logan discuss a unique situation of buying a car for a short period of time.
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Using a Roth IRA for Emergencies from 2022-11-27T04:00
On this episode of DIY Money, Quint and Logan talk through the circumstances when you can use a Roth IRA for emergencies and discuss their thoughts on utilizing a Roth in this way.
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Should I Do a Backdoor Roth Conversion? from 2022-11-23T04:00
On this episode of DIY Money, Quint and Daniel discuss utilizing an employer 401K in order to facilitate a backdoor Roth conversion.
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Taxes on Non-Retirement Accounts from 2022-11-20T04:00
On this episode of DIY Money, Daniel and Quint discuss taxes for taxable investing accounts and break down the usefulness of these types of accounts.
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Funding a Home Remodel from 2022-11-16T04:00
On this episode of DIY Money, Quint and Daniel discuss ideas for funding a home remodel.
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Managing My Debt in a High Rate Environment from 2022-11-13T04:00
On this episode of DIY Money, Quint and Daniel discuss their thoughts on ARMs, refinancing, debt, and building in this environment.
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Thoughts on Different Types of Insurance from 2022-11-09T04:00
On this episode of DIY Money, Quint and Daniel discuss several different kinds of insurance, everything from term life insurance to pet insurance.
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Starting in the Financial Business from 2022-11-06T05:00
On this episode of DIY Money, Quint and Daniel talk about being in the financial advising/planning world and they dive into the pros and cons of the business.
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Insurance Investments from 2022-11-02T04:00
On this episode of DIY Money, Daniel and Logan discuss their thoughts on insurance as an investment.
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Planning for Retirement Medical Expenses from 2022-10-30T04:00
On this episode of DIY Money, Daniel and Logan discuss planning for retirement medical expenses.
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Saving When Self Employed from 2022-10-26T04:00
On this episode of DIY Money, Daniel and Logan discuss different ways to save when you are self employed.
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Investing in Family Real Estate from 2022-10-23T04:00
On this episode of DIY Money, Quint and Daniel discuss a unique question about investing in a generational family property.
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Saving for Near Term Goals from 2022-10-19T04:00
On this episode of DIY Money, Quint and Daniel discuss different savings options for near term goals.
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When Fiscal Responsibility Gets Boring from 2022-10-16T04:00
On this episode of DIY Money, Quint and Daniel talk about how to keep yourself motivated when saving, investing, and budgeting start to get boring.
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Managing Your Checking Account Balance from 2022-10-12T04:00
On this episode of DIY Money, Quint and Daniel discuss different strategies and thoughts on how much to keep in your checking account.
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Contributing to 401Ks, IRAs, and Roths from 2022-10-09T04:00
On this episode of DIY Money, Quint and Daniel discuss the thought process for deciding whether to contribute to a 401K, IRA, or Roth.
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Leasing vs. Owning Your Car from 2022-10-05T04:00
In this episode of DIY Money, Daniel and Logan discuss the math to consider when determining whether to lease or buy a car.
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Renting vs. Buying Your Home? from 2022-10-02T04:00
In this episode of DIY Money, Daniel and Logan discuss the differences between renting or buying your home and debate the pros and cons for each.
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What Certifications Should I Get? from 2022-09-28T04:00
On this episode of DIY Money, Daniel and Logan discuss the different certifications out there and which ones are beneficial for you.
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Student Loan Forgiveness from 2022-09-25T04:00
On this episode of DIY Money, Daniel and Logan discuss the new student loan forgiveness program and how to start navigating it.
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Investing with Currency Risk from 2022-09-21T04:00
On this episode of DIY Money, Quint and Daniel tackle and excellent question from across the pond and discuss the impact of currency risk.
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DIY Money Jr - How to Save for College from 2022-09-18T04:00
On this episode of DIY Money Jr, Quint and Daniel discuss how to save money for college and how to invest those funds.
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When to Accept Money from Family Members from 2022-09-14T04:00
On this episode of DIY Money, Quint and Logan discuss good times and potentially bad times to accept money from family.
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Starting a Healthy Financial Marriage from 2022-09-11T04:00
On this episode of DIY Money, Quint and Logan discuss how to start and maintain healthy financial practices in your marriage.
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Backdoor Roth Conversion Strategy from 2022-09-07T04:00
On this episode of DIY Money, Quint and Daniel discuss backdoor Roth conversion strategy and share their thoughts on utilizing it.
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Investing for Retirement Without a 401K from 2022-09-04T07:17:38
On this episode of DIY Money, Quint and Daniel discuss other options for investing when your employer does not provide a company 401K.
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How Do I Invest My Assets? from 2022-08-31T04:00
On this episode of DIY Money, Quint and Daniel discuss how to build an allocation and what things to consider when doing so.
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Are Your Advisors Fees Worth It? from 2022-08-28T04:00
On this episode of DIY Money, Quint and Daniel discuss how to determine if the advisor fees you are paying are worth it.
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Thoughts on Target Date Funds? from 2022-08-26T04:00
In this episode of DIY Money, Daniel and Logan discuss the pros and cons of target date funds.
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Investing in 401ks or Other Retirement Accounts from 2022-08-25T08:57:06
On this episode of DIY Money, Daniel and Logan discuss the difference in investing through your company retirement account versus using outside accounts like a Roth or IRA.
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What Does a Recession Look Like? from 2022-08-17T08:10:52
In this episode of DIY Money, Quint and Daniel discuss what to expect from a recession and what finance can look like in a tough environment.
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One Time Investment vs. Dollar Cost Averaging? from 2022-08-10T09:04:37
In this episode of DIY Money, Quint and Daniel discuss the differences between investing lump sums or dollar cost averaging.
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Saving Future Contributions from 2022-08-07T04:00
On this episode of DIY Money, Quint and Daniel discuss methods for saving up before contributing to various accounts each year.
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DIY Money Jr - What to do with Money from Your First Job from 2022-08-05T04:00
In this DIY Money Junior episode, Quint and Daniel discuss how to think about money from your first job.
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Money in Your Marriage from 2022-08-04T11:10:47
On this episode of DIY Money, Daniel and Quint talk about some of the strategies they use for handling money in their households and marriages.
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Owner or Employee which is better? from 2022-07-27T04:00
On this episode of DIY Money, Quint and Daniel discuss the differences between being an employee in a business or an owner of a business.
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How Do I Stop Being Cheap? from 2022-07-24T04:00
On this episode of DIY Money, Quint and Daniel discuss the mindset of spending and the psychology that influences what you spend and what you save.
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Investing in Real Estate Versus Stocks from 2022-07-20T04:00
On this episode of DIY Money, Quint and Daniel discuss the differences in the Real Estate and Stock Market and discuss the pros and cons of those investments.
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Tracking Your Investment Allocation from 2022-07-17T04:00
On this episode of DIY Money, Quint and Daniel walk through what they use to track their financial investments.
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Unique Ways to Use Your Home Equity from 2022-07-13T08:41:36
On this episode of DIY Money, Quint and Daniel discuss strategies for utilizing your primary home's equity.
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Balancing Goals and Savings from 2022-07-10T04:00
On this episode of DIY Money, Quint and Daniel discuss balancing goals and savings.
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How to Have Long Term Financial Conversations from 2022-07-06T11:24:02
On this episode of DIY Money, Quint and Daniel give advice on how to have long-term financial conversations with family members.
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How to Invest an Inherited IRA from 2022-07-03T04:00
On this episode of DIY Money, Quint and Daniel discuss how to invest an Inherited IRA.
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Investing in the Current Market Environment from 2022-06-29T04:00
On this episode of DIY Money, Quint and Daniel discuss investing in the current market environment.
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Margin and Options? Should You be Using Them? from 2022-06-26T04:00
On this episode of DIY Money, Logan and Daniel discuss margin and options trading, and whether you should be using them.
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Where to Put Additional Savings? from 2022-06-22T13:53:33
On this episode of DIY Money, Logan and Daniel discuss where to put any additional savings.
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Best Ways to Increase Your Credit Score from 2022-06-19T04:00
On this episode of DIY Money, Quint and Daniel discuss the best ways to increase your credit score.
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How to Utilize I Bonds from 2022-06-15T04:00
On this episode of DIY Money, Quint and Daniel discuss how to utilize I Bonds.
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Paying Off a Mortgage vs Investing from 2022-06-12T04:00
On this episode of DIY Money, Quint and Daniel discuss the mathematics and psychology of paying off a mortgage vs investing.
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When to Encourage Meeting With an Advisor from 2022-06-08T08:57:08
On this episode of DIY Money, Quint and Daniel discuss when you should encourage others nearing retirement to meet with an advisor.
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Planning for Early Retirement from 2022-06-05T04:00
On this episode of DIY Money, discuss planning for early retirement.
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What To Do After a Financial Misstep from 2022-06-02T08:16:47
On this episode of DIY Money, Quint and Daniel discuss what to do after a financial misstep.
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What Does my Tax Deduction Look Like? from 2022-05-29T04:00
On this episode of DIY Money, Quint and Daniel discuss what tax deductions you should consider taking.
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Should I Have an Active Advisor? from 2022-05-25T10:29:52
On this episode of DIY Money, Quint and Daniel discuss whether you should have an active advisor.
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When to Make a Change in Your Financial Plan from 2022-05-22T04:00
On this episode of DIY Money, Quint and Logan give advice on when to make a change in your financial situation.
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Using Leveraged ETFs from 2022-05-19T08:17:04
On this episode of DIY Money, Quint and Logan discuss using leveraged ETFs.
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When and Why to Rebalance Investments from 2022-05-15T04:00
On this episode of DIY Money, Logan and Daniel discuss when and why it is necessary to rebalance investments.
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Social Security Survivor Benefits from 2022-05-11T09:41:12
On this episode of DIY Money, Daniel and Logan discuss the survivor benefits of social security.
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What To Do With an ESOP from 2022-05-08T04:00
On this episode of DIY Money, Quint and Daniel discuss what to do with an ESOP.
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How to Manage Through Inflation from 2022-05-04T10:38:04
On this episode of DIY Money, Quint and Daniel give advice on how to manage inflation.
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How to Prepare for Buying a House from 2022-05-01T04:00
On this episode of DIY Money, Quint and Daniel give advice on how to prepare for buying a house.
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Using Student Loan to Maintain Cash Reserves from 2022-04-27T09:10
On this episode of DIY Money, Quint and Daniel discuss using student loans to maintain cash reserves.
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Roth 401K vs Roth IRA from 2022-04-24T09:05
On this episode of DIY Money, Quint and Daniel discuss the difference between contributing to a Roth 401K vs a Roth IRA.
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MBA Degree versus CFA from 2022-04-20T04:00
On this episode of DIY Money, Quint and Daniel discuss the differences between getting your MBA degree or CFA.
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Taking Goals to Next Level from 2022-04-17T04:00
On this episode of DIY Money, Daniel and Logan give advice on taking goals to the next level.
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Getting Into Rental Business With a Friend from 2022-04-10T04:00
On this episode of DIY Money, Quint and Daniel discuss getting into the rental business with a friend.
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Using Cash to Pay Down Student Loans from 2022-04-06T10:26:05
On this episode of DIY Money, Quint and Daniel discuss using cash to pay down student loans.
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When to Invest Individual Retirement Account? from 2022-04-03T04:00
On this episode of DIY Money, Logan and Daniel discuss when to invest individual retirement accounts.
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Average Return vs Realized Return from 2022-03-30T10:58:20
On this episode of DIY Money, Logan and Daniel discuss the differences between an average annual return vs a realized return.
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How to Plan for a Stay at Home Spouse from 2022-03-23T08:33:56
On this episode of DIY Money, Quint and Daniel discuss how to financially plan for a stay-at-home spouse.
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Alternative Investments from 2022-03-20T04:00
On this episode of DIY Money, Quint and Daniel discuss alternative investments outside of traditional investment accounts.
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Where to Allocate Pay Raise from 2022-03-18T10:58:56
On this episode of DIY Money, Quint and Daniel discuss where to allocate a pay raise.
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Avoiding Lifestyle Creep from 2022-03-13T04:00
On this episode of DIY Money, Quint and Daniel give advice on avoiding lifestyle creep.
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Savings Rules of Thumb from 2022-03-11T08:22:26
On this episode of DIY Money, Quint and Daniel share a couple of savings rules of thumb to follow.
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How to Save for Mid-Term Goals from 2022-03-06T04:00
On this episode of DIY Money, Quint and Daniel discuss how to save for mid-term goals.
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How to Get on Track After an Emergency from 2022-03-02T04:00
On this episode of DIY Money, Quint and Daniel give advice on how to get back on track after an emergency.
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Robo Advisor vs Target Date Funds from 2022-02-28T08:10:57
On this episode of DIY Money, Quint and Daniel discuss the difference of investing with a Robo Advisor or in a Target Date Fund.
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When Do Roth Conversions Make Sense? from 2022-02-23T04:00
On this episode of DIY Money, Quint and Daniel explain what a Roth Conversion is and when you should consider doing it.
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Why HSA Insurance Plans Cost More from 2022-02-20T04:00
On this episode of DIY Money, Daniel and Logan discuss HSA plans and why they cost more.
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Converting 401K to Roth 401K from 2022-02-16T08:42:46
On this episode of DIY Money, Daniel and Logan discuss converting your Traditional 401K to a Roth 401K.
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How to Invest For Your Kids from 2022-02-13T04:00
On this episode of DIY Money, Quint and Logan talk about how to start investing for your kids.
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DIY Money Jr - When to Sell Your Stocks from 2022-02-10T08:23:34
On this episode of DIY Money, Quint and Logan discuss when to consider selling stocks.
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Too Much Cash In My Allocation? from 2022-02-06T04:00
On this episode in DIY Money, Quint and Daniel discuss allocation and whether you may have too much cash in your portfolio.
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Is Debt Consolidation Worth It? from 2022-02-02T04:00
On this episode of DIY Money, Quint and Daniel discuss debt consolidation.
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What To Do With a Previous Retirement Plan from 2022-01-30T04:00
On this episode of DIY Money, Quint and Logan discuss what to do with a previous employer's retirement plan.
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Getting Started as a CPA and CFP from 2022-01-26T04:00
On this episode of DIY Money, Quint and Logan give advice on getting started as a CPA and CFP.
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Investing When You Can’t Use an IRA from 2022-01-24T08:42:19
On this episode of DIY Money, Daniel and Logan discuss where you can invest if you are unable to invest in a Roth IRA.
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When to Quit a Stressful Job from 2022-01-24T08:37:41
On this episode of DIY Money, Logan and Daniel discuss when it is appropriate time to quit a stressful job.
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How to Prioritize Saving vs Debt Payoff Goals from 2022-01-12T00:04
On this episode of DIY Money, Quint and Daniel discuss prioritizing saving vs debt payoff goals.
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Pay Off Student Loans Now or Gradually from 2022-01-11T08:36:40
On this episode of DIY Money, Quint and Daniel discuss paying off student loans now or gradually.
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Using Home Equity for Rental Real Estate from 2022-01-05T04:00
On this episode of DIY Money, Quint and Daniel discuss using a HELOC to fund a down payment for a rental property.
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Traditional IRA vs Roth IRA from 2022-01-03T08:22:33
On this episode of DIY Money, Quint and Daniel discuss the key differences between a Traditional IRA vs a Roth IRA.
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Options for Leaving the Pension System from 2021-12-29T08:09:31
On this episode of DIY Money, Quint and Logan discuss options for leaving the pension system.
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Pay Down Student Loans or Invest Early from 2021-12-26T04:00
On this episode of DIY Money, Quint and Daniel discuss whether they would put all savings prior to school towards paying off student loans or invest early in an account.
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Holiday Saving from 2021-12-22T08:53:14
On this episode of DIY Money, Quint and Logan discuss fun gift ideas that save money.
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Deciding Between 401K and ESPP from 2021-12-19T04:00
On this episode of DIY Money, Quint and Daniel discuss the difference between contributing to a 401K and ESPP.
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Ethereum and NFTs from 2021-12-15T12:41:17
On this episode of DIY Money, Quint and Daniel explain what the Metaverse, NFTs, and Ethereum are and why they are important.
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Investing Excess Savings from 2021-12-12T04:00
On this episode of DIY Money, Quint and Logan discuss whether you should invest excess savings outside of an emergency fund.
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When Do You Move States for a Job? from 2021-12-08T08:18:55
On this episode of DIY Money, Quint and Logan talk about what to consider when offered a job out of state.
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How to Give Stock as a Holiday Gift from 2021-12-06T08:26:08
On this episode of DIY Money, Quint and Logan discuss how to gift stock for the holidays.
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What are Restricted Stock Units (RSU)? from 2021-12-01T08:20:23
On this episode of DIY Money, Daniel and Logan describe the difference between common stocks and Restricted Stock Units (RSU).
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Recommended Money Resources from 2021-12-01T08:17:03
On this episode of DIY Money, Daniel and Logan give their recommendations on books and financial resources to learn from.
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How to Motivate Others Toward Their Goals from 2021-11-24T04:00
On this episode of DIY Money, Quint and Logan give advice on how to motivate others towards their goals.
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How to Diversify Investments from 2021-11-23T08:19:38
On this episode of DIY Money, Quint and Logan discuss how to diversify investments in your portfolio.
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Aggressively Paying Down Student Loan from 2021-11-17T08:32:16
On this episode of DIY Money, Quint and Daniel talk about aggressively paying down student loan debt.
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Is Student Loan Debt Worth It? from 2021-11-14T12:04:02
On this episode of DIY Money, Quint and Daniel discuss whether they believe if student loan debt is worth it.
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Blended Family Finances from 2021-11-10T04:00
On this episode of DIY Money, Quint and Daniel discuss how to manage blended family finances.
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Saving Money and Using Rewards for Travel from 2021-11-07T04:00
On this episode of DIY Money, Daniel and Logan discuss saving money and using credit card rewards for travel.
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Using a HELOC to Purchase a Property from 2021-11-03T18:02
On this episode of DIY Money, Quint and Daniel discuss using a HELOC loan to purchase a property.
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Should You Rent or Sell Your Starter Home? from 2021-11-03T04:00
On this episode of DIY Money, Quint and Daniel discuss whether you should consider renting or selling your starter home.
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Where to Get Started on The DIY Journey from 2021-10-29T10:33:38
On this episode of DIY Money, Daniel and Logan give advice on where to get started on the DIY Journey.
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The Differences Between ETFs from 2021-10-26T08:04:16
On this episode of DIY Money, Daniel and Logan explain the differences between ETFs.
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Paying Off Student Loans Early from 2021-10-20T04:00
On this episode of DIY Money, Daniel and Logan discuss paying off student loans early.
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What‘s a SEP IRA? from 2021-10-17T04:00
On this episode of DIY Money, Daniel and Logan explain what a SEP IRA is and how it works.
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Should I Save Some Money From Gifts? from 2021-10-13T04:00
On this episode of DIY Money, Quint and Daniel give their recommendations on how you should spend money from gifts.
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How To Use an Employer Stock Plan? from 2021-10-11T06:56:59
On this episode of DIY Money, Quint and Daniel discuss how to use an Employer Stock Plan.
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What To Do With Funds From Selling House? from 2021-10-06T04:00
On this episode of DIY Money, Quint and Logan give their advice on what to do with the funds from selling your house.
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Is Gold a Good Protection Against Inflation? from 2021-10-03T08:00:18
On this episode of DIY Money, Quint and Daniel discuss whether gold is a good protection against inflation.
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How to Invest in Non-Retirement Accounts from 2021-09-30T10:11:06
On this episode of DIY Money, Quint and Daniel talk about investing in non-retirement accounts.
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Taxes on Selling Investments from 2021-09-26T04:00
On this episode of DIY Money, Daniel and Logan discuss taxes that may incur after selling investments.
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How to Allocate a Bonus from 2021-09-22T04:00
On this episode of DIY Money, Daniel and Logan discuss some smart ways on how to allocate a bonus.
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Tax Loss Harvesting from 2021-09-20T18:19:29
On this episode of DIY Money, Daniel and Logan talk about tax loss harvesting.
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What Is Tax Loss Harvesting? from 2021-09-19T05:01
On this episode of DIY Money, Logan and Daniel discuss what tax loss harvesting is and why it can be a valuable tool for some long-term investors.
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HSA vs Roth IRA from 2021-09-15T04:00
On this episode of DIY Money, Quint and Daniel discuss whether you should max out your HSA or Roth IRA first.
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How to Save For Near-Term Education Goals from 2021-09-12T04:00
On this episode of DIY Money, Quint and Logan talk about how to save for near-term education goals.
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How to Teach Others About Budgeting from 2021-09-08T04:00
On this episode of DIY Money, Quint and Daniel talk about how to teach others about budgeting.
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Is The American Dream Possible Without Debt? from 2021-09-07T08:11:39
On this episode of DIY Money, Quint and Daniel discuss the American Dream and whether it is possible without debt.
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Investing Your Emergency Fund from 2021-09-01T04:00
On this episode of DIY Money, Quint and Daniel discuss investing your emergency fund.
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Cashout Refinance to Pay Down Debt from 2021-08-30T08:09:13
On this episode of DIY Money, Quint and Daniel talk about cashing out on a refinance to pay down debt.
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Developing Your Own Unique Investing Strategy from 2021-08-25T04:00
On this episode of DIY Money, Quint and Daniel give advice on how to develop your own unique investing strategy.
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DIY Money Junior - Getting Started in Investing from 2021-08-24T11:07:06
On this episode of DIY Money, Quint and Daniel answer their first DIY Money Junior questions and talk about getting started in investing.
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Where to Invest Extra Cashflow from 2021-08-18T04:00
On this episode of DIY Money, Daniel and guest host Logan talk about where to invest extra cash flow.
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Banks vs Credit Unions from 2021-08-16T08:05:43
On this episode of DIY Money, Daniel and guest host Logan discuss the difference between banking with a large banking institution vs banking with a local credit union.
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How Political Events Affect Investing Markets from 2021-08-11T08:34:21
On this episode of DIY Money, Quint and Daniel discuss the influence that political events have on the market.
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Investing in Cryptocurrency from 2021-08-08T04:00
On this episode of DIY Money, Quint and Daniel discuss investing in cryptocurrency.
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Should I Pay Off My Mortgage or Student Loans First? from 2021-08-04T08:25:19
On this episode of DIY Money, Quint and Daniel discuss whether you should first pay off your mortgage or your student loans.
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Allocating Excess Cash from 2021-07-28T04:00
On this episode of DIY Money, Quint and Daniel give advice on what to do with excess cash after you've maxed out all retirement account contributions and savings.
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Special Episode Will Levis from 2021-07-27T11:04:42
On this episode of DIY Money, Quint interviews UK Football Quarterback, Will Levis, and talk football and finance.
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How to Keep Track of Financial Life from 2021-07-25T04:00
On this episode of DIY Money, Quint and Daniel give advice on how to keep track of your financial life.
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Pausing Stock Investing to Buy Real Estate from 2021-07-21T04:00
On this episode of DIY Money, Quint and Daniel discuss whether you should stop investing in stock to buy real estate.
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Buying a House Before Paying Off Student Loans from 2021-07-18T06:00
On this episode of DIY Money, Quint and Daniel talk about whether you should have student loans paid off before buying a home.
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Passive and Affiliate Income from 2021-07-15T08:26:05
On this episode of DIY Money, Quint and Daniel talk about passive and affiliate income.
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When to Buy a House in Cash from 2021-07-12T09:04:43
On this episode of DIY Money, Quint and Daniel talk about when is the best time to buy a house in cash.
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Overcontributing to an IRA from 2021-07-07T06:01
On this episode of DIY Money, Quint and Daniel talk about overcontributing to an IRA.
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Which IRAs to Convert to Roth First from 2021-07-04T06:00
On this episode of DIY Money, Quint and Daniel talk about Roth conversions and the strategy involved.
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When to Diversify Employer Stock from 2021-06-30T08:27:09
On this episode of DIY Money, Quint and Daniel talk about when to diversify employer stock.
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Mortgage Interest and Timing a House Purchase from 2021-06-27T06:00
On this episode of DIY Money, Quint and Daniel talk about low mortgage interest rates and the timing of a house purchase in this current market.
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When to Use an Advisor from 2021-06-23T10:23:36
On this episode of DIY Money, Quint and Daniel discuss when you should consider using a financial advisor.
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House Hacking from 2021-06-20T06:00
On this episode of DIY Money, Quint and Daniel talk about the strategy of House Hacking.
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Tax Considerations for Contractors from 2021-06-16T08:44:50
On this episode of DIY Money, Quint and Daniel give advice on how to prepare for taxes if you are an independent contractor.
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Pay Off High Interest Debt or Invest for Employer Match from 2021-06-13T06:00
On this episode of DIY Money, Quint and Daniel give advice on whether you should halt contributions in your 401K to pay off high-interest debt.
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Options for Unvested 401k from 2021-06-09T06:00
On this episode of DIY Money, Quint and Daniel discuss options for an unvested 401K account.
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Protecting Wealth From Dollar Drama from 2021-06-06T06:00
On this episode of DIY Money, Quint and Daniel talk about protecting wealth from the dollar drama.
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Life Working in Finance from 2021-06-02T06:00
On this episode in DIY Money, Quint and Daniel spend this time talking about their careers in finance and how they got started.
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Investing an HSA from 2021-05-30T06:00
On this episode of DIY Money, Quint and Daniel talk about the tax benefits of investing an HSA.
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Special Episode: Real Estate Market Today with Kelly Karls from 2021-05-26T08:17:04
On this special episode of DIY Money, Quint talks about the current real estate market with Realtor Kelly Karls.
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Finding Money to Start a Business from 2021-05-24T08:41:54
On this episode of DIY Money, Quint and Daniel talk about a few ways to find money to start a business.
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Dollar-Cost Average vs. Lump Sum Investing from 2021-05-19T06:00
On this episode of DIY Money, Quint and Daniel discuss the difference between dollar-cost averaging versus investing in a lump sum.
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Planning for Parents from 2021-05-16T06:00
On this episode of DIY Money, Quint and Daniel share their advice on planning for parents who did not prepare for retirement.
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How to Research Stock Investing from 2021-05-12T06:00
On this episode of DIY Money, Quint and Daniel share their favorite resources when it comes to researching stocks.
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Is Working Night Shifts Worth It from 2021-05-09T06:00
On this episode of DIY Money, Quint and Daniel discuss whether working the night shift is worth it in the long run.
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What To Do With Extra Money After Refinance from 2021-05-05T06:00
On this episode of DIY Money, Quint and Daniel give advice on what to do with the extra money after refinancing your home.
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Trading in a Financed Car from 2021-05-02T06:00
On this episode of DIY Money, Quint and Daniel give advice on whether trading in your car and buying a new one makes sense when you still owe money on it.
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How to Financially Manage a Small Business from 2021-04-28T06:00
On this episode of DIY Money, Quint and Daniel give advice on how to approach your money as a small business owner.
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Are Online Banks Safe to Use? from 2021-04-26T11:28:30
On this episode of DIY Money, Quint and Daniel talk about the pros and cons of online banking.
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Should You Pay Yourself First? from 2021-04-21T06:00
On this episode of DIY Money, Quint and Daniel give their take on the popular phrase of "Paying Yourself First".
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Deciding on Investments in Your 401K from 2021-04-18T06:00
On this episode of DIY Money, Quint and Daniel talk about how to choose investments within your 401K.
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Pay-off More Debt or Save for Next Auto from 2021-04-14T06:00
On this episode of DIY Money, Quint and Daniel talk about what to do once you pay off one debt and how to prepare for the next large purchase.
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Income Tax on Selling Personal Items from 2021-04-12T12:52:34
On this episode of DIY Money, Quint and Daniel talk about reporting income tax on selling personal items.
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Investing for Kids and Relatives from 2021-04-07T06:00
On this episode of DIY Money, Quint and Daniel talk about investing for kids and relatives.
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Investing in Leveraged ETFs from 2021-04-04T06:00
On this episode of DIY Money, Quint and Daniel talk about investing in index funds vs leveraged ETFs.
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Why Bond Fund Prices Go Down from 2021-03-31T06:00
On this episode of DIY Money, Quint and Daniel talk about why bond fund prices go down.
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Bitcoin as an Investment from 2021-03-28T06:00
On this episode of DIY Money, Quint and Daniel talk about their thoughts on investing in Bitcoin.
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Psychology Behind Charitable Giving from 2021-03-25T09:58:52
On this episode of DIY Money, Quint and Daniel discuss the psychology behind charitable giving.
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Short to Mid-Term Saving Allocation from 2021-03-21T06:00
On this episode of DIY Money, Quint and Daniel give advice on how to invest for short to mid-term goals.
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Allocation Based on Account Type from 2021-03-17T06:00
On this episode of DIY Money, Quint and Daniel talk about deciding an allocation based on account type.
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Assessing Second Job from 2021-03-14T06:00
On this episode of DIY Money, Quint and Daniel discuss whether acquiring a second job to pay off debt faster is worth the time and effort.
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Becoming a CFP from 2021-03-10T05:00
On this episode of DIY Money, Quint and Daniel give advice on getting into the financial planning field and becoming a CFP.
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Is It Ok To Use a HELOC? from 2021-03-07T05:00
On this episode of DIY Money, Quint and Daniel discuss when it is appropriate to use a Home Equity Line of Credit.
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Will I Have Enough to Retire? from 2021-03-03T05:00
On this episode of DIY Money, Quint and Daniel give advice on how to determine how much you should be saving to have enough for your retirement.
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When to Pay Off Debt vs Making Retirement Contributions from 2021-03-01T08:27:38
On this episode of DIY Money, Quint and Daniel discuss when to pay off debt versus using that money to make retirement contributions.
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Investing vs Pay-Off Debt from 2021-02-24T05:00
On this episode of DIY Money, Quint and Daniel discuss whether you should invest or pay off debt.
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Avoiding Lifestyle Bloat from 2021-02-21T05:00
On this episode of DIY Money, Quint and Daniel talk about avoiding a lifestyle bloat.
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When to Pay-Off Debt With Cash on Hand from 2021-02-17T08:51:04
On this episode of DIY Money, Quint and Daniel advise on when to pay-off a debt when you have the cash on hand.
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Staying Motivated to Pay Off Debt from 2021-02-14T05:00
On this episode of DIY Money, Quint and Daniel give advice on how they stay motivated to pay off debt.
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Buying Employer Stock from 2021-02-10T05:00
On this episode of DIY Money, Quint and Daniel talk about buying employer stock options.
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What Do You Invest In? What About Capital Gains? from 2021-02-07T05:00
On this episode of DIY Money, Quint and Daniel discuss what they have in their portfolios and how they manage them for themselves. They also discuss how they handle capital gains.
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Renters Insurance from 2021-02-03T05:00
On this episode of DIY Money, Quint and Daniel talk about renters insurance and how much coverage you should get.
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Roth Conversion Rules from 2021-02-01T05:00
On this episode of DIY Money, Quint and Daniel discuss Roth Conversions and how they work.
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GameStop Stock Frenzy Explained from 2021-01-29T08:29:10
On this special episode of DIY Money, Quint and Daniel explain what you need to know about the GameStop stock frenzy.
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Roth IRA 5-Year Rule from 2021-01-27T05:00
On this episode of DIY Money, Quint and Daniel discuss the Roth IRA 5-Year rule.
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How to Get Started as a Writer from 2021-01-26T14:27:12
On this episode of DIY Money, Quint and Daniel talk about what it takes to get started as a writer.
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Contribute to Accounts Outside 401K from 2021-01-20T05:00
On this episode of DIY Money, Quint and Daniel talk about contributing to accounts other than your employer's 401K.
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Roth IRA Tax Benefits Explanation from 2021-01-17T05:00
On this episode of DIY Money, Quint and Daniel go in-depth to explain the tax benefits of a Roth IRA.
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Cleaning up Porfolio of Random Investments from 2021-01-13T05:00
On this episode of DIY Money, Quint and Daniel advise on how to clean up a portfolio of random investments.
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Balancing Different Savings Goals from 2021-01-10T05:00
On this episode of DIY Money, Quint and Daniel discuss how to balance out different savings goals.
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How to Set-Up a Side Hustle from 2021-01-06T05:00
On this episode of DIY Money, Quint and Daniel talk about the ins and outs of setting up a side hustle.
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Working With Parents Advisors from 2021-01-03T05:00
On this episode of DIY Money, Quint and Daniel talk about working with your parent's financial advisors and how you should engage with them to ensure you get the most out of their assistance.
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First Time Home Buying from 2020-12-30T09:41:36
On this episode of DIY Money, Quint and Daniel give advice to first home buyers.
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Tax Implications of Side Hustles from 2020-12-27T05:00
On this episode of DIY Money, Quint and Daniel discuss tax implications when starting a new side hustle.
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Investing in a New Business Opportunity from 2020-12-23T08:38:19
On this episode of DIY Money, Quint and Daniel give their recommendations on what to do when there is excess cash in the budget and whether to invest in a new business opportunity.
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Downsizing Homes from 2020-12-20T05:00
On this episode of DIY Money, Quint and Daniel discuss when you should consider downsizing homes.
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Budgeting Surplus from 2020-12-16T05:00
On this episode of DIY Money, Quint and Daniel talk about what their strategies are when they come across a monthly budgeting surplus.
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Should You Save Money or Pay Off Debt? from 2020-12-13T05:00
On this episode of DIY Money, Quint and Daniel discuss whether you should be saving more for retirement or pay off debt sooner?
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Saving for Unexpected Family Planning Expenses from 2020-12-09T05:00
On this episode of DIY Money, Quint and Daniel give advice on saving for unexpected family planning expenses.
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Mutual Fund Fees vs Performance from 2020-12-06T05:00
On this episode of DIY Money, Quint and Daniel discuss how to determine the balance between the rate of return and the expense ratio of funds.
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Roth IRA Saving from 2020-12-02T08:48:35
On this episode of DIY Money, Quint and Daniel discuss using a Roth IRA as a savings tool.
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Annuity and Retirement from 2020-11-30T11:22:45
On this episode of DIY Money, Quint and Daniel discuss planning for retirement outside of an annuity retirement option.
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Planning Around a Pension from 2020-11-25T05:00
On this episode of DIY Money, Quint and Daniel discuss planning for retirement outside of a pension.
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How to Avoid Lifestyle Creep from 2020-11-22T05:00
On this episode of DIY Money, Quint and Daniel talk about the lifestyle creep of expenses and how to avoid it.
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How Young Adults Can Set Themselves Up For Success from 2020-11-18T05:00
On this episode of DIY Money, Quint and Daniel give their advice on how young adults can set themselves up for success in the future.
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401K Rollovers with Roth and Traditional Funds from 2020-11-15T05:00
On this episode of DIY Money, Quint and Daniel discuss what you need to know before rolling over a 401K with both Roth and Traditional funds.
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Cash Value Life Insurance from 2020-11-11T05:00
On this episode of DIY Money, Quint and Daniel discuss their thoughts on cash value life insurance and whether it is the right fit for you.
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How Do You Save for a Wedding and a House? from 2020-11-08T05:00
On this episode of DIY Money, Quint and Daniel talk all things from buying a house, paying off debt, and whether you should use your 401K to do so.
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4% Withdrawl Rule from 2020-11-04T06:00
On this episode of DIY Money, Quint and Daniel discuss how to determine how much you should be planning on saving for retirement and whether the 4% withdrawal rule is still valid.
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What to Expect From a Financial Planner from 2020-11-01T06:00
On this episode of DIY Money, Quint and Daniel discuss what you should expect when you are planning to meet with a financial advisor.
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How to Legitimize a Business from 2020-10-28T06:00
On this episode of DIY Money, Quint and Daniel give advice on how to legitimize a business.
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How to Save for Short-Term Goals from 2020-10-25T06:00
On this episode of DIY Money, Quint and Daniel share their personal strategies for saving for short-term financial goals.
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Dollar-Cost Averaging Vs. Lump-Sum Investing from 2020-10-21T06:00
On this episode of DIY Money, Quint and Daniel talk about the differences between two different investment strategies and what may be best for you depending on your timeline.
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Index Funds vs Total Market from 2020-10-19T08:18:51
On this episode of DIY Money, Quint and Daniel talk about the differences between investing in a total stock market index fund and an S&P 500 index fund.
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Financial Planning for Relatives With Special Needs from 2020-10-14T06:00
On this episode of DIY Money, Quint and Daniel discuss saving and planning for a family member or a loved one with special needs.
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Maxing Out a 401K and Early Retirement from 2020-10-11T06:00
On this episode of DIY Money, Quint and Daniel give their advice on what to do if you are looking to retire early and strategies for avoiding a large tax burden when you are maxing out your 401K...
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Should You Pay Off or Close Your Credit Cards Before Applying For a Mortgage? from 2020-10-08T09:27:03
On this episode on DIY Money, Quint and Daniel discuss whether you should pay off or close your credit cards before applying for a mortgage.
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Refinancing Your Mortgage from 2020-10-05T09:47:16
On this episode of DIY Money, Quint and Daniel discuss if it is worth it for you to refinance your mortgage.
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Side Hustle Spotlight from 2020-09-30T13:49:40
Ashley Struble was let go from her job due to not being able to find child care during the Covid Pandemic. Rather than sit around and stew in frustration she took it upon herself to launch a sid...
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Credit Card vs. Cash from 2020-09-23T06:00
On this episode of DIY Money, Quint and Daniel discuss the pros and cons of using a credit card vs. paying with cash when making a purchase.
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What to Consider When Purchasing a New Car from 2020-09-20T06:00
On this episode of DIY Money, Quint and Daniel talk about their personal approaches to purchasing a new car.
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How to Make the Most of Extra Income from 2020-09-16T06:00
On this episode of DIY Money, Quint and Daniel discuss how to make the most of extra income.
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Life Insurance for Children from 2020-09-14T13:09:21
On this episode of DIY Money, Quint and Daniel discuss ways on how to save money for your children's future.
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Diversifying Your Portfolio for a Weak Dollar from 2020-09-09T06:00
On this episode of DIY Money, Quint and Daniel talk about the importance of a well-diversified portfolio.
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Caring Financially for Parents from 2020-09-06T06:00
On this episode of DIY Money, Quint and Daniel discuss caring financially for parents.
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How Much to Spend on Housing from 2020-09-02T09:35:41
On this episode of DIY Money, Quint and Daniel discuss how much of your income you should spend on housing.
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Selling and Re-Entering the Stock Market from 2020-08-30T06:00
On this episode of DIY Money, Quint and Daniel talk about what to do if you panic sell and how to re-enter the market.
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Tax-Advantaged Ways to Pay Student Loans from 2020-08-24T08:04
On this episode of DIY Money, Quint and Daniel discuss some tax-advantaged ways to pay student loans.
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How to Repair and Build Credit from 2020-08-19T06:00
On this episode of DIY Money, Quint and Daniel discuss ways to repair and build your credit score.
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When to Accrue for Expenses from 2020-08-16T06:00
On this episode of DIY Money, Quint and Daniel talk about their strategies for accruing for future expenses.
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Robo Advisors vs Self Investing from 2020-08-12T06:00
On this episode of DIY Money, Quint and Daniel discuss the differences of investing with a Robo Advisor or going a Self Directed route.
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Should You Leave Your Job to Attend School? from 2020-08-09T06:00
In this episode of DIY Money, Quint and Daniel discuss whether quitting your job to attend school is a good idea.
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How to Pay Yourself as a Business Owner from 2020-08-05T06:00
On this episode of DIY Money, Quint and Daniel discuss how to determine your salary as a small business owner and where to set aside for retirement.
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Where to Hold Cash for Future Home Purchase from 2020-08-03T08:56:01
On this episode of DIY Money, Quint and Daniel discuss where to park your cash for the use of a future home purchase.
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What Has The Pandemic Changed For You? from 2020-07-29T09:26:58
On this episode of DIY Money, Quint and Daniel discuss what they've learned throughout this recent pandemic and the importance of being prepared for what could come next.
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How to Calculate Withholding for Your Paycheck from 2020-07-26T06:00
On this episode of DIY Money, Quint and Daniel discuss the benefits of reducing the tax withholdings on your paychecks and how to calculate your own withholdings.
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Avenues to Create More Margin from 2020-07-22T06:00
On this episode of DIY Money, Quint and Daniel discuss avenues to create more margin and the importance of defining your own financial goals.
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Using Debt to Bridge Gap with Starting a Business from 2020-07-19T06:00
On this episode of DIY Money, Quint and Daniel discuss how you can use debt in your favor.
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How to Choose Where to Invest Next from 2020-07-15T06:00
On this episode of DIY Money, Quint and Daniel discuss ways to use excess cash.
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Robo Advisors vs Index Funds from 2020-07-12T06:00
On this episode of DIY Money, Quint and Daniel go over the differences of investing with a Robo Advisor or in an Index Fund.
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Betting on Student Loan Forgiveness from 2020-07-09T10:05:52
On this episode of DIY Money, Quint and Daniel discuss the possibility of student loan forgiveness in this upcoming election.
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Is Now a Good Time to Invest? from 2020-07-05T06:00
On this episode of DIY Money, Quint and Daniel discuss whether now is a good time to invest given the current environment.
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What is Thematic Investing? from 2020-07-01T06:00
On this episode of DIY Money, Quint and Daniel go in-depth about the rise of thematic investing.
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Using a Roth IRA for Home Buying from 2020-06-28T06:00
On this episode of DIY Money, Quint and Daniel discuss what to consider before pulling out your Roth IRA into a home down payment.
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Investing for Wealth Development from 2020-06-24T06:00
On this episode of DIY Money, Quint and Daniel discuss building wealth outside of retirement accounts.
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Where to Begin Your Financial Journey from 2020-06-21T06:00
On this episode of DIY Money, Quint and Daniel give advice on where to begin your financial journey.
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What to Start Investing In from 2020-06-17T06:00
On this episode of DIY Money, Quint and Daniel give blanketed advice on investments and where to start when you are ready.
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How Many Investments to Own? from 2020-06-10T07:00
On this episode of DIY Money, Daniel explores how you can achieve diversification with as little as one mutual fund thanks to the low-cost target-date index funds being offered by many brokerage...
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Liquidity and Debt Payoff from 2020-06-07T07:00
On this episode of DIY Money, Daniel discusses the benefits of liquidity while paying off debt and why it all comes down to math.
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Using a Health Savings Account (HSA) from 2020-06-04T18:57:40
On this episode of DIY Money, Quint and Daniel break down the benefits of using a health savings account (HSA for short!) in your financial plan.
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Financial Safety Nets from 2020-05-31T06:00
In this week's episode Quint and Daniel discuss what resources and strategies are available to those who have run out of options during these difficult times.
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Multiple Streams of Income from 2020-05-27T06:00
In today's episode Quint and Daniel discuss the difference between active and passive income and the various ways you can use them to diversify your income.
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How to Pay Taxes on Gifts from 2020-05-24T06:00
In this week's episode Quint and Daniel discuss the tax rules for large gifts of cash and how to use them.
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IRA vs. Roth IRA from 2020-05-20T06:00
In this week's episode Quint and Daniel explain the differences between and IRA and a Roth IRA and the rules that come with each.
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Managing Finances in a Second Marriage from 2020-05-17T06:00
In this week's episode Quint and Daniel discuss whether or not to merge finances with a spouse coming from prior marriage with children.
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How to Handle Auto Loans from 2020-05-13T06:00
In this week's episode Quint and Daniel discuss how to pay off car loans and if its a good idea to borrow from a 401(K).
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Managing Sporadic Income from 2020-05-10T06:00
In this week's episode Quint and Daniel discuss how often they check their budgets and how to manage a budget with sporadic income.
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Staying on Course from 2020-05-06T06:00
How do you stay on track after reaching your goals? In this week's episode Quint and Daniel discuss various strategies they use to stay focused.
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How to Diversify on a Budget from 2020-05-03T08:41:47
In this week's episode Quint and Daniel discuss diversifying portfolios on a budget and managing trading fees abroad.
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Ways to Save for College from 2020-04-29T06:00
In this week's episode Quint and Daniel discuss the different investment strategies available for college.
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Employee Stock Options from 2020-04-26T18:00
In this week's episode Quint and Daniel discuss how to managing employee stock purchase plans.
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Mutual Funds vs ETFs from 2020-04-22T06:00
In this week's episode Quint and Daniel go over the differences between Mutual Funds and Exchange-Traded Funds.
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Taking CARE of Student Loans from 2020-04-19T06:00
In this week's episode Quint and Daniel dive into student loans and the CARES Act.
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Building Wealth from 2020-04-15T06:00
In this week's episode Quint and Daniel explore different philosophies for buying assets and what to do after maxing out retirement accounts.
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Should You Defer Your Debt? from 2020-04-12T06:00
In this week's episode Quint and Daniel discuss if its a good idea to defer debt payments during the coronavirus pandemic.
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Salary vs. Experience from 2020-04-05T06:00
Is it better to stay with a job you enjoy or switch jobs for a pay raise? In this week's episode Quint and Daniel tackle this question about employment and more.
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Using Your Stimulus Check from 2020-04-01T16:13:58
In this week's episode Quint and Daniel discuss the best uses for the stimulus check.
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Adjusting Your Budget in a Crisis from 2020-03-29T06:00
In this week's episode Quint and Daniel discuss the way their altering their budgets in response to the COVID-19 epidemic.
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How To Save For College from 2020-03-25T06:00
In this week's episode, Quint and Daniel the discuss different ways to save for your children's future while paying down debt.
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Home Renovation from 2020-03-22T06:00
In this week's episode Quint and Daniel discuss if you can spend too much on renovating your home.
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Retiring Outside of America from 2020-03-18T06:00
In this week's episode Quint and Daniel discuss the pros and cons of investing in retirement accounts for non-US citizens.
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Special - Covid19 from 2020-03-15T06:00
In this week's episode Quint and Daniel take some time to share their thoughts on the coronavirus and the current situation its put the country in.
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Early Career Investing from 2020-03-11T05:00
In this weeks episode Quint and Daniel discuss how to start investing early on in a career and how to handle the taxes.
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Marriage, Taxes, and Retirement from 2020-03-08T05:00
In this episode Quint and Daniel discuss how your taxes and retirement savings can change when you get married.
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Playing the Credit Card Game from 2020-03-04T05:00
In this episode, Quint and Daniel discuss the rewards you can earn from credit cards and if there's such a thing as too many credit card.
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Is it a Good Idea to Consolidate Debt? from 2020-03-01T05:00
In this episode Quint and Daniel dive into the viability of debt consolidation.
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Backdoor Roth IRA from 2020-02-26T05:00
Should you invest in a backdoor Roth after maxing out your Roth IRA? In this week's episode Quint and Daniel discuss this and more.
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Choosing a Financial Planner from 2020-02-23T05:00
In this episode Quint and Daniel discuss the different ways Financial Planners are compensated and what to look for when choosing them.
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Moving to a New State from 2020-02-19T05:00
In this episode Quint and Daniel discuss their do's and don'ts for moving to a new state.
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Separating Business and Personal Finances from 2020-02-16T05:00
In this episode Quint and Daniel draw from their personal experiences to give tips on how to separate business and personal finances.
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Tackling Real Estate from 2020-02-12T05:00
Is it worth your time and money to invest in real estate? In this episode Daniel and Quint debate the pros and cons of investing in the housing market.
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Is Whole Life Insurance Worth It? from 2020-02-09T05:00
Is Whole Life an investment strategy? This is a hot topic among many folks these days which Daniel and Quint take head on.
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Using Private Savings Accounts from 2020-02-05T05:00
In this episode, Quint and Daniel discuss Credit Karma's saving account and private label solutions.
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Balancing Student Loans and Retirement from 2020-02-02T05:00
In this episode, Quint and Daniel discuss how to balance paying off student loans and investing in a 401(k).
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Prioritizing Credit Card Debt from 2020-01-29T05:00
In this episode, Quint and Daniel answer another listener's question concerning paying off credit card debt while paying life's expenses at the same time.
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Paying Unpredictable Medical Expenses from 2020-01-26T05:00
In this episode, Quint and Daniel talk about how you can prepare for unpredictable medical expenses.
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Money in Marriage from 2020-01-22T05:00
In this episode, Quint and Daniel discuss how you can set up financial goals when newly married. Once you are married, it is no longer your debt, it is OUR debt.
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Boomerang Children and Finances from 2020-01-19T05:00
This week’s episode is sponsored by Booknotes, get your 7-day free trial here: https://booknotes.page.link/DIYmoney In this episode, Quint and Dan...
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All About Financial Advisors from 2020-01-15T05:00
In this episode, Quint and Daniel discuss how you can know when to employ a financial advisor to enhance your personal finances.
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Home Renting or Buying? from 2020-01-12T19:05:28
In this episode, Quint and Daniel discuss the perks and downfalls of home renting/buying. The decision to rent or buy is always situational!
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Secured vs. Unsecured Loans from 2020-01-08T13:44:53
In this episode, Quint and Daniel discuss the differences between secured and unsecured loans and talk about taking out loans for your children.
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Saving for Your Parents from 2020-01-05T19:32:55
In this episode, Quint and Daniel discuss the nuances of saving for your parents and the steps you can take to ensure your own financial goals stay intact during the process.
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How to Allocate Your Budget from 2020-01-01T16:52:15
In this episode, Quint and Daniel discuss ways you can allocate your budget. Rules and general guidelines aren't as simple as they seem!
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Having Multiple Savings Accounts from 2019-12-25T14:34:36
In this episode, Quint and Daniel discuss whether or not you should have multiple savings accounts. Whatever works for you, do it, but don't overcomplicate it!
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Should You Put No Money Down? from 2019-12-22T16:21:42
In this episode, Quint and Daniel talk about no money down home buying and discuss strategies you can use to get the most bang for your buck.
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Investing Before Paying Down Debt from 2019-12-15T16:23:48
In this episode, Quint and Daniel discuss whether or not you should invest before paying down bad debt (credit card/student loans).
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Retirement Funds from 2019-12-11T21:34:36
In this episode, Quint and Daniel discuss the different retirement funds (Roth IRA/401 K) and explain how to choose which ones you should fund first.
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Prioritizing Saving Versus Loans from 2019-12-08T21:42:28
In this episode, Quint and Daniel answer a question about student loans and knowing when to pay them off rather than saving.
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Commissions and Budgets from 2019-12-04T23:36:05
In this episode, Quint and Daniel discuss how you can make a budget while working for commissions.
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Psychology and Providing for Your Kids from 2019-12-01T18:43:03
In this episode, Quint and Daniel discuss the concept of EOC (economic outpatient care) and how you can provide for your kids without making them reliant.
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Building Wealth While Self-Employed from 2019-11-27T12:50:37
In this episode, Quint and Daniel discuss how you can build wealth while self-employed, specifically in the context of a musical artist.
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Grocery Budgeting from 2019-11-24T18:43:33
In this episode, Quint and Daniel discuss how they form their grocery budgets and how financial psychology plays into your budget.
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Renting vs. Purchasing from 2019-11-20T10:40:01
In this episode, Quint and Daniel discuss transitioning from renting to purchasing a home and whether it's a good idea in the first place.
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Financially Preparing For Death from 2019-11-17T16:48:48
In this episode, Quint and Daniel answer a question concerning how you can financially prepare for you or your spouse's death.
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Internationally Diversifying Your Portfolio from 2019-11-13T20:29:51
In this episode, Quint and Daniel answer another listener's question, this time concerning portfolio allocation with US and International stocks.
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How to Compare Work Benefits from 2019-11-10T20:56:01
In this episode, Quint and Daniel answer another listener's questions, this time concerning how to choose between jobs based on its work benefits.
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Teaching Your Kids the Basics of Money from 2019-11-06T17:16:51
In this episode, Quint and Daniel discuss strategies they have used when teaching their kids about money/personal finance.
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Avenues to Building Wealth from 2019-11-03T16:09:38
In this episode, Quint and Daniel answer a listener's question concerning ways you can build wealth once you have taken care of debt and retirement.
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Tracking Credit Card Expenses from 2019-10-30T14:51:11
In this episode, Quint and Daniel discuss how to track expenses when using credit cards given the expense is not taken immediately.
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Paying Off Loans from 2019-10-27T18:16:01
In this episode, Quint and Daniel discuss knowing when and how to pay off certain loans.
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How to Maximize Multiple Savings Accounts from 2019-10-23T15:59:03
In this episode, Quint and Daniel make suggestions towards maximizing multiple savings accounts, whether it is an emergency fund or for investing.
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Maximizing Your Margins from 2019-10-20T12:18:33
In this episode, Quint and Daniel run through the steps of budgeting, tracking expenses, creating goals, and maximizing margin.
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Saving for a Rainy Day from 2019-10-16T14:28:52
In this episode, Quint and Daniel discuss the steps you can take to start creating a "rainy day" fund.
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How to Handle Student Loans from 2019-10-13T15:31:58
In this episode, Quint and Daniel discuss the cost-benefits of taking out student loans and answer a question about paying off student debt.
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How to Create Passive Income from 2019-10-09T17:18:28
In this episode, Daniel and Quint answer another listener's question, this time concerning ways to create passive income.
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Day Trading and an Eventual Recession from 2019-10-02T14:05:54
In this episode, Quint and Daniel talk about whether or not day trading is a good idea given the chance of a coming recession.
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5 Steps to Improving Your Personal Finances Pt. 2 from 2019-09-29T12:23:23
In this episode, Quint and Daniel pick up where they left off explaining how to improve your personal finances.
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5 Steps to Improving Your Personal Finances from 2019-09-25T13:51:53
In this episode, Quint and Daniel lay out 5 steps that you can take towards creating a better financial life for yourself.
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Mobile Investing Apps Guide from 2019-09-22T12:06:59
In this episode, Quint and Daniel dive into mobile investing apps such as Robinhood, Acorns, and Stash.
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Playing the Housing Market from 2019-09-18T15:20:40
In this episode, Quint and Daniel talk about the current housing market conditions and answer a question concerning kid's schooling and ancillary debt.
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How to Handle a Potential Recession from 2019-09-15T17:58:54
In this episode, Quint and Daniel talk about what you can do to prepare for the next recession.
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Home Mortgage and Investing from 2019-09-11T11:21:42
In this episode, Quint and Daniel talk about paying off a mortgage while investing or saving.
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Ways to Give Without Breaking Your Budget from 2019-09-08T12:24:58
In this episode, Quint and Daniel share their personal experiences with giving and discuss ways you can give without breaking your budget.
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How to Handle an Emergency Fund from 2019-09-04T17:38:51
In this episode, Quint and Daniel discuss how to navigate the online space to find the right place to hold your emergency fund.
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Paying Down Debt from 2019-09-01T12:38:58
In this episode, Quint and Daniel discuss ways to start paying down credit card and long term debts. Paying down debts can be your first step towards responsible and consistent personal finance ...
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Giving to Charity from 2019-08-29T18:49:19
In this episode, Quint and Daniel discuss giving money to charities, churches, or to those in need and go into depth about certain tax deductions that you are entitled to.
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Tax Havens and Retirement Savings from 2019-08-25T13:30:29
Quint and Daniel answer another listener's question, this time concerning tax havens for small business owners.
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How to Maintain Separate Finances from 2019-08-21T12:01:35
Quint and Daniel discuss how to maintain separate finances with a significant other - or if you should in the first place.
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Knowing When to Save or Invest from 2019-08-18T12:33:24
Quint's back, and in this episode, him and Daniel discuss how to save and invest money at the same time.
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Vacationing on a Budget from 2019-08-14T14:04:02
Daniel's in the studio while Quint calls in from vacation to answer another listener's question concerning tips and tricks on how to vacation on a budget.
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Own It! Being Cheap from 2019-08-11T16:03:55
Quint calls in from vacation to talk with Daniel about friendships and relationships when you're scared about looking cheap.
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How to Handle Debt from 2019-08-07T15:06:43
Daniel's on vacation, so Quint tackles a listener's question concerning debt by himself on this episode.
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How to Develop a Budget from 2019-08-04T14:13:43
Quint and Daniel sit down and discuss ways that you can start and maintain a budget.
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Mortgages and Relationships from 2019-07-31T11:11:03
Quint and Daniel answer another listener question concerning everything to do with home mortgages. Be sure to submit your question to podcast@diymoney.org Listen
Having Fun Frugally from 2019-07-29T00:24:48
Quint and Daniel discuss ways to have fun with friends or your significant other while keeping your financial status in mind.
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The Nuances of Investment Accounts from 2019-07-24T13:30:10
Quint and Daniel answer a question regarding Roth and Traditional IRA's, and they discuss the nuances associated with opening an investment account.
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How Much Insurance Should You Have? from 2019-07-19T12:03:34
Quint and Daniel discuss insurance policy decisions and how you should go about "breaking up" with your wealth advisor.
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Budgeting Life's Expenses from 2019-07-16T10:39:49
Quint and Daniel answer another listener's question. This time, they discuss how they allocate their money and budget for expenses.
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Is Debt Ever "Good"? from 2019-07-06T13:00
Quint and Daniel sit down and discuss the question of "Is Debt Ever Good?"
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Valuing a Business from 2019-07-02T13:16:21
In this episode, Quint and Daniel discuss appraising a new business and specifically address the nuances of the process when family is involved.
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How to Start Investing from 2019-06-28T09:05:48
There are many ways to start investing, but the first step involves learning and asking questions.
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Disciplined Budgeting - It Never Ends from 2019-06-24T13:14:45
Daniel and Quint sit down and answer another listener's question regarding budgeting. Make sure to submit your question for a chance to win a $25 Amazon E-Card.
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Don’t be Dumb with Large Purchases from 2019-06-16T14:00
This week’s listener question comes from Matt who asks ‘what’s the best way to save for a car or other large purchases’.
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Financial Goals for Each Decade of Your Life from 2019-06-14T14:00
Daniel and Quint walks listeners through a decade by decade playbook regarding various financial goals. How are you doing when it comes to your financial road map?
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$25.00 for your question!! from 2019-06-11T11:05:44
We want to engage with you and we're going to give you an incentive to make it happen. Send us your audio question and if we use your clip on air we'll send you a $25.00 Amazon e-gift card. No s...
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Real Estate Purchase for Small Business Owners from 2019-06-08T14:00
Quint walks listeners through a real estate purchase he recently completed which gives a good look into a strategy that can be used by small business owners to unlock additional value.
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Side Hustle - Part 2 Interview with Amazon Legend Matt Carlett from 2019-06-03T13:37:58
A few years ago Matt Carlett needed to make some extra money. The writing was on the wall that his kids were growing up fast and his job did not give him the opportunity he wanted to spend with ...
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Side Hustle - Part 1 Interview with Amazon Legend Matt Carlett from 2019-05-25T14:00
A few years ago Matt Carlett needed to make some extra money. The writing was on the wall that his kids were growing up fast and his job did not give him the opportunity he wanted to spend with ...
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Credit Cards Rewards are Enticing Can you Handle it? from 2019-05-22T18:09:57
Whether it's a free flight or the coveted Companion Pass, credit card promotions are all the rage, but are they right for all?
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Saving for Children with Special Needs from 2019-05-17T14:53:56
In this podcast Daniel and Quint discuss the niche market of savings for children with Special Needs. There are some tricky nuances to understand.
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Dave Ramsey's Debt Snowball - Yea or Nay from 2019-05-10T13:11:43
Dave Ramsey has popularized a method of debt repayment called the Debt Snowball. In this podcast Daniel and Quint discuss this in depth and give their thoughts.
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Mistakes - Making Lemonade Out of the Lemons from 2019-05-08T12:07:42
In this podcast Daniel and Quint revisit some of their past financial mistakes and break down some of the positive lessons learned.
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Own It! Relationship and Money from 2019-05-06T14:26:13
This week Daniel and Quint take a look at money and relationships. If you're not owning your partner's financial position you're already a step behind.
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Money Mistakes from 2019-04-30T14:14:03
Despite our best efforts we will make mistakes when it comes to money. Over the years Quint and Daniel have seen them all and in this podcast discuss some of the common and most damaging money m...
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Like a Roth to a Flame from 2019-04-23T20:25:10
Have you ever wondered what exactly a Roth IRA is? Is this a strategy you should be using? In this week's DIY Money, Quint and Daniel discuss all the particulars regarding this unique savings st...
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Cut or Create - You Must Make Margin from 2019-04-20T11:40:05
In this hard hitting episode, Quint and Daniel look at the only way to make financial progress. Once you've established the budget and have discipline in your daily financial practice, you must ...
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401k BootCamp from 2019-04-17T06:47:52
One of the best retirement savings options is your company retirement plan. Whether it's a 401k, 403b, or 457, the best place to start saving is before the money ever hits your bank account. Thi...
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Piggy Bank of Benjamins from 2019-04-11T09:53:18
If you have children odds are you've wondered about saving for their future. There is no shortage of options from a 529 plan, ESA or a custodial account. In this episode Quint and Daniel discuss...
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Screw the Joneses from 2019-04-04T07:52:17
Let's face it, it's not easy to say no to the next shiny thing. Whether it's FaceBook or Instagram the great life of others is around every corner. We all know that keeping up with the Joneses c...
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Why Even Have a Budget from 2019-03-27T11:43:16
While we realize you may be getting sick of the subject matter, Quint and Daniel take one last stab at the topic and importance of budgeting. In this episode they take a look at just why someone...
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Top 5 Budgeting Mistakes from 2019-03-22T06:13:31
Quint & Daniel conclude this series in budgeting as they visit some of the common mistakes people make when developing a budget.
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From Monitoring to Managing - How to go from tracking your expenses to actually developing a budget. from 2019-03-16T10:14:50
In this week's DIY Money Quint and Daniel pick up after week 1 when they discussed the first step to developing a budget, tracking your expenses. Once you've started tracking those expenses the ...
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Marriage&Money from 2019-03-13T15:29:51
In this episode Daniel and Quint discuss one of the most important topics, marriage and money. Unfortunately when it comes to finances most fall short which leads to frustration, bitterness and ...
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DIY Money - What's an Index Fund from 2019-03-09T11:00:07
Index funds are now the most popular investment vehicle on the planet. Yet, most people aren't really a ware of what they are. In this week's DIY Money, Quint and Daniel break down just what an ...
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Welcome to DIY Money! from 2019-03-01T16:42:14
In this very first DIY Money podcast Quint and Daniel tackle two of the most importance steps towards financial success. How does one actual start a budget? What if a couple has good income but ...
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