Podcast Feed
Should I pay down my Mortgage with Margin?
Put money towards the mortgage or a brokerage account? Allie and Quint break it down. Hosted by Simplecast, an AdsWizz company. See link
What to Do With Your 401k After Changing Jobs?
Quint and Allie talk about the ins and outs of rolling out a 401(k). Hosted by Simplecast, an AdsWizz company. See link for inform…
Budgeting for Period of Reduced Income
Challenging times will come, Allie and Quint talk about navigating them. Hosted by Simplecast, an AdsWizz company. See link for i…
The Market Ride
Quint and Logan talk about market cycles and what they have learned from them. Hosted by Simplecast, an AdsWizz company. See link
What is Roth Conversion?
Quint and Logan talk about Roth Conversion and how it may work in your financial plan. Hosted by Simplecast, an AdsWizz company. See link
Taking Advantage of Capital Gains Brackets
Quint and Logan talk about how to strategically take advantage of your capital gains bracket in years with lower income. Hosted by Simplecast, an Ad…
What Rates are Controlled by the Fed?
Quint and Allie break down how the FED changing interest rates influences the rest of the bond market. Hosted by Simplecast, an AdsWizz company. See…
Christmas in... September?
Quint and Allie talk about preparing for the end of the year on this 800th episode of DIY Money. Hosted by Simplecast, an AdsWizz company. See https:…
How Much to Put Into an HSA
Quint and Allie talk about funding an HSA. Hosted by Simplecast, an AdsWizz company. See link for information about our collectio…
Am I on Track?
One of the most important questions we hear: Am I on track and should I talk with someone.
Traditional 401(k) or Roth 401(k)
Allie and Quint talk about where to put retirement savings.
Teaching Kids Finance
Quint and Logan talk about teaching kids how to save and invest.
Starting a New Budget as Life Changes
Quint and Logan talk through building a new budget as life circumstances change.
Keeping Up With the Savings Joneses
How much saving is too much saving? Quint and Allie talk through how to balance saving versus living in the moment.
Funding a Side Hustle
Quint and Logan talk about how to get a business off the ground and how to finance it.
All Things Crypto
Quint and Allie talk through cryptocurrencies and how it could play into your portfolio.
What is a Car Broker?
Logan and Allie talk through buying a used vehicle and what to be aware of during the process.
Options & Futures
Quint and Logan talk about options and futures trading and if it makes sense in your financial plan.
5 Years or more... Now what?
We talk all the time about “5 years or less don’t invest” but what do you do when it is more than 5 years?
Savings for Annual Expenses v. Paying Down Debt
Allie and Logan talk about accruing for annual expenses and if it’s better to pay down debt than set aside funds for those expenses.