Podcast Feed
Margin Loans
Quint and Daniel talk about taking out margin specifically on stock plans.
Appropriate Percentages for Budgeting
Quint and Allie talk about how much to allocate to each category of your budget.
Putting Your Home in a Trust
Quint and Logan talk about estate planning and utilizing a trust account properly.
Debt Sent to Collections
Quint and Allie talk through negotiating and paying off debt that has been sent to collections.
Ethical Investing
Logan and Quint talk about ESG and ethical investing. Also, Quint talks more about his early days of starting the Joule business.
DIY Interview - Drew Sutton - Teaching Kids About Investing
Quint interviews Drew Sutton who has invented a really cool way to teach your kids about investing early in life. Check out this tool at theblackinve…
Student Loans
Quint and Allie talk about student loans and the new SAVE repayment plan.
Bitcoin ETFs
Quint and Logan talk about Bitcoin and purchasing it through an exchange-traded fund.
DIY Money JR - When to Invest
Allie and Logan answer this junior question about when to get started investing.
Money Hack: The HSA
Daniel and Allie dive deep into how a health savings account works and why it is one of the best money hacks out there.
Life Insurance for Kids
Should you have life insurance for your kids? If so what kind? Daniel and Logan discuss.
How to Invest for Short Term Goals
Logan and Allie talk about investing large sums of money for short term goals.
When to Take Social Security
Quint and Logan break down the math of taking social security early versus waiting till later in retirement.
Credit Card "Hack" - Adding Kids to Parent's Credit Card
Allie and Daniel talk about this credit card "hack" for helping your kids build credit.
Buy When the Market is Down
Quint and Allie answer a question about buying stocks on days the market is down.
Fees on Your Investments
Quint and Daniel talk about one of the most important things to watch out for when investing.
Retirement Strategies with Large Age Gap
What can an age difference mean for your financial planning? Allie and Daniel weigh in.
Budgeting with Multiple Accounts
Quint and Logan explain tracking your budget with multiple accounts like savings, checking, and credit cards.
Changing Investment Strategy
Quint and Daniel talk through changing investment strategies from individual stocks to index funds and ETFs.
Bringing on a Tax Advisor?
Logan and Allie talk through how to build a team of advisors around you and when you need to do so.