Podcast Feed
How to Evaluate Individual Stocks
Quint and Logan discuss how to evaluate individual stocks and their earnings reports.
When Do You Need a Trust?
Daniel and Quint talk about estate planning and when it is important to get a trust in place.
Filing Jointly Versus Separately
Quint and Allie talk through filing taxes jointly versus separately and why you would do either.
DIY Money Jr - Should I Own Gold?
Quint and Daniel answer this great question from a young listener about owning/buying gold.
Pulling Funds from Your 401K
Logan and Allie dive into the tax consequence of pulling money out of your 401K. They also touch on strategies for tax management when living outside…
How to Network - Question from Will Levis, NFL Quarterback of the Tennessee Titans
Quint and Logan answer a great question about networking from NFL quarterback of the Tennessee Titans, Will Levis.
Using Credit Cards - Sponsored by Wallet Hub
Quint and Daniel talk through how they use credit cards, the pitfalls of credit, and what to look for when searching for a credit card.
Accounts for Kids: UTMA v. UGMA
Quint and Logan talk about various investment accounts for kids, what the different acronyms mean, and the best one to save for your child.
How to Charitably Give Stock
Quint and Logan talk through tax advantages and strategies for giving stock to charity.
Where to Hold Your Emergency Fund
Daniel and Allie talk through where to hold your emergency fund.
Basics of a Roth IRA
Logan and Allie talk through the basics of opening, saving, and investing in a Roth IRA.
How to Invest in Different Accounts
Daniel and Logan talk about the differences between ETFs, Mutual Funds, and how to invest in different accounts.
How to Track Expenses
Logan and Allie talk about apps and resources to help you track your expenses.
Backdoor Roth IRA
Allie and Daniel talk through a backdoor Roth IRA contribution, when you should use this strategy, and how to do it.
DIY Money Jr - How to Make Money as a Kid
Quint and Logan answer this question and tell stories about how to make money when you are young.
Keep Funds in a Business or Take Money Out?
Quint and Allie talk about reinvesting funds into your business or taking that money out for your benefit.
Balancing Joy and Savings
Daniel and Quint talk through the balancing act of spending now versus saving for later.
DIY Money Jr - Investing in a Roth IRA without Earned Income
Allie and Quint talk about contributions to a Roth IRA when you are young and just starting to make money.
Relationships and Budgeting
Daniel and Logan talk about how to navigate spending and budgeting in a relationship.