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Adjusting Retirement Savings for Near Term Goals
On this episode of DIY Money, Quint and Daniel answer a question about adjusting 401K contributions to pay for kids college.
Budgeting for Goals
On this episode of DIY Money, Quint and Allie lay out how to budget for goals.
Dividend Stocks and Reinvestment
On this episode of DIY Money, Quint and Daniel discuss dividend paying stocks and reinvesting dividends.
Planning for Death
On this episode of DIY Money, Quint and Daniel talk about how to smartly plan for someone's passing.
Company Stock Incentive Plans
On this episode of DIY Money, Quint and Logan talk about various stock incentives like ISOs, RSUs, and NSOs.
Actively Trading Your Roth IRA
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 thi…
Tax Planning in a No Income Tax State
On this episode of DIY Money, Logan and Allie talk about tax planning for states with no income tax.
Municipal Bonds versus US Government Bonds
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…
Should I Buy Solar Panels?
On this episode of DIY Money, Quint and Daniel go in depth on the financial decision of buying solar panels.
Employee Stock Purchase Plans
On this episode of DIY Money, Quint and Daniel talk about Employee Stock Purchase Plans.
How to Get Past the Fear of Investing?
On this episode of DIY Money, Quint and Logan talk about the important mental aspect of investing.
Lump Sum Pension or Annuity Payout?
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.
What Should I Deduct on My Taxes?
On this episode of DIY Money, Allie and Quint talk about tax deductions and if itemization is worth it.
What Is a Wash Sale and How to Avoid It?
On this episode of DIY Money, Quint and Daniel talk through the intricacies of wash sales for investments.
Look Out, Student Loans are Back
On this episode of DIY Money, Quint and Daniel talk about student loans resuming and saving for bigger expenses.
Different Types of Custodial Account
On this episode of DIY Money, Daniel and Logan talk about the different types of custodial accounts.
Setting Up a Retirement Plan at Work
On this episode of DIY Money, Daniel and Logan talk through setting up a retirement plan for a small business.
Should I Buy an Annuity?
On this episode of DIY Money, Daniel and Logan discuss what annuities are and our thoughts on them.