Podcast Feed

Withholding Taxes on Distributions

Withholding Taxes on Distributions

On this episode of DIY Money, Daniel, Logan, AND Allie talk about withholding taxes on distributions out of a retirement account or an inherited reti…

Retirement Account Allocation

Retirement Account Allocation

On this episode of DIY Money, Daniel and Logan talk about allocation in retirement accounts, specifically in a TSP.

Dollar Cost Averaging Into Individual Stocks

Dollar Cost Averaging Into Individual Stocks

On this episode of DIY Money, Daniel and Logan talk about buying individual stocks and whether to continue dollar cost averaging into them.

How Does My Pension Change My Plan?

How Does My Pension Change My Plan?

On this episode of DIY Money, Logan and Daniel talk about how pensions impact a long term financial plan.

Custodial and Investment Accounts for Kids

Custodial and Investment Accounts for Kids

On this episode of DIY Money, Daniel and Quint talk about investing for kids and what situations you should consider using different types of account…

Budgeting Tips and Tricks

Budgeting Tips and Tricks

On this episode of DIY Money, Quint and Allie talk about budgeting tips and tricks.

Should I Use a 529 Now?

Should I Use a 529 Now?

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 …

DIY MONEY JR- Starting an Online Business

DIY MONEY JR- Starting an Online Business

On this episode of DIY Money Junior, Logan and Quint talk about starting an online business.

Buying a Home? How Much Should You Put Down?

Buying a Home? How Much Should You Put Down?

On this episode of DIY Money, Daniel and Logan talk about what percentage to put down on your home.

Take More Risk With a Pension?

Take More Risk With a Pension?

On this episode of DIY Money, Logan and Daniel talk about risk when factoring in a pension to a financial plan.

Increasing 401K Savings to Save on Taxes

Increasing 401K Savings to Save on Taxes

On this episode of DIY Money, Logan and Daniel talk about increasing 401K savings to ultimately save on taxes.

Using an HSA for Retirement

Using an HSA for Retirement

On this episode of DIY Money, Logan and Daniel talk about calculating retirement needs while factoring in an HSA.

We Want You At Joule!

We Want You At Joule!

We would love to have you apart of our team at Joule Financial. Learn more about our open position HERE.

Savings Bucket for a Baby

Savings Bucket for a Baby

On this episode of DIY Money, Quint and Logan talk about creating an extra savings bucket when planning on having a baby.

Should I Pay Off My Mortgage? Or Invest?

Should I Pay Off My Mortgage? Or Invest?

On this episode of DIY Money, Quint and Logan talk through the qualitative and quantitative factors to paying off your mortgage versus investing.

What to Do When You Make Over the Roth IRA Limits?

What to Do When You Make Over the Roth IRA Limits?

On this episode of DIY Money, Quint and Daniel talk about what to do when you start making income over the Roth income limits.

What Happens To My Loan If My Bank Fails?

What Happens To My Loan If My Bank Fails?

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.

Inheritance, EE Bonds, and Taxes

Inheritance, EE Bonds, and Taxes

On this episode of DIY Money, Quint and Daniel talk about inheriting EE bonds and what to do with them.

More Margin, Now What?

More Margin, Now What?

On this episode of DIY Money, Quint and Daniel talk about what to do when you start having more margin.

How to Find a Good Tax Accountant?

How to Find a Good Tax Accountant?

On this episode of DIY Money, Quint and Daniel talk about how they find professionals to work with.