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When to Encourage Meeting With an Advisor
On this episode of DIY Money, Quint and Daniel discuss when you should encourage others nearing retirement to meet with an advisor.
Planning for Early Retirement
On this episode of DIY Money, discuss planning for early retirement.
What To Do After a Financial Misstep
On this episode of DIY Money, Quint and Daniel discuss what to do after a financial misstep.
What Does my Tax Deduction Look Like?
On this episode of DIY Money, Quint and Daniel discuss what tax deductions you should consider taking.
Should I Have an Active Advisor?
On this episode of DIY Money, Quint and Daniel discuss whether you should have an active advisor.
When to Make a Change in Your Financial Plan
On this episode of DIY Money, Quint and Logan give advice on when to make a change in your financial situation.
Using Leveraged ETFs
On this episode of DIY Money, Quint and Logan discuss using leveraged ETFs.
When and Why to Rebalance Investments
On this episode of DIY Money, Logan and Daniel discuss when and why it is necessary to rebalance investments.
Social Security Survivor Benefits
On this episode of DIY Money, Daniel and Logan discuss the survivor benefits of social security.
What To Do With an ESOP
On this episode of DIY Money, Quint and Daniel discuss what to do with an ESOP.
How to Manage Through Inflation
On this episode of DIY Money, Quint and Daniel give advice on how to manage inflation.
How to Prepare for Buying a House
On this episode of DIY Money, Quint and Daniel give advice on how to prepare for buying a house.
Using Student Loan to Maintain Cash Reserves
On this episode of DIY Money, Quint and Daniel discuss using student loans to maintain cash reserves.
Roth 401K vs Roth IRA
On this episode of DIY Money, Quint and Daniel discuss the difference between contributing to a Roth 401K vs a Roth IRA.
MBA Degree versus CFA
On this episode of DIY Money, Quint and Daniel discuss the differences between getting your MBA degree or CFA.
Taking Goals to Next Level
On this episode of DIY Money, Daniel and Logan give advice on taking goals to the next level.
HSA vs Roth IRA
On this episode of DIY Money, Daniel and Logan discuss the differences between an HSA vs a Roth IRA and the benefits of both.
Getting Into Rental Business With a Friend
On this episode of DIY Money, Quint and Daniel discuss getting into the rental business with a friend.
Using Cash to Pay Down Student Loans
On this episode of DIY Money, Quint and Daniel discuss using cash to pay down student loans.