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When to Invest Individual Retirement Account?
On this episode of DIY Money, Logan and Daniel discuss when to invest individual retirement accounts.
Average Return vs Realized Return
On this episode of DIY Money, Logan and Daniel discuss the differences between an average annual return vs a realized return.
401K vs 403B
On this episode of DIY Money, Quint and Daniel discuss the differences between a 401K and a 403B.
How to Plan for a Stay at Home Spouse
On this episode of DIY Money, Quint and Daniel discuss how to financially plan for a stay-at-home spouse.
Alternative Investments
On this episode of DIY Money, Quint and Daniel discuss alternative investments outside of traditional investment accounts.
Where to Allocate Pay Raise
On this episode of DIY Money, Quint and Daniel discuss where to allocate a pay raise.
Avoiding Lifestyle Creep
On this episode of DIY Money, Quint and Daniel give advice on avoiding lifestyle creep.
Savings Rules of Thumb
On this episode of DIY Money, Quint and Daniel share a couple of savings rules of thumb to follow.
How to Save for Mid-Term Goals
On this episode of DIY Money, Quint and Daniel discuss how to save for mid-term goals.
How to Get on Track After an Emergency
On this episode of DIY Money, Quint and Daniel give advice on how to get back on track after an emergency.
Robo Advisor vs Target Date Funds
On this episode of DIY Money, Quint and Daniel discuss the difference of investing with a Robo Advisor or in a Target Date Fund.
When Do Roth Conversions Make Sense?
On this episode of DIY Money, Quint and Daniel explain what a Roth Conversion is and when you should consider doing it.
Why HSA Insurance Plans Cost More
On this episode of DIY Money, Daniel and Logan discuss HSA plans and why they cost more.
Converting 401K to Roth 401K
On this episode of DIY Money, Daniel and Logan discuss converting your Traditional 401K to a Roth 401K.
How to Invest For Your Kids
On this episode of DIY Money, Quint and Logan talk about how to start investing for your kids.
Too Much Cash In My Allocation?
On this episode in DIY Money, Quint and Daniel discuss allocation and whether you may have too much cash in your portfolio.
Is Debt Consolidation Worth It?
On this episode of DIY Money, Quint and Daniel discuss debt consolidation.
What To Do With a Previous Retirement Plan
On this episode of DIY Money, Quint and Logan discuss what to do with a previous employer's retirement plan.
Getting Started as a CPA and CFP
On this episode of DIY Money, Quint and Logan give advice on getting started as a CPA and CFP.