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Downsizing Homes

Downsizing Homes

On this episode of DIY Money, Quint and Daniel discuss when you should consider downsizing homes.

Budgeting Surplus

Budgeting Surplus

On this episode of DIY Money, Quint and Daniel talk about what their strategies are when they come across a monthly budgeting surplus.

Should You Save Money or Pay Off Debt?

Should You Save Money or Pay Off Debt?

On this episode of DIY Money, Quint and Daniel discuss whether you should be saving more for retirement or pay off debt sooner?

Saving for Unexpected Family Planning Expenses

Saving for Unexpected Family Planning Expenses

On this episode of DIY Money, Quint and Daniel give advice on saving for unexpected family planning expenses.

Mutual Fund Fees vs Performance

Mutual Fund Fees vs Performance

On this episode of DIY Money, Quint and Daniel discuss how to determine the balance between the rate of return and the expense ratio of funds.

Roth IRA Saving

Roth IRA Saving

On this episode of DIY Money, Quint and Daniel discuss using a Roth IRA as a savings tool.

Annuity and Retirement

Annuity and Retirement

On this episode of DIY Money, Quint and Daniel discuss planning for retirement outside of an annuity retirement option.

Planning Around a Pension

Planning Around a Pension

On this episode of DIY Money, Quint and Daniel discuss planning for retirement outside of a pension.

How to Avoid Lifestyle Creep

How to Avoid Lifestyle Creep

On this episode of DIY Money, Quint and Daniel talk about the lifestyle creep of expenses and how to avoid it.

How Young Adults Can Set Themselves Up For Success

How Young Adults Can Set Themselves Up For Success

On this episode of DIY Money, Quint and Daniel give their advice on how young adults can set themselves up for success in the future.

401K Rollovers with Roth and Traditional Funds

401K Rollovers with Roth and Traditional Funds

On this episode of DIY Money, Quint and Daniel discuss what you need to know before rolling over a 401K with both Roth and Traditional funds.

Cash Value Life Insurance

Cash Value Life Insurance

On this episode of DIY Money, Quint and Daniel discuss their thoughts on cash value life insurance and whether it is the right fit for you.

How Do You Save for a Wedding and a House?

How Do You Save for a Wedding and a House?

On this episode of DIY Money, Quint and Daniel talk all things from buying a house, paying off debt, and whether you should use your 401K to do so.

4% Withdrawl Rule

4% Withdrawl Rule

On this episode of DIY Money, Quint and Daniel discuss how to determine how much you should be planning on saving for retirement and whether the 4% w…

What to Expect From a Financial Planner

What to Expect From a Financial Planner

On this episode of DIY Money, Quint and Daniel discuss what you should expect when you are planning to meet with a financial advisor.

How to Legitimize a Business

How to Legitimize a Business

On this episode of DIY Money, Quint and Daniel give advice on how to legitimize a business.

How to Save for Short-Term Goals

How to Save for Short-Term Goals

On this episode of DIY Money, Quint and Daniel share their personal strategies for saving for short-term financial goals.

Dollar-Cost Averaging Vs. Lump-Sum Investing

Dollar-Cost Averaging Vs. Lump-Sum Investing

On this episode of DIY Money, Quint and Daniel talk about the differences between two different investment strategies and what may be best for you de…

Index Funds vs Total Market

Index Funds vs Total Market

On this episode of DIY Money, Quint and Daniel talk about the differences between investing in a total stock market index fund and an S&P 500 index f…

Financial Planning for Relatives With Special Needs

Financial Planning for Relatives With Special Needs

On this episode of DIY Money, Quint and Daniel discuss saving and planning for a family member or a loved one with special needs.