Podcast Feed
Managing Hefty Student Loans
Should you take a job that helps you pay off your student loans? Or get the highest paying job you can? Quint and Logan talk about managing your stud…
Combining Retirement Accounts
Quint and Allie discuss what accounts can be combined and if you should consolidate accounts.
Preparing for a Recession
With the potential of a recession on the horizon, Daniel and Logan talk about how he has advised clients through recessions in the past.
DIY Money Jr - Buying Partial Shares
Logan and Daniel answer a DIY Money Junior question about buying partial shares when you have small dollar amounts to invest.
What Account Should You Use?
Allie and Logan talk through which accounts to use when saving for retirement.
DIY Money Steps
Allie in Quint go back and review the basic DIY Money steps.
Making up for Lost Time in Investing
What do you do if you are behind on investing? Quint and Logan talk about how to get started saving for yourself or others and what to do if you are …
How Much Do I Need for Retirement?
Quint and Allie talk about dollar amount goals for retirement. What should you target? What is a good rule of thumb?
Why is Paying off Debt Important?
Daniel and Logan talk about the importance of debt payoff and why it is so crucial for building wealth.
Creating Your First Budget
Allie and Logan talk about how to set up your first budget.
Switching to Roth
Daniel and Allie answer a question about switching your retirement contributions from Traditional to Roth.
What to Expect in an Election Year
Quint and Logan talk about how to manage your finances in an election year and what to expect.
Saving for Larger Goals
Quint and Allie talk about anniversary gifts and saving for bigger goals.
Planning for a Pension
Quint and Logan talk about how to factor a pension into your financial planning.
Rebalancing 101
Quint and Daniel talk about how to rebalance your portfolio, when to do it, and why you should go through the rebalancing process over time.
Roth IRA Basics
Quint and Allie talk about the basics of a Roth IRA and if you should use one.
The Housing Market
Quint and Daniel talk about their thoughts on the current housing market and where they see it going in the future.
DIY Money Jr: What to Invest In?
Quint and Logan talk about how to start investing in stocks and the market.
Does Non-Interest Bearing Debt Matter?
Quint and Allie talk about zero interest loans and if you should have them.
Choosing a Financial Advisor
Quint and Logan talk about when you may need a financial advisor and how to choose one.