Podcast Feed
Saving for Mid-Term Goals
Daniel and Quint talk about ways to save outside of a retirement account.
Estate Planning
Quint and Logan break down wills, trusts, and the additional documents you may need for your estate plan.
Planning for an Inheritance
Quint and Allie talk about how to plan for an inheritance.
Purchasing a Car
Quint and Daniel talk about purchasing a car and what things to remember when you are in the finance room.
AI and Nvidia
Quint and Logan talk about Nvidia and this new age of AI.
DIY Money Jr - How Much to Save for College?
Quint and Daniel answer this question about beginning to save for college and how much should be saved.
National Debt & Money Supply
Quint and Logan talk about the United States debt levels and the increase in the money supply. How does this influence your financial plan?
Building Discipline Early
Allie and Logan talk about building discipline early in your financial journey.
Real Estate Investing: The Money is Made on the Buy
Quint and Daniel talk about real estate investing and buying real estate in this environment.
How Many Accounts Do We Need?
Logan and Daniel talk through merging accounts in marriage or keeping things separate.
Money in Marriage
Quint and Logan talk about how they manage money with their spouse and what pitfalls to avoid.
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.