Podcast Feed
How To Use A 529 Plan For Estate Planning
Wondering if it would be beneficial to use a 529 plan for estate planning? We explain when that strategy could make sense and how to do it.
The College Investor
07/27/2021
332 | Transform Your Tax Return Into a Springboard for Financial Planning
In this week's episode, Brad and Jonathan are joined by none other than the "FI Tax Guy" himself, Sean Mullaney. Together, they highlight reasons why…
#166 - The FIRE Planner - Step-by-Step Guidance to Reach Your Financial Potential
Episode #166 - FIRE (aka Financial Independence) means taking control of your money earlier in life so you have more control over your time. In this …
Coach Carson
05/17/2021
Planning for Parents
On this episode of DIY Money, Quint and Daniel share their advice on planning for parents who did not prepare for retirement.
155 - How to Choose a Financial Planner Who Gets Real Estate by Scott Smith
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Bigger Pockets
03/18/2021
Smart Tax Planning Moves with Sean Mullaney #331
Tax season is here and so it’s time to hear from a tax professional! Sean Mullaney is a financial planner, CPA, and the president of his own company …
How To Money
03/15/2021
College Planning 101 (Rewind w/ Financial Aid Pro Jodi Okun)
For many families college is right around the corner, and so is that first Business Office payment. Fortunately for you, we have some great advice on…
The Stacking Benjamins Show
03/03/2021
Creating Your Debt-Free Blueprint (Rewind w/ Laura Adams, AKA Money Girl)
With stimulus checks hopefully on the way, it's a good time to get your debt payment strategy in place. That's why we're replaying this episode from …
The Stacking Benjamins Show
03/01/2021
296 | Transition Planning from a Military Career on the Path to FI |Doug Nordman
We are circling back to check in with our Households of FI families. First up are Matt and Megan, our international, dual military couple. Having a…
289 | The Roth 401K and Meal Planning Made Easy
For almost 12 months, we've all been trying to do the best that we can. As frequently discussed on the show, we try to do things slightly different,…
Saving for Unexpected Family Planning Expenses
On this episode of DIY Money, Quint and Daniel give advice on saving for unexpected family planning expenses.
274 | Tax Planning 2020 | Sean Mullaney
It's end-of-year tax planning time. As you get further along in your financial independence journey, there are likely more end-of-year tax plannin…
Planning Around a Pension
On this episode of DIY Money, Quint and Daniel discuss planning for retirement outside of a pension.
Top 10 Year-End Tax Planning Tips for 2020!
Make sure you maximize your tax dollars this year! Whether just starting out or reaching a new level of financial complexity, we have important tax p…
417: Make Money Online: The Freelance Business Blueprint
We’re in the middle of a massive labor shift from employees to entrepreneurs. In this episode, I want to try and equip you with some skills, framewor…
Side Hustle Nation
11/05/2020
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.
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.
WCI #177: Financial Planning for Children with Special Needs
Your financial planning after having a child with special needs will be different than you might have otherwise anticipated. In this episode we talk …
White Coat Investor
09/24/2020
8.25.20 IRS to stop sending tax notices for now; Schwab's new free planning tool
IRS will stop sending tax notices for now until it clears through a backlog of mailed in returns. Charles Schwab has a new tool to help with retirem…
Clark Howard
08/25/2020
Retirement Planning in 2020, with Dr. Wade Pfau
#271: Dr. Wade Pfau, one of the foremost experts in the academic field of retirement planning, joins us to talk about how the events of 2020 might im…
Afford Anything
08/19/2020