DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Episodes
One Time Investment vs. Dollar Cost Averaging?
10 Aug 2022
Contributed by Lukas
In this episode of DIY Money, Quint and Daniel discuss the differences between investing lump sums or dollar cost averaging. Hosted by Simplecast, an ...
Saving Future Contributions
07 Aug 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss methods for saving up before contributing to various accounts each year. Hosted by Simplecast, ...
DIY Money Jr - What to do with Money from Your First Job
05 Aug 2022
Contributed by Lukas
In this DIY Money Junior episode, Quint and Daniel discuss how to think about money from your first job. Hosted by Simplecast, an AdsWizz company. See...
Money in Your Marriage
04 Aug 2022
Contributed by Lukas
On this episode of DIY Money, Daniel and Quint talk about some of the strategies they use for handling money in their households and marriages. Hosted...
Owner or Employee which is better?
27 Jul 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss the differences between being an employee in a business or an owner of a business. Hosted by Si...
How Do I Stop Being Cheap?
24 Jul 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss the mindset of spending and the psychology that influences what you spend and what you save. Ho...
Investing in Real Estate Versus Stocks
20 Jul 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss the differences in the Real Estate and Stock Market and discuss the pros and cons of those inve...
Tracking Your Investment Allocation
17 Jul 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel walk through what they use to track their financial investments. Hosted by Simplecast, an AdsWizz compa...
Unique Ways to Use Your Home Equity
13 Jul 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss strategies for utilizing your primary home's equity. Hosted by Simplecast, an AdsWizz company. ...
Balancing Goals and Savings
10 Jul 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss balancing goals and savings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com fo...
How to Have Long Term Financial Conversations
06 Jul 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel give advice on how to have long-term financial conversations with family members. Hosted by Simplecas...
How to Invest an Inherited IRA
03 Jul 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss how to invest an Inherited IRA. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com...
Investing in the Current Market Environment
29 Jun 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss investing in the current market environment. Hosted by Simplecast, an AdsWizz company. See pc...
Margin and Options? Should You be Using Them?
26 Jun 2022
Contributed by Lukas
On this episode of DIY Money, Logan and Daniel discuss margin and options trading, and whether you should be using them. Hosted by Simplecast, an Ad...
Where to Put Additional Savings?
22 Jun 2022
Contributed by Lukas
On this episode of DIY Money, Logan and Daniel discuss where to put any additional savings. Hosted by Simplecast, an AdsWizz company. See pcm.adswiz...
Best Ways to Increase Your Credit Score
19 Jun 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss the best ways to increase your credit score. Hosted by Simplecast, an AdsWizz company. See pc...
How to Utilize I Bonds
15 Jun 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss how to utilize I Bonds. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for inf...
Paying Off a Mortgage vs Investing
12 Jun 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss the mathematics and psychology of paying off a mortgage vs investing. Hosted by Simplecast, a...
When to Encourage Meeting With an Advisor
08 Jun 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss when you should encourage others nearing retirement to meet with an advisor. Hosted by Simple...
Planning for Early Retirement
05 Jun 2022
Contributed by Lukas
On this episode of DIY Money, discuss planning for early retirement. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information a...
What To Do After a Financial Misstep
02 Jun 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss what to do after a financial misstep. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz...
What Does my Tax Deduction Look Like?
29 May 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss what tax deductions you should consider taking. Hosted by Simplecast, an AdsWizz company. See...
Should I Have an Active Advisor?
25 May 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss whether you should have an active advisor. Hosted by Simplecast, an AdsWizz company. See pcm....
When to Make a Change in Your Financial Plan
22 May 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Logan give advice on when to make a change in your financial situation. Hosted by Simplecast, an AdsWizz com...
Using Leveraged ETFs
19 May 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Logan discuss using leveraged ETFs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for inform...
When and Why to Rebalance Investments
15 May 2022
Contributed by Lukas
On this episode of DIY Money, Logan and Daniel discuss when and why it is necessary to rebalance investments. Hosted by Simplecast, an AdsWizz compa...
Social Security Survivor Benefits
11 May 2022
Contributed by Lukas
On this episode of DIY Money, Daniel and Logan discuss the survivor benefits of social security. Hosted by Simplecast, an AdsWizz company. See pcm.a...
What To Do With an ESOP
08 May 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss what to do with an ESOP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for in...
How to Manage Through Inflation
04 May 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel give advice on how to manage inflation. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com...
How to Prepare for Buying a House
01 May 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel give advice on how to prepare for buying a house. Hosted by Simplecast, an AdsWizz company. See pcm.a...
Using Student Loan to Maintain Cash Reserves
27 Apr 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss using student loans to maintain cash reserves. Hosted by Simplecast, an AdsWizz company. See ...
Roth 401K vs Roth IRA
24 Apr 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss the difference between contributing to a Roth 401K vs a Roth IRA. Hosted by Simplecast, an ...
MBA Degree versus CFA
20 Apr 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss the differences between getting your MBA degree or CFA. Hosted by Simplecast, an AdsWizz comp...
Taking Goals to Next Level
17 Apr 2022
Contributed by Lukas
On this episode of DIY Money, Daniel and Logan give advice on taking goals to the next level. Hosted by Simplecast, an AdsWizz company. See pcm.adsw...
HSA vs Roth IRA
13 Apr 2022
Contributed by Lukas
On this episode of DIY Money, Daniel and Logan discuss the differences between an HSA vs a Roth IRA and the benefits of both. Hosted by Simplecast, ...
Getting Into Rental Business With a Friend
10 Apr 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss getting into the rental business with a friend. Hosted by Simplecast, an AdsWizz company. See...
Using Cash to Pay Down Student Loans
06 Apr 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss using cash to pay down student loans. Hosted by Simplecast, an AdsWizz company. See pcm.adswi...
When to Invest Individual Retirement Account?
03 Apr 2022
Contributed by Lukas
On this episode of DIY Money, Logan and Daniel discuss when to invest individual retirement accounts. Hosted by Simplecast, an AdsWizz company. See ...
Average Return vs Realized Return
30 Mar 2022
Contributed by Lukas
On this episode of DIY Money, Logan and Daniel discuss the differences between an average annual return vs a realized return. Hosted by Simplecast, ...
401K vs 403B
27 Mar 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss the differences between a 401K and a 403B. Hosted by Simplecast, an AdsWizz company. See pcm....
How to Plan for a Stay at Home Spouse
23 Mar 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss how to financially plan for a stay-at-home spouse. Hosted by Simplecast, an AdsWizz company. ...
Alternative Investments
20 Mar 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss alternative investments outside of traditional investment accounts. Hosted by Simplecast, an ...
Where to Allocate Pay Raise
18 Mar 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss where to allocate a pay raise. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com ...
Avoiding Lifestyle Creep
13 Mar 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel give advice on avoiding lifestyle creep. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.co...
Savings Rules of Thumb
11 Mar 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel share a couple of savings rules of thumb to follow. Hosted by Simplecast, an AdsWizz company. See pcm...
How to Save for Mid-Term Goals
06 Mar 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss how to save for mid-term goals. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com...
How to Get on Track After an Emergency
02 Mar 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel give advice on how to get back on track after an emergency. Hosted by Simplecast, an AdsWizz company....
Robo Advisor vs Target Date Funds
28 Feb 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss the difference of investing with a Robo Advisor or in a Target Date Fund. Hosted by Simplecas...
When Do Roth Conversions Make Sense?
23 Feb 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel explain what a Roth Conversion is and when you should consider doing it. Hosted by Simplecast, an Ads...
Why HSA Insurance Plans Cost More
20 Feb 2022
Contributed by Lukas
On this episode of DIY Money, Daniel and Logan discuss HSA plans and why they cost more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.c...
Converting 401K to Roth 401K
16 Feb 2022
Contributed by Lukas
On this episode of DIY Money, Daniel and Logan discuss converting your Traditional 401K to a Roth 401K. Hosted by Simplecast, an AdsWizz company. See ...
How to Invest For Your Kids
13 Feb 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Logan talk about how to start investing for your kids. Hosted by Simplecast, an AdsWizz company. See pcm.ads...
DIY Money Jr - When to Sell Your Stocks
10 Feb 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Logan discuss when to consider selling stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com...
Too Much Cash In My Allocation?
06 Feb 2022
Contributed by Lukas
On this episode in DIY Money, Quint and Daniel discuss allocation and whether you may have too much cash in your portfolio. Hosted by Simplecast, an...
Is Debt Consolidation Worth It?
02 Feb 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss debt consolidation. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informa...
What To Do With a Previous Retirement Plan
30 Jan 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Logan discuss what to do with a previous employer's retirement plan. Hosted by Simplecast, an AdsWizz compan...
Getting Started as a CPA and CFP
26 Jan 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Logan give advice on getting started as a CPA and CFP. Hosted by Simplecast, an AdsWizz company. See pcm.ads...
Investing When You Can’t Use an IRA
24 Jan 2022
Contributed by Lukas
On this episode of DIY Money, Daniel and Logan discuss where you can invest if you are unable to invest in a Roth IRA. Hosted by Simplecast, an AdsWiz...
When to Quit a Stressful Job
24 Jan 2022
Contributed by Lukas
On this episode of DIY Money, Logan and Daniel discuss when it is appropriate time to quit a stressful job. Hosted by Simplecast, an AdsWizz company...
How to Prioritize Saving vs Debt Payoff Goals
12 Jan 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss prioritizing saving vs debt payoff goals. Hosted by Simplecast, an AdsWizz company. See pcm.a...
Pay Off Student Loans Now or Gradually
11 Jan 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss paying off student loans now or gradually. Hosted by Simplecast, an AdsWizz company. See pcm....
Using Home Equity for Rental Real Estate
05 Jan 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss using a HELOC to fund a down payment for a rental property. Hosted by Simplecast, an AdsWizz ...
Traditional IRA vs Roth IRA
03 Jan 2022
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss the key differences between a Traditional IRA vs a Roth IRA. Hosted by Simplecast, an AdsWizz c...
Options for Leaving the Pension System
29 Dec 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Logan discuss options for leaving the pension system. Hosted by Simplecast, an AdsWizz company. See pcm.adsw...
Pay Down Student Loans or Invest Early
26 Dec 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss whether they would put all savings prior to school towards paying off student loans or invest e...
Holiday Saving
22 Dec 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Logan discuss fun gift ideas that save money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com ...
Deciding Between 401K and ESPP
19 Dec 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss the difference between contributing to a 401K and ESPP. Hosted by Simplecast, an AdsWizz co...
Ethereum and NFTs
15 Dec 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel explain what the Metaverse, NFTs, and Ethereum are and why they are important. Hosted by Simplecast, ...
Investing Excess Savings
12 Dec 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Logan discuss whether you should invest excess savings outside of an emergency fund. Hosted by Simplecast, a...
When Do You Move States for a Job?
08 Dec 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Logan talk about what to consider when offered a job out of state. Hosted by Simplecast, an AdsWizz company....
How to Give Stock as a Holiday Gift
06 Dec 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Logan discuss how to gift stock for the holidays. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz....
What are Restricted Stock Units (RSU)?
01 Dec 2021
Contributed by Lukas
On this episode of DIY Money, Daniel and Logan describe the difference between common stocks and Restricted Stock Units (RSU). Hosted by Simplecast,...
Recommended Money Resources
01 Dec 2021
Contributed by Lukas
On this episode of DIY Money, Daniel and Logan give their recommendations on books and financial resources to learn from. Hosted by Simplecast, an Ads...
How to Motivate Others Toward Their Goals
24 Nov 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Logan give advice on how to motivate others towards their goals. Hosted by Simplecast, an AdsWizz company. S...
How to Diversify Investments
23 Nov 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Logan discuss how to diversify investments in your portfolio. Hosted by Simplecast, an AdsWizz company. See ...
Aggressively Paying Down Student Loan
17 Nov 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel talk about aggressively paying down student loan debt. Hosted by Simplecast, an AdsWizz company. See ...
Is Student Loan Debt Worth It?
14 Nov 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss whether they believe if student loan debt is worth it. Hosted by Simplecast, an AdsWizz compa...
Blended Family Finances
10 Nov 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss how to manage blended family finances. Hosted by Simplecast, an AdsWizz company. See pcm.adsw...
Saving Money and Using Rewards for Travel
07 Nov 2021
Contributed by Lukas
On this episode of DIY Money, Daniel and Logan discuss saving money and using credit card rewards for travel. Hosted by Simplecast, an AdsWizz compa...
Using a HELOC to Purchase a Property
03 Nov 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss using a HELOC loan to purchase a property. Hosted by Simplecast, an AdsWizz company. See pcm....
Should You Rent or Sell Your Starter Home?
03 Nov 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss whether you should consider renting or selling your starter home. Hosted by Simplecast, an Ad...
Where to Get Started on The DIY Journey
29 Oct 2021
Contributed by Lukas
On this episode of DIY Money, Daniel and Logan give advice on where to get started on the DIY Journey. Hosted by Simplecast, an AdsWizz company. See...
The Differences Between ETFs
26 Oct 2021
Contributed by Lukas
On this episode of DIY Money, Daniel and Logan explain the differences between ETFs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com f...
Paying Off Student Loans Early
20 Oct 2021
Contributed by Lukas
On this episode of DIY Money, Daniel and Logan discuss paying off student loans early. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com...
What‘s a SEP IRA?
17 Oct 2021
Contributed by Lukas
On this episode of DIY Money, Daniel and Logan explain what a SEP IRA is and how it works. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz...
Should I Save Some Money From Gifts?
13 Oct 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel give their recommendations on how you should spend money from gifts. Hosted by Simplecast, an AdsWizz...
How To Use an Employer Stock Plan?
11 Oct 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss how to use an Employer Stock Plan. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz....
What To Do With Funds From Selling House?
06 Oct 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Logan give their advice on what to do with the funds from selling your house. Hosted by Simplecast, an AdsWi...
Is Gold a Good Protection Against Inflation?
03 Oct 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss whether gold is a good protection against inflation. Hosted by Simplecast, an AdsWizz company...
How to Invest in Non-Retirement Accounts
30 Sep 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel talk about investing in non-retirement accounts. Hosted by Simplecast, an AdsWizz company. See pcm.adsw...
Taxes on Selling Investments
26 Sep 2021
Contributed by Lukas
On this episode of DIY Money, Daniel and Logan discuss taxes that may incur after selling investments. Hosted by Simplecast, an AdsWizz company. See...
How to Allocate a Bonus
22 Sep 2021
Contributed by Lukas
On this episode of DIY Money, Daniel and Logan discuss some smart ways on how to allocate a bonus. Hosted by Simplecast, an AdsWizz company. See pcm...
What Is Tax Loss Harvesting?
19 Sep 2021
Contributed by Lukas
On this episode of DIY Money, Logan and Daniel discuss what tax loss harvesting is and why it can be a valuable tool for some long-term investors. H...
HSA vs Roth IRA
15 Sep 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss whether you should max out your HSA or Roth IRA first. Hosted by Simplecast, an AdsWizz compa...
How to Save For Near-Term Education Goals
12 Sep 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Logan talk about how to save for near-term education goals. Hosted by Simplecast, an AdsWizz company. See pc...
How to Teach Others About Budgeting
08 Sep 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel talk about how to teach others about budgeting. Hosted by Simplecast, an AdsWizz company. See pcm.ads...
Is The American Dream Possible Without Debt?
07 Sep 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss the American Dream and whether it is possible without debt. Hosted by Simplecast, an AdsWizz ...
Investing Your Emergency Fund
01 Sep 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel discuss investing your emergency fund. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com ...
Cashout Refinance to Pay Down Debt
30 Aug 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel talk about cashing out on a refinance to pay down debt. Hosted by Simplecast, an AdsWizz company. See...
Developing Your Own Unique Investing Strategy
25 Aug 2021
Contributed by Lukas
On this episode of DIY Money, Quint and Daniel give advice on how to develop your own unique investing strategy. Hosted by Simplecast, an AdsWizz comp...