DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Quint and Allie breakdown good options for investment in your various accounts.

How do you find the return on investment for going to college? Quint and Allie help you run the math.

Allie and Quint talk about keeping up with the joneses and the fear of missing out. They talk through the best ways to avoid getting derailed in your financial plan.

How do you retire before age 59.5 and bridge the gap before you can access retirement funds? Allie and Quint dive into the best ways to retire early.

What should you do when your high yield savings account reduces its rate? Switch to money market or treasury bonds or other options?

Logan and Quint talk about what they see going on in the stock market, major themes, and how it relates to other market times.

Allie and Quint break down how AI can be a component of your finances.

20%? More? Less? Quint and Logan talk about how much to put down on your home.

Quint and Allie breakdown their own money blueprint and money DNA. They talk through the psychology of money and how that DNA can shape how you see money.

Saving for big goals can start early. Quint and Allie break down the 5 year or less rule and how to make sure you are saving for longer term goals as well.

Quint and Allie talk about helping family members and how that factors into your financial plan.

Logan and Allie breakdown the biggest benefits an employer typically offers and how to make best use of them.

Would you rather have $1M guaranteed or a 50/50 shot at $10M. Allie and Logan give their thoughts.

Is the new proposals for earnings reports every 6 months versus 3 months a good thing or bad thing for investors? Allie and Logan give their thoughts.

Logan and Allie break down the ways to build a moat around your finances.

SpaceX has been added to the nasdaq, what should you do if you do NOT want exposure? Sometimes you have to change your investment funds. Allie and Logan talk through the best ways to think that through.

The path to wealth. Logan and Allie break down the DIY Money steps.

Quint and Logan talk through strategies for buying into the stock market.

Quint and Logan answer a junior question about the steps and process to getting started investing.

Quint and Logan talk recently about SpaceX news and how to budget not only before a trip but on a trip.

Quint and Logan breakdown the probate process and the steps involved.

AI and this new technology could change a lot about this world. What does it mean for the average person or investor?

Like most things, success in finance requires building healthy habits. Quint and Logan talk through their most important habits to develop early on.

Step 1 of the DIY Money steps is tracking your expenses. Quint and Logan talk through how to track your expenses and why it is the foundation of DIY Money.

Quint and Logan break down how to plan long term for a rental property and how to evaluate if a rental is a good deal or not.

Should you invest all savings into Roth or invest in a different way? Quint and Logan talk through their thoughts.

Quint and Logan talk through the most common and harmful financial mistakes they see.

Quint and Allie break down the cost of investments and what to watch out for with each investment you buy.

Striking the right balance between excitement over short term gain versus being a long term investor is difficult. Quint and Allie talk through how they encourage others.

Quint and Allie break down some of the best tools to use on your financial journey.

On this episode, Logan and Quint break down what to automate and what still needs a human hand on it: paychecks splitting into savings, bills paying themselves, retirement contributions, and budgeting. They also talk about where automation can go wrong if you set it and never check it again.

Quint and Logan break out the DIY Money steps and where to save extra funds. Especially where retirement savings should be going.

On this episode, Logan and Quint walk through what to do after you've had to tap your savings. Whether that is building back up your emergency fund through margin or using your brokerage account to top it back off without wrecking your long term investing plan.

How should you handle market declines and is staying the course really the best option? Quint and Allie go through how to think about these things.

It is an easy trap to fall into. Allie and Quint talk about the dangers of credit and how to stick on the right path with your finances.

A windfall, an inheritance, bonus, settlement, even a big tax refund, can feel like found money. The temptation is to spend it fast. Allie and Quint break down where windfalls usually come from, the mistakes that turn a blessing into a regret, and a simple framework for deciding how much goes to debt, savings, and actually enjoying it.

SpaceX. Anthropocene, and Open AI this year feels like the year of big IPOs. Quint and Allie break them down and talk through if they are a good investment.

Owning stock is one thing. Understanding it is another. Logan and Allie walk through how to get your kids genuinely curious about money and investing.

Quint and Logan talk through risk, diversification, and riding the waves of the market.

You’ve probably heard of EE savings bonds but do you actually know how they work? Allie and Logan walk through the basics: how they’re purchased, the critical 20-year doubling feature, and what to do when they mature.

At a point your business becomes large enough to start a retirement plan. Allie and Logan break down the different kinds along with their pros and cons.

Allie and Logan talk through a “sensitive” topic. The true cost of a car and how to account for it.

Trusts can be complex. Quint and Logan talk about who should be the manager or trustee.

What are the biggest financial mistakes people make in their 30s and 40s? Allie and Logan give their input.

What are bonds? Do they belong in your portfolio? What is the point of having them? Allie and Logan go in depth on all things bonds.

Some of life’s biggest moments come with serious financial weight. Whether you’re getting married, navigating a divorce, welcoming a child, or facing an unexpected job loss, the way you handle money during a transition can shape everything that comes after. Allie and Logan discuss how to handle these times.

Do you need it? Should you have it? Why is it good for your plan or not? Quint and Allie talk through long term care insurance.

How do you retire at 48? Logan interviews Quint to learn about the stories and discipline that made it a reality.

When to take Social Security is not an easy decision. Quint and Logan talk through some of the strategies to consider including investing your social security.

It’s one of the most overlooked settings in your investment account and most people set it once and never think about it again. Quint and Logan dig into the reinvest-or-not question, who should be doing what, and why the answer might be different for different life stages.

No credit history doesn't have to mean no options. Quint and Allie lay out a game plan for building credit from the ground up. What accounts to open, what habits to build, and how to establish a strong score without falling into debt traps.

Giving stock to kids sounds simple but you have to be aware of the tax implications. Quint and Logan walk through how the taxes work for kids that have stock.

ETF, mutual fund, index fund you've heard all three, but do you know the real difference? Quint and Logan cut through the jargon and explain how each one works, what they cost, and which might make the most sense for your investing strategy.

Your brain is working against your portfolio. Quint and Allie break down the most common behavioral biases that trip up everyday investors and the practical steps you can take to get out of your own way.

Quint and Logan talk through how to save if you do not have a company retirement plan.

Quint and Logan talk through combining finances and what that can look like.

Quint and Logan talk about why investing is not gambling.

Quint and Logan talk through the student aid index and how to ultimately pay for college education.

Quint and Logan break down how to take out of your retirement account.

Logan and Allie go back to the classroom and talk through the 8th wonder of the world: compound interest.

Logan and Allie talk through fidelity zero funds versus other low cost mutual funds.

Quint and Logan breakdown backdoor Roth IRA contributions.

Quint and Allie talk through the federal form for tax withholding.

Quint and Allie talk through a junior question about where money came from and how it all started.

Allie and Quint talk through building a personal net worth statement and what should be included.

Quint and Allie talk through the recent market challenges and how to navigate difficult market times.

Quint and Allie talk through debt consolidation and how to dig out of a difficult debt situation.

Quint and Allie weigh the risk and rewards of moving jobs and how to factor in ancillary benefits.

Quint and Logan talk through the best times to be a seller in the market.

Quint and Logan talk through different types of healthcare plans.

Quint and Allie talk through diversifcation and what areas make sense to add to your portfolio.

Quint and Allie talk about weddings and all things asset classes.

Quint and Logan talk through how credit cards work and why to use them or avoid them.

Quint and Allie talk through the trade offs of going to college.

Quint and Allie talk about cost of living adjustments and how to factor them into your plan.

Quint and Allie talk through Trump accounts.

Quint and Logan talk about the purpose of umbrella insurance and when you might need it.

Quint and Logan talked through the challenges in the market and how to handle those in your financial plan.

Quint and Allie talk through the best way to get started investing and who you should use to do so.

Quint and Logan talk through the best places to save money.

Quint and Allie talk about last minute ways to save on your taxes and good long term strategies.

Quint and Logan talk through tips to avoid scams and how to freeze credit.

Quint and Logan talk about the differences between D&P500 funds and total market funds.

Markets have times where they stay in the same area for a long time. Quint and Logan talk about how to navigate that environment.

Logan and Allie talk about how to have the best possible relationship with your financial advisor.

Allie and Logan talk about the best platforms for kids to get started investing.

Allie and Logan talk about how to save before you spend and not the other way around.

Quint and Logan talk about the current volatility in the markets and how to evolve your emergency fund over time.

Quint and Allie talk about rebalancing your retirement accounts: how often, tax consequences, and why it is helpful.

Quint and Allie talk about how to do periodic checks to ensure your money is working for you.

Quint and Logan talk through making retirement savings decisions if your company has a discretionary match.

Quint and Logan talk about the different kinds of car insurance and what to consider for what type to have on your vehicle.

Quint and Logan talk about “good” debt versus “bad” debt.

Quint and Allie talk about how to be a saver versus an investor.

Quint and Logan talk about understanding the different items on your brokerage statement.

Quint and Allie take it back to the classroom and talk through how to handle the ups and downs of markets with lots of headlines.

Quint and Allie talk about a day in New York City and how to take advantage of low income years.

Quint and Logan discuss the best ways to invest early on.

Quint sits down with Meghann, founder of Featherstone Nutrition, to unpack how a passion project turned into a thriving business. Meghann shares the pivotal decisions, early challenges, and lessons learned while scaling her side hustle into a successful company.