Épisodes

  • Disability Insurance

    Disability Insurance
    May 20 2024

    Quint and Daniel talk about how disability insurance factors into your financial plan.
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    15 min
  • Simplifying Your Portfolio

    Simplifying Your Portfolio
    May 17 2024

    Daniel and Allie talk about taking a portfolio from individual stocks to ETFs and mutual funds.
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    14 min
  • Leveraged ETFs & Volatility

    Leveraged ETFs & Volatility
    May 15 2024

    Daniel and Logan talk about volatility in your investments and if a leveraged ETF is a good idea.
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    15 min
  • DIY Money Jr - Custodial Roth IRA

    DIY Money Jr - Custodial Roth IRA
    May 13 2024

    Quint and Allie talk about opening a Roth IRA for kids and how beneficial they can be.
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    16 min
  • Should I Invest in I Bonds?

    Should I Invest in I Bonds?
    May 10 2024

    Quint and Logan discuss investing in I bonds and why to own bonds at all.
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    19 min
  • Margin Loans

    Margin Loans
    May 8 2024

    Quint and Daniel talk about taking out margin specifically on stock plans.
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    17 min
  • Appropriate Percentages for Budgeting

    Appropriate Percentages for Budgeting
    May 6 2024

    Quint and Allie talk about how much to allocate to each category of your budget.
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    20 min
  • Putting Your Home in a Trust

    Putting Your Home in a Trust
    May 3 2024

    Quint and Logan talk about estate planning and utilizing a trust account properly.
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    23 min