4.8 • 822 Ratings
Quint and Logan discuss the different investing platforms and how to get started on them.
Transcribed - Published: 17 February 2025
Quint and Allie discuss paying for college versus setting yourself up for the future.
Transcribed - Published: 14 February 2025
Quint and Logan talk about valuing different asset classes and adding those to your portfolio.
Transcribed - Published: 12 February 2025
Allie and Quint talk about when you might need professional help during tax season.
Transcribed - Published: 10 February 2025
Quint and Logan think through the best ways to create passive income.
Transcribed - Published: 7 February 2025
Quint and Allie talk through whether to utilize an employer plan (like a 403(b)) or an Individual Retirement Account (IRA).
Transcribed - Published: 5 February 2025
Quint and Logan talk about the overall market and whether or not it is overvalued.
Transcribed - Published: 3 February 2025
Logan is joined by a special guest, Vinson Bunting, to talk through the key terms and tips you should know before you get a mortgage.
Transcribed - Published: 31 January 2025
Daniel and Allie talk about earning an allowance: how much, how often, and cash or something else?
Transcribed - Published: 29 January 2025
Logan and Allie talk through what to save for first.
Transcribed - Published: 27 January 2025
Logan and Allie talk through balancing saving and spending when you have already built a decent nest egg.
Transcribed - Published: 24 January 2025
Allie and Logan talk about strategies in early retirement.
Transcribed - Published: 22 January 2025
Allie and Logan talk about when to take Social Security and how to plan for that in advance.
Transcribed - Published: 20 January 2025
Logan and Allie talk about the various different accounts you can use to build wealth.
Transcribed - Published: 17 January 2025
Quint and Logan talk through the ways to build wealth after you have completed the basic DIY Money steps.
Transcribed - Published: 15 January 2025
Quint and Logan talk about where to apply your extra margin starting with fast cash and an emergency fund.
Transcribed - Published: 10 January 2025
Quint and Logan talk about one of the most important words in the DIY steps “No”.
Transcribed - Published: 6 January 2025
Quint and Logan talk about one of the most important words in the DIY steps “No”.
Transcribed - Published: 6 January 2025
We are bringing it back to the basics for the new year. Quint and Allie talk through the first DIY Money step of tracking your expenses.
Transcribed - Published: 1 January 2025
Allie and Logan talk through what sales tax is and what it is used for.
Transcribed - Published: 27 December 2024
Daniel and Allie talk about having real estate in an IRA.
Transcribed - Published: 25 December 2024
Logan and Allie talk through how to set up children for financial success.
Transcribed - Published: 23 December 2024
Quint and Logan give financial and motivational book recommendations.
Transcribed - Published: 20 December 2024
Quint and Allie talk about robo or digital advisors. They discuss the good and the bad of utilizing one of these advisors.
Transcribed - Published: 18 December 2024
Quint and Logan talk about why they analyze individual stocks but typically suggest indexed investments.
Transcribed - Published: 16 December 2024
Quint and Logan talk about how they manage money through the holiday season and how to prepare in advance for this time of year.
Transcribed - Published: 13 December 2024
Quint and Allie talk about future tax consequences of putting funds in a trust.
Transcribed - Published: 11 December 2024
Daniel and Quint talk about when you should be saving and when you should be investing.
Transcribed - Published: 9 December 2024
Daniel and Allie talk about actually spending money versus our usual talk of saving.
Transcribed - Published: 6 December 2024
Logan and Allie talk about different careers in Wealth Management and pathways to get to there.
Transcribed - Published: 4 December 2024
Daniel and Logan talk about paper trading: what it is, how to do it, and if it is valuable for learning about trading.
Transcribed - Published: 2 December 2024
Allie and Logan talk about giving to charities in the most tax efficient ways.
Transcribed - Published: 29 November 2024
Quint and Logan talk about what to read and listen to when you are first starting to learn about money. Check out our previous episode where we interviewed Ian McMillan who wrote “What Is A Stock”.
Transcribed - Published: 27 November 2024
Daniel and Allie talk about the 10/10/80 plan and how to save if you will not be receiving social security.
Transcribed - Published: 25 November 2024
Quint and Logan talk about the state of the market and things to think about moving forward.
Transcribed - Published: 22 November 2024
Quint and Allie talk about pensions and how to plan for them.
Transcribed - Published: 20 November 2024
Quint and Daniel talk about Restricted Stock Units and how different company stock plans can play into your financial plan.
Transcribed - Published: 18 November 2024
Quint and Logan talk about important items to consider before the end of the year in your investment accounts.
Transcribed - Published: 15 November 2024
Daniel and Quint talk about the difficulties of helping family with their finances and how to make sure you are taking care of your finances first.
Transcribed - Published: 13 November 2024
Allie and Quint talk about where to invest funds and why.
Transcribed - Published: 11 November 2024
Daniel and Allie talk about the important things to consider doing before year end.
Transcribed - Published: 8 November 2024
Want to start saving for a child before they are born? Quint and Logan talk about how to do that.
Transcribed - Published: 6 November 2024
Quint and Allie talk about some of the psychological pitfalls that are out there when it comes to spending.
Transcribed - Published: 4 November 2024
Daniel and Logan talk about the upcoming election and how that can influence a financial plan.
Transcribed - Published: 1 November 2024
Daniel and Allie talk about taxation on this type of investment.
Transcribed - Published: 30 October 2024
Logan and Allie talk about managing business income when first starting a business. Where should those earnings go?
Transcribed - Published: 28 October 2024
Allie and Logan talk about when to seek professional advice and when to get an advisor to talk about financial goals.
Transcribed - Published: 25 October 2024
Daniel and Allie discuss the different components of estate planning and the most important things to get in place.
Transcribed - Published: 23 October 2024
Daniel and Logan answer this junior question about how to set up investment accounts on auto pilot.
Transcribed - Published: 21 October 2024
Disclaimer: The podcast and artwork embedded on this page are from Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
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