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Bleav

Jill On Money

savings

CFP® a passionate look at everything money from budgeting

bonds

Smart Money

Quint Tatro & Daniel Czulno

stocks

investing

BiggerPockets it’s worth a listen!

debt. For those that enjoy Dave Ramsey

Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself.

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

We talk all the time about “5 years or less don’t invest” but what do you do when it is more than 5 years?

5 Years or more... Now what?

Allie and Logan talk about accruing for annual expenses and if it’s better to pay down debt than set aside funds for those expenses.

Savings for Annual Expenses v. Paying Down Debt

Quint and Logan talk about different healthcare plans including Medicare and HSAs.

Medicare or HSA Plan

Allie and Quint answer a question about moving money to a Fintech firm.

What is FINTECH?

Quint and Logan talk through the other side of investing: withdrawling money and the best ways to do it.

Dollar Cost Averaging When Taking Distributions

Allie and Quint discuss some of the things they encourage your people and parents to think about when they go to college.

Going off to College

Sometimes it happens! Quint and Allie talk about when you have to tap your emergency fund.

Using the Emergency Fund

Quint and Allie talk through why it is beneficial to invest rather than keep money in the bank.

DIY Money Jr - Why do Markets Return More than the Bank?

Quint and Logan talk about lending your stocks and how shorting stock works.

Short Positions and Lending Stock

Quint and Allie talk through different types of accounts and when you may have too many.

How Many Accounts are Too Many?

On this episode of DIY Money, Allie and Quint talk about gifting investments this holiday season.

Bleav + 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!

Giving the Gift of Investments

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