All Episodes
DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing — 933 episodes
Traveling on a Budget
What Happens When You Pass Without a Plan?
AI? Oil? What Does it All Mean for Me?
Building Financial Habits
Tracking Expenses
Should I Own Real Estate?
All in on Roth
Personal Finance Misconceptions
Understanding Expense Ratios
Short Term Gain Vs. Long Term Investing
Tools to Teach Finance
Automating Your Finances
Where to Invest Extra Funds
Backing Up Your Emergency Fund with Brokerage
"Stay the Course"
Buy Now, Pay Later?
What to Do With a Windfall
How do IPOs Work?
Teaching Your Kids Finance
Time IN the Market
EE Savings Bonds
Starting a Business Retirement Plan
The True Cost of a Car
Who Should Manage My Trust?
Biggest Financial Mistakes
Are Bonds a Good Investment?
How to Handle Life Transitions
Long-Term Care Insurance
What Does It Actually Take to Retire at 48?
When to Take Social Security
Should I Reinvest Dividends and Capital Gains?
Building Credit From Scratch
Gifting Stock and the Tax Considerations
ETF vs. Mutual Funds vs. Index Funds
Fighting Behavioral Bias
No 401(k)? How Should You Save?
Combining Finances
Back to the Classroom: Is the Stock Market Just Gambling?
College Aid Calculations
Withdrawing From Your 401(k)
Back to the Classroom: Compound Interest
Fidelity Zero Funds
Should I Do Backdoor Roth Contributions
Back to the Classroom: What is W-4 Withholding?
DIY Money Jr - Where Did Money Come From?
Calculating Net Worth
Market Meltdown
Debt Consolidation
Should I Move Jobs?
Back to the Basics: When Should I Sell?
PPO or HSA
Do I need International Funds?
Back to the Classroom: What are Asset Classes
DIY Money Jr - How do Credit Cards Work?
Should I Go to College?
Back to the Basics: Cost of Living Adjustment
DIY Money Jr - What are Trump Accounts
What is Umbrella Insurance?
Back to the Classroom: How to Handle Volatility
With Who Should I Invest?
DIY Money Jr- Where to Put Savings
Save on Taxes
Protecting Your Finances
S&P500 or Total Market
Back to the Classroom: When Markets Take Time to Recover
How to Be a Good Client for a Financial Advisor
DIY Money Jr - Best Investment Platform
Back to the Basics: Save First
What Counts as an Emergency?
Rebalancing Retirement Accounts
Back to the Basics: Checks and Balances
Discretionary Match for Retirement
Best Car Insurance?
Back to the Classroom: Good Debt, Bad Debt
DIY Money Jr - Savings or Investing
Reading a Brokerage Statement
Back to the Classroom: Dealing with Headlines
Planning for Low Income Years
DIY Money Jr: Stocks v. Mutual Funds
DIY Interview - Meghann Featherstun
Back to the Basics: Wealth Creation Part 2
Back to the Basics: Wealth Creation Part 1
Back to the Basics: Saying No
Back to the Basics: Debt Hierarchy
Back to the Basics: Fast Cash and Emergency Fund
Back to the Basics: Magic is in the Margin
Back to the Basics: Budgeting 201
Back to the Basics: Budgeting 101
Back to the Basics: Built Different
Roth 101
Investing in Your HSA
DIY Money Jr - Where to Invest
Last Minute Gift Ideas
Do I need a Roth?
Five F's - Goal Setting
What is Market Cap?
HYSA v. Money Market
Rule of 4% - Am I on Track for Retirement?
Stock Price Targets
Responding to Volatility in Markets
Roth v. Taxable Account
Teaching your Kids about Finances
When to Refinance?
Allocation in 529 Plan
How to Invest Large Chunks of Money?
Traditional or Roth
Having a Child Financial Checklist
Capital Gains Harvesting
Self-Pay Health Insurance
Series I Bonds
No More Tax-Free Loans!
Money in Singleness: Allie
Money in Marriage: John and Carol
Money in Marriage: Brandie and Quint
Money In Marriage: Hannah and Logan
HSA Usage
What is Monetary Stewardship?
Budgeting Rental Income
Retirement Without an Employer Plan
Start NOW!
Increasing your Credit Score
How to Budget for a Bonus?
How are Financial Advisors Compensated?
Budgeting With a Stay at Home Parent
How to Narrow Down Investing Options
Roth 401(k) v. Roth IRA
Keep It Simple!
Should I pay down my Mortgage with Margin?
What to Do With Your 401k After Changing Jobs?
Budgeting for Period of Reduced Income
The Market Ride
What is Roth Conversion?
Taking Advantage of Capital Gains Brackets
What Rates are Controlled by the Fed?
Christmas in... September?
How Much to Put Into an HSA
Playing the Interest Game
Am I on Track?
Traditional 401(k) or Roth 401(k)
Teaching Kids Finance
Starting a New Budget as Life Changes
Keeping Up With the Savings Joneses
Funding a Side Hustle
All Things Crypto
What is a Car Broker?
Options & Futures
5 Years or more... Now what?
Savings for Annual Expenses v. Paying Down Debt
Medicare or HSA Plan
What is FINTECH?
Dollar Cost Averaging When Taking Distributions
Going off to College
Using the Emergency Fund
DIY Money Jr - Why do Markets Return More than the Bank?
Short Positions and Lending Stock
How Many Accounts are Too Many?
Market Update
Buying Early Retirement
Playing the Interest Game
What are "Earnings"?
Big Beautiful Series: No Tax on Social Security?
Big Beautiful Series: Tips and Overtime
Big Beautiful Series: Market Impact
Retirement Accounts in Trusts
Debts at Passing
Index Fund Construction
DIY Money Jr - Impulse Buying
Saving By Giving: Donor Advised Fund
Solo 401k v. Roth IRA
All Things Investing - Stock Picking
All Things Investing - Getting Started
All About Investments - Taxes and Accounts
Buying Fractional Shares
DIY Money Jr - How to Get Started in Investing
How to Save Before You are Eligible for Workplace Plans
Using a 529
Choosing an Advisor
ETF v. Mutual Funds
When to Use the Fast Cash?
What Does the Average Investor Need to Know About Stocks?
How Much Cash is Too Much Cash?
Cash on Hand? Easy to Save or Easy to Spend
Zero Cost Funds
Take More Risk in a Roth?
DIY Money Jr - How to Make Money in Your Neighborhood
Why Do Markets "Close"?
How Much in Your Emergency Fund?
Dollar Cost Averaging Large Sums
Balancing Goals
Navigating Finances with a Spouse
How to Pay for College
Buying a Car: New v. Used
Emergency Fund v. Debt
Money Map: No Shortcuts
Money Map: Investing The Right Way
Money Map: Traveling Companions
Money Map: Know the Destination
Money Map: Yes, Even You.
Money Pit: Kicking the Can Down the Road
Money Pit: Keeping up with the Joneses
Money Pit: Inevitable 2x4
Money Pit: Paycheck to Paycheck
Money Pit: Lifestyle Creep
"When to Sell a Stock "Winner"
Moving States in a Tax Year
Investing from Outside of the US
Budget Accruals
Buying Years of Service
Simple IRA v. Roth IRA v. 403(b)
Real Estate and Interest Rates
Married Filing Separately and Roth IRAs
All About Tariffs
What are 457(b)s?
When to Rebalance?
Pay Yourself First
All About REITs
Shopping Credit Cards
Good Debt v. Bad Debt
"The Family Business"
STOP IT!!
Using Your Emergency Fund
Pension Plan Vs Investment Plan
HSA & Super HSA?
Donor Advised Fund
Debts in Collections
Online Investing Platforms
Paying off College?
What Asset Class to Choose in Investing
When to Hire a Tax Pro
Real Estate Investing vs High-Yield Dividend Stocks
Employer Plan Versus IRA
Is the S&P 500 Overvalued?
All About Mortgages
DIY Money Jr - Earning an Allowance
Savings Hierarchy
Am I Saving Too Much?
Retiring Early: Free Health Care v. Roth Conversion
When to take Social Security?
Back to the Basics: Wealth Creation - Part 2
Back to the Basics: Wealth Creation - Part 1
Back to the Basics: Debt Hierarchy
Back to the Basics: Fast Cash and Emergency Fund
Back to the Basics: Magic is in the Margin
Back to the Basics: Saying No
Back to the Basics: Budgeting 101
Back to the Basics: Tracking Expenses
End of Year Wrap Up
DIY Money Jr - What is Sales Tax
Real Estate in a Roth IRA
Setting up Kids for Success
Financial Must-Reads
Robo/Digital Advisors
Why Analyze Individual Stocks?
Money Tips for the Holiday Season
Taxes on Inherited Trust
DIY Money Jr - Save or Invest?
Psychology of Spending Money
Careers in Wealth Management
Paper Trading?
Tax-Advantaged Charitable Giving
DIY Money Jr - Financial Books for Starting Out
Saving Without Social Security
Market Talk
Pension in Retirement
What are RSUs?
Investment Considerations for End of Year
Helping Family With Money
HSA or 401(k) or IRA - Where to Invest?
3 Financial Tips for the End of the Year
Custodial Accounts for Unborn Child
"Girl Math"
How does the Election Impact Your Finances?
Master Limited Partnerships Taxation
DIY Money Jr - Business Income
When Do You Need an Advisor?
Building an Estate Plan
DIY Money Jr - Set It and Forget It
How to Set Goals - The 5 F's
Selling Your Home? Now What?
Selling Rental Property
Tips for Young Adults
Taking a Tax Loss in a Retirement Account
Which Healthcare Plan Should you Have?
How Interest Rate Changes Impact You
Should I Borrow from my 401(k)?
Beneficiary Designations
When to hire a CPA?
DIY Money Jr - Getting Involved in Finance
Saving for Mid-Term Goals
Estate Planning
Planning for an Inheritance
Purchasing a Car
AI and Nvidia
DIY Money Jr - How Much to Save for College?
National Debt & Money Supply
Building Discipline Early
Real Estate Investing: The Money is Made on the Buy
How Many Accounts Do We Need?
Money in Marriage
Managing Hefty Student Loans
Combining Retirement Accounts
Preparing for a Recession
DIY Money Jr - Buying Partial Shares
What Account Should You Use?
DIY Money Steps
Making up for Lost Time in Investing
How Much Do I Need for Retirement?
Why is Paying off Debt Important?
Creating Your First Budget
Switching to Roth
What to Expect in an Election Year
Saving for Larger Goals
Planning for a Pension
Rebalancing 101
Roth IRA Basics
The Housing Market
DIY Money Jr: What to Invest In?
Does Non-Interest Bearing Debt Matter?
DIY Money Jr - How to Start Saving for Retirement
Being on the Deed v. on the Will
Fast Cash - Hard Cash or in the Bank?
Debit Card or Credit Card
Student Loan Repayment
Withdrawing Funds from Life Insurance
DIY Money Jr - Risk v. Gambling
Important Roth IRA Rules
Paying Off Your Mortgage
DIY JR: When Should I Get a Credit Card?
Should I Have Cash in My Retirement Account?
Custodial Accounts & Kiddie Tax
DIY Money Jr - Starting a Business and Giving Back
What is a Donor-Advised Fund?
How Long Will I Live? What Should I Plan For?
DIY Money Jr - In the Bank? Or in the Markets?
Where to Contribute Extra Funds?
How Much in an Emergency Fund?
DIY Money Jr - Individual Stocks vs. Index Funds
How Much Do Your Investments Cost?
National Debt Crisis
Traditional or Roth 401(k)
Big Raise? Now What?
Disability Insurance
Simplifying Your Portfolio
Leveraged ETFs & Volatility
DIY Money Jr - Custodial Roth IRA
Should I Invest in I Bonds?
Margin Loans
Appropriate Percentages for Budgeting
Putting Your Home in a Trust
Debt Sent to Collections
Ethical Investing
DIY Interview - Drew Sutton - Teaching Kids About Investing
Student Loans
Bitcoin ETFs
DIY Money JR - When to Invest
Money Hack: The HSA
Life Insurance for Kids
How to Invest for Short Term Goals
When to Take Social Security
Credit Card "Hack" - Adding Kids to Parent's Credit Card
Buy When the Market is Down
Fees on Your Investments
Retirement Strategies with Large Age Gap
Budgeting with Multiple Accounts
Changing Investment Strategy
Bringing on a Tax Advisor?
How to Evaluate Individual Stocks
When Do You Need a Trust?
Filing Jointly Versus Separately
DIY Money Jr - Should I Own Gold?
Pulling Funds from Your 401K
How to Network - Question from Will Levis, NFL Quarterback of the Tennessee Titans
Using Credit Cards - Sponsored by Wallet Hub
Accounts for Kids: UTMA v. UGMA
How to Charitably Give Stock
Where to Hold Your Emergency Fund
Basics of a Roth IRA
How to Invest in Different Accounts
How to Track Expenses
HSA v. Paying off Mortgage
Backdoor Roth IRA
DIY Money Jr - How to Make Money as a Kid
Keep Funds in a Business or Take Money Out?
Balancing Joy and Savings
DIY Money Jr - Investing in a Roth IRA without Earned Income
Relationships and Budgeting
Saving for Retirement & Taxes when Self-Employed
Finance Must-Knows
How to Value Real Estate
What to Do With an Inheritance
DIY Money Jr - How do Banks Make Money?
Hiring a Financial Advisor
How to Treat Debt Forgiveness
Changing Beneficiaries for 529s
Business Bank Account
Budgeting for Flexible Income
Back to the Basics: Wealth Creation
Back to the Basics: Debt Hierarchy
Back to the Basics: Magic is in the Margin
Back to the Basics: Fast Cash & Managing Emergency Fund
Back to the Basics: Budgeting 101
DIY Money Jr. - Taxable Investment Accounts v. Retirement Accounts
Managing Short-Term and Long-Term Goals
How Best to Buy a Car?
Evaluating Alternative Investments
Rebalancing Accounts Over Your Lifetime
Taking Out Debt to Fund Retirement?
Should I Have Multiple 401Ks?
Contribute to Roth or Traditional 401K?
Marrying Into Debt
Living on One Income
Combining Your Finances
Long Term Care Insurance
Retirement Savings: Where to Put Money
DIY Interview - Jacob Thomson - Professional Marathon Runner and Coach
Providing Funds for Special Needs Children
Alternative Investment Ideas
DIY Interview - Ian McMillan - What Is A Stock
Hiring Your Child
Deferment on Loans
DIY Interview - Ed Berry - NFL Super Agent - Aaron Rodgers, Randall Cobb, Will Levis, Saquon Barkley
What Account Should I Use to Save?
Taking Advantage of a Good Situation
Giving the Gift of Investments
DIY Money Jr - How Does My Money Help Me Get More Money
Different Class of Stock
Net Worth Averages
Multiple Monthly Mortgage Payments
How Much Should I Put in Each Account?
What Are Treasury Bonds and How to Use Them?
DIY Money JR - First Time Investing
Determining a Companies Financial Health
Are Managed Funds Worth the Fees?
Can an HSA Also Be an Emergency Fund?
Managing Credit Cards and Building Credit
Where to Put Margin?
DIY Money JR - Why Should You Start Saving Early?
Money Market for Your Emergency Fund?
Changing Allocation as You Approach Retirement
Real Estate Syndicate
Excess Contributions and Tax Strategies
Roth Or Brokerage Account
Benefits of Traditional and Roth IRAs
Self-Employment Tax and Retirement Strategies
Taxes and Marriage
Different Types of Bonds
Buying an Active Fund in Your Retirement Account
Fix Your Car or Get a New One?
Over or Under Funding a 529 Plan
Should I Sell a Stock that Has a Loss?
Keeping Your Old Home and Renting
DIY Interview - Lauren Jacobs ”Cheerful Baker”
DIY MONEY JR - How Do Savings Grow?
Common Versus Preferred Shares
401K Versus IRA
Financial Marriage Advice
Whole Life Insurance
Planning and Saving With a Disability
HSA Savings and DIY Money Steps
Wise Home Remodels
Adjusting Retirement Savings for Near Term Goals
Budgeting for Goals
Dividend Stocks and Reinvestment
Planning for Death
Company Stock Incentive Plans
Actively Trading Your Roth IRA
Tax Planning in a No Income Tax State
Municipal Bonds versus US Government Bonds
Should I Buy Solar Panels?
Changing Investments Due to Expense Ratio
Employee Stock Purchase Plans
How to Get Past the Fear of Investing?
529 Penalties and Taxes
Lump Sum Pension or Annuity Payout?
What Should I Deduct on My Taxes?
What Is a Wash Sale and How to Avoid It?
Look Out, Student Loans are Back
Different Types of Custodial Account
Setting Up a Retirement Plan at Work
Should I Buy an Annuity?
Should I Have Dividends?
Don’t Break the Bank on a Wedding
Payment Strategy for Student Loans
Retirement Rules of Thumb
DIY Money Jr- Should I Save Or Invest?
Lump Sum or DCA Inheritance
How to Locate Retirement Savings
Simple IRAs and 401Ks for a Small Business
Withholding Taxes on Distributions
Retirement Account Allocation
Dollar Cost Averaging Into Individual Stocks
How Does My Pension Change My Plan?
Custodial and Investment Accounts for Kids
Budgeting Tips and Tricks
Should I Use a 529 Now?
DIY MONEY JR- Starting an Online Business
Buying a Home? How Much Should You Put Down?
Take More Risk With a Pension?
Increasing 401K Savings to Save on Taxes
Using an HSA for Retirement
We Want You At Joule!
Savings Bucket for a Baby
Should I Pay Off My Mortgage? Or Invest?
What to Do When You Make Over the Roth IRA Limits?
What Happens To My Loan If My Bank Fails?
Inheritance, EE Bonds, and Taxes
More Margin, Now What?
How to Find a Good Tax Accountant?
Buying a Manufactured Home
1% Match on Your Roth IRA
Maxing Out Your Retirement
Are My Percent Contributions to Roth or Traditional 401K the Same?
Saving for Retirement With a Pension
Saving for a Special Needs Child
How Much Should My Mortgage Payment Be?
Series EE Savings Bonds
DIY Money Jr - Invest in Stocks or Somewhere Else?
Multiple or One Savings Account?
ESG Funds
5 Years From Retirement, What Do I Do?
Getting a Tax Refund
Quarterly Tax Payments
Starting a Roth Early
Impact Investing
Taking on Debt for Rental Real Estate
Helping Your Parents Retire
Should I Pay off My Mortgage with Retirement Funds?
”Buy When the Market is Low” -- With What??
Resources that Teach Your Kids Investing
Adding a Spouse to Your Mortgage and Home
Selling Investments to Buy a House
More Savings or More Fun?
Purchasing a Business
Roth vs. 401K Debate
529, Custodial Accounts, and Joint Accounts
What to Do With Home Sale Proceeds
What to Prioritize in 2023
DIY Money Jr - How to Make Money Online
DIY Money Jr - What to Do With a Full Piggy Bank
Paying Rent While Looking for a House
Starting a Business Without Massive Debt
Differences Between Cash Equivalents
Should I Have Bonds in My Brokerage Account?
Pay off My Mortgage or Invest?
Paying off Student Loan Debt
What Should My Net Worth Be?
Investing for Kids and New 529 Rules
Variable Annuities
How to Choose an S&P500 Fund
SPECIAL EPISODE - The Traveling Gamblers
DIY Money Jr - What Companies Should I Buy?
BACK TO THE BASICS - Investing
BACK TO THE BASICS - Margin
BACK TO THE BASICS - Budgeting
Extra Payment to Your Mortgage?
Rent or Sell Your Starter Home?
Broker CDs
How to Bring in Clients to My Small Business
Financially Planning for Children
Over Contributing to Tax Efficient Accounts
Buying a Car for a Gap Period
Using a Roth IRA for Emergencies
Should I Do a Backdoor Roth Conversion?
Taxes on Non-Retirement Accounts
Funding a Home Remodel
Managing My Debt in a High Rate Environment
Thoughts on Different Types of Insurance
Starting in the Financial Business
Insurance Investments
Planning for Retirement Medical Expenses
Saving When Self Employed
Investing in Family Real Estate
Saving for Near Term Goals
When Fiscal Responsibility Gets Boring
Managing Your Checking Account Balance
Contributing to 401Ks, IRAs, and Roths
Leasing vs. Owning Your Car
Renting vs. Buying Your Home?
What Certifications Should I Get?
Student Loan Forgiveness
Investing with Currency Risk
DIY Money Jr - How to Save for College
When to Accept Money from Family Members
Starting a Healthy Financial Marriage
Backdoor Roth Conversion Strategy
Investing for Retirement Without a 401K
How Do I Invest My Assets?
Are Your Advisors Fees Worth It?
Thoughts on Target Date Funds?
Investing in 401ks or Other Retirement Accounts
What Does a Recession Look Like?
One Time Investment vs. Dollar Cost Averaging?
Saving Future Contributions
DIY Money Jr - What to do with Money from Your First Job
Money in Your Marriage
Owner or Employee which is better?
How Do I Stop Being Cheap?
Investing in Real Estate Versus Stocks
Tracking Your Investment Allocation
Unique Ways to Use Your Home Equity
Balancing Goals and Savings
How to Have Long Term Financial Conversations
How to Invest an Inherited IRA
Investing in the Current Market Environment
Margin and Options? Should You be Using Them?
Where to Put Additional Savings?
Best Ways to Increase Your Credit Score
How to Utilize I Bonds
Paying Off a Mortgage vs Investing
When to Encourage Meeting With an Advisor
Planning for Early Retirement
What To Do After a Financial Misstep
What Does my Tax Deduction Look Like?
Should I Have an Active Advisor?
When to Make a Change in Your Financial Plan
Using Leveraged ETFs
When and Why to Rebalance Investments
Social Security Survivor Benefits
What To Do With an ESOP
How to Manage Through Inflation
How to Prepare for Buying a House
Using Student Loan to Maintain Cash Reserves
Roth 401K vs Roth IRA
MBA Degree versus CFA
Taking Goals to Next Level
HSA vs Roth IRA
Getting Into Rental Business With a Friend
Using Cash to Pay Down Student Loans
When to Invest Individual Retirement Account?
Average Return vs Realized Return
401K vs 403B
How to Plan for a Stay at Home Spouse
Alternative Investments
Where to Allocate Pay Raise
Avoiding Lifestyle Creep
Savings Rules of Thumb
How to Save for Mid-Term Goals
How to Get on Track After an Emergency
Robo Advisor vs Target Date Funds
When Do Roth Conversions Make Sense?
Why HSA Insurance Plans Cost More
Converting 401K to Roth 401K
How to Invest For Your Kids
DIY Money Jr - When to Sell Your Stocks
Too Much Cash In My Allocation?
Is Debt Consolidation Worth It?
What To Do With a Previous Retirement Plan
Getting Started as a CPA and CFP
Investing When You Can’t Use an IRA
When to Quit a Stressful Job
How to Prioritize Saving vs Debt Payoff Goals
Pay Off Student Loans Now or Gradually
Using Home Equity for Rental Real Estate
Traditional IRA vs Roth IRA
Options for Leaving the Pension System
Pay Down Student Loans or Invest Early
Holiday Saving
Deciding Between 401K and ESPP
Ethereum and NFTs
Investing Excess Savings
When Do You Move States for a Job?
How to Give Stock as a Holiday Gift
What are Restricted Stock Units (RSU)?
Recommended Money Resources
How to Motivate Others Toward Their Goals
How to Diversify Investments
Aggressively Paying Down Student Loan
Is Student Loan Debt Worth It?
Blended Family Finances
Saving Money and Using Rewards for Travel
Using a HELOC to Purchase a Property
Should You Rent or Sell Your Starter Home?
Where to Get Started on The DIY Journey
The Differences Between ETFs
Paying Off Student Loans Early
What‘s a SEP IRA?
Should I Save Some Money From Gifts?
How To Use an Employer Stock Plan?
What To Do With Funds From Selling House?
Is Gold a Good Protection Against Inflation?
How to Invest in Non-Retirement Accounts
Taxes on Selling Investments
How to Allocate a Bonus
What Is Tax Loss Harvesting?
HSA vs Roth IRA
How to Save For Near-Term Education Goals
How to Teach Others About Budgeting
Is The American Dream Possible Without Debt?
Investing Your Emergency Fund
Cashout Refinance to Pay Down Debt
Developing Your Own Unique Investing Strategy
DIY Money Junior - Getting Started in Investing
Where to Invest Extra Cashflow
Banks vs Credit Unions
How Political Events Affect Investing Markets
Investing in Cryptocurrency
Should I Pay Off My Mortgage or Student Loans First?
Allocating Excess Cash
Special Episode Will Levis
How to Keep Track of Financial Life
Pausing Stock Investing to Buy Real Estate
Buying a House Before Paying Off Student Loans
Passive and Affiliate Income
When to Buy a House in Cash
Overcontributing to an IRA
Which IRAs to Convert to Roth First
When to Diversify Employer Stock
Mortgage Interest and Timing a House Purchase
When to Use an Advisor
House Hacking
Tax Considerations for Contractors
Pay Off High Interest Debt or Invest for Employer Match
Options for Unvested 401k
Protecting Wealth From Dollar Drama
Life Working in Finance
Investing an HSA
Special Episode: Real Estate Market Today with Kelly Karls
Finding Money to Start a Business
Dollar-Cost Average vs. Lump Sum Investing
Planning for Parents
How to Research Stock Investing
Is Working Night Shifts Worth It
What To Do With Extra Money After Refinance
Trading in a Financed Car
How to Financially Manage a Small Business
Are Online Banks Safe to Use?
Should You Pay Yourself First?
Deciding on Investments in Your 401K
Pay-off More Debt or Save for Next Auto
Income Tax on Selling Personal Items
Investing for Kids and Relatives
Investing in Leveraged ETFs
Why Bond Fund Prices Go Down
Bitcoin as an Investment
Psychology Behind Charitable Giving
Short to Mid-Term Saving Allocation
Allocation Based on Account Type
Assessing Second Job
Becoming a CFP
Is It Ok To Use a HELOC?
Will I Have Enough to Retire?
When to Pay Off Debt vs Making Retirement Contributions
Investing vs Pay-Off Debt
Avoiding Lifestyle Bloat
When to Pay-Off Debt With Cash on Hand
Staying Motivated to Pay Off Debt
Buying Employer Stock
What Do You Invest In? What About Capital Gains?
Renters Insurance
Roth Conversion Rules
GameStop Stock Frenzy Explained
Roth IRA 5-Year Rule
How to Get Started as a Writer
Contribute to Accounts Outside 401K
Roth IRA Tax Benefits Explanation
Cleaning up Porfolio of Random Investments
Balancing Different Savings Goals
How to Set-Up a Side Hustle
Working With Parents Advisors
First Time Home Buying
Tax Implications of Side Hustles
Investing in a New Business Opportunity
Downsizing Homes
Budgeting Surplus
Should You Save Money or Pay Off Debt?
Saving for Unexpected Family Planning Expenses
Mutual Fund Fees vs Performance
Roth IRA Saving
Annuity and Retirement
Planning Around a Pension
How to Avoid Lifestyle Creep
How Young Adults Can Set Themselves Up For Success
401K Rollovers with Roth and Traditional Funds
Cash Value Life Insurance
How Do You Save for a Wedding and a House?
4% Withdrawl Rule
What to Expect From a Financial Planner
How to Legitimize a Business
How to Save for Short-Term Goals
Dollar-Cost Averaging Vs. Lump-Sum Investing
Index Funds vs Total Market
Financial Planning for Relatives With Special Needs
Maxing Out a 401K and Early Retirement
Should You Pay Off or Close Your Credit Cards Before Applying For a Mortgage?
Refinancing Your Mortgage
Side Hustle Spotlight
Money in Marriage
Credit Card vs. Cash
What to Consider When Purchasing a New Car
How to Make the Most of Extra Income
Life Insurance for Children
Diversifying Your Portfolio for a Weak Dollar
Caring Financially for Parents
How Much to Spend on Housing
Selling and Re-Entering the Stock Market
Tax-Advantaged Ways to Pay Student Loans
How to Repair and Build Credit
When to Accrue for Expenses
Robo Advisors vs Self Investing
Should You Leave Your Job to Attend School?
How to Pay Yourself as a Business Owner
Where to Hold Cash for Future Home Purchase
What Has The Pandemic Changed For You?
How to Calculate Withholding for Your Paycheck
Avenues to Create More Margin
Using Debt to Bridge Gap with Starting a Business
How to Choose Where to Invest Next
Robo Advisors vs Index Funds
Betting on Student Loan Forgiveness
Is Now a Good Time to Invest?
What is Thematic Investing?
Using a Roth IRA for Home Buying
Investing for Wealth Development
Where to Begin Your Financial Journey
What to Start Investing In
How Many Investments to Own?
Liquidity and Debt Payoff
Using a Health Savings Account (HSA)
Financial Safety Nets
Multiple Streams of Income
How to Pay Taxes on Gifts
IRA vs. Roth IRA
Managing Finances in a Second Marriage
How to Handle Auto Loans
Managing Sporadic Income
Staying on Course
How to Diversify on a Budget
Ways to Save for College
Employee Stock Options
Mutual Funds vs ETFs
Taking CARE of Student Loans
Building Wealth
Should You Defer Your Debt?
Salary vs. Experience
Using Your Stimulus Check
Adjusting Your Budget in a Crisis
How To Save For College
Home Renovation
Retiring Outside of America
Special - Covid19
Early Career Investing
Marriage, Taxes, and Retirement
Playing the Credit Card Game
Is it a Good Idea to Consolidate Debt?
Backdoor Roth IRA
Choosing a Financial Planner
Moving to a New State
Separating Business and Personal Finances
Tackling Real Estate
Is Whole Life Insurance Worth It?
Using Private Savings Accounts
Balancing Student Loans and Retirement
Prioritizing Credit Card Debt
Paying Unpredictable Medical Expenses
Money in Marriage
Boomerang Children and Finances
All About Financial Advisors
Home Renting or Buying?
Secured vs. Unsecured Loans
Saving for Your Parents
How to Allocate Your Budget
Having Multiple Savings Accounts
Should You Put No Money Down?
Investing Before Paying Down Debt
Retirement Funds
Prioritizing Saving Versus Loans
Commissions and Budgets
Psychology and Providing for Your Kids
Building Wealth While Self-Employed
Grocery Budgeting
Renting vs. Purchasing
Financially Preparing For Death
Internationally Diversifying Your Portfolio
How to Compare Work Benefits
Teaching Your Kids the Basics of Money
Avenues to Building Wealth
Tracking Credit Card Expenses
Paying Off Loans
How to Maximize Multiple Savings Accounts
Maximizing Your Margins
Saving for a Rainy Day
How to Handle Student Loans
How to Create Passive Income
Day Trading and an Eventual Recession
5 Steps to Improving Your Personal Finances Pt. 2
5 Steps to Improving Your Personal Finances
Mobile Investing Apps Guide
Playing the Housing Market
How to Handle a Potential Recession
Home Mortgage and Investing
Ways to Give Without Breaking Your Budget
How to Handle an Emergency Fund
Paying Down Debt
Giving to Charity
Tax Havens and Retirement Savings
How to Maintain Separate Finances
Knowing When to Save or Invest
Vacationing on a Budget
Own It! Being Cheap
How to Handle Debt
How to Develop a Budget
Mortgages and Relationships
Having Fun Frugally
The Nuances of Investment Accounts
How Much Insurance Should You Have?
Budgeting Life's Expenses
Is Debt Ever "Good"?
Valuing a Business
How to Start Investing
Disciplined Budgeting - It Never Ends
Don’t be Dumb with Large Purchases
Financial Goals for Each Decade of Your Life
$25.00 for your question!!
Real Estate Purchase for Small Business Owners
Side Hustle - Part 2 Interview with Amazon Legend Matt Carlett
Side Hustle - Part 1 Interview with Amazon Legend Matt Carlett
Credit Cards Rewards are Enticing Can you Handle it?
Saving for Children with Special Needs
Dave Ramsey's Debt Snowball - Yea or Nay
Mistakes - Making Lemonade Out of the Lemons
Own It! Relationship and Money
Money Mistakes
Like a Roth to a Flame
Cut or Create - You Must Make Margin
401k BootCamp
Piggy Bank of Benjamins
Screw the Joneses
Why Even Have a Budget
Top 5 Budgeting Mistakes
From Monitoring to Managing - How to go from tracking your expenses to actually developing a budget.
Marriage & Money
DIY Money - What's an Index Fund
Welcome to DIY Money!