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

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!, Bleav

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Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has ...
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show series
 
Quint and Allie talk about setting goals and understanding the destination of your financial plan.By 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!
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Allie and Logan talk about waiting to “save later” or “payoff debt later” and instead how to starting doing something now.By 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!
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One of the most common money pits we see, Quint and Logan talk about avoiding keeping up with the Joneses.By 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!
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Quint and Allie kick off a new miniseries on some of the common financial mistakes we see people make. They break down one of the biggest: lifestyle creep and how to avoid it.By 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!
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Allie and Quint break down married filing separately on your taxes and when it can be a good idea.By 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!
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Allie and Quint talk about where a 457(b) or any retirement plan should fall in your financial planning hierarchy.By 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!
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Quint and Logan talk about rebalancing your portfolio and when to make changes to your kids’ accounts.By 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!
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Quint and Logan talk about operating your family finances like a business and the importance of being on the same page with your spouse.By 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!
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Quint and Logan explain the major spending/debt issues they are seeing on a daily basis and encourage people to change their habits.By 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!
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Allie and Quint discuss whether it is better to have a pension plan or a retirement investing plan.By 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!
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Quint and Logan talk about the HSA and a way for your children to begin contributing to an HSA while on your health care plan.By 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!
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Quint and Allie talk through whether to utilize an employer plan (like a 403(b)) or an Individual Retirement Account (IRA).By investing, savings, Jill On Money, Quint Tatro & Daniel Czulno, debt. For those that enjoy Dave Ramsey, stocks, bonds, BiggerPockets it’s worth a listen!, Smart Money, CFP® a passionate look at everything money from budgeting
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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.By bonds, Jill On Money, Smart Money, savings, investing, BiggerPockets it’s worth a listen!, stocks, Quint Tatro & Daniel Czulno, debt. For those that enjoy Dave Ramsey, CFP® a passionate look at everything money from budgeting
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Quint and Logan talk through the ways to build wealth after you have completed the basic DIY Money steps.By BiggerPockets it’s worth a listen!, stocks, CFP® a passionate look at everything money from budgeting, investing, debt. For those that enjoy Dave Ramsey, bonds, Smart Money, Jill On Money, Quint Tatro & Daniel Czulno, savings
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Quint and Logan talk about where to apply your extra margin starting with fast cash and an emergency fund.By CFP® a passionate look at everything money from budgeting, Jill On Money, BiggerPockets it’s worth a listen!, stocks, Smart Money, debt. For those that enjoy Dave Ramsey, bonds, savings, Quint Tatro & Daniel Czulno, investing
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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.By investing, Jill On Money, savings, debt. For those that enjoy Dave Ramsey, Smart Money, CFP® a passionate look at everything money from budgeting, bonds, Quint Tatro & Daniel Czulno, stocks, BiggerPockets it’s worth a listen!
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