On this episode of DIY Money, Quint introduces the newest member of the DIY and Joule team Allie Howard CPA MBA. Listen to them talk about 529 plans and the new strategies available for them.
Jan 2025
2163: Financing & Tax Strategies
<p>On today's episode, Mark sits down with Jim Brady, Senior Director of Henry Schein Financial Services, to explore how dental professionals can leverage financial tools to optimize their practices. Jim shares his 18 years of industry expertise, covering everything from equipmen ... Show More
46m 21s
Aug 2024
2833: 5 Investment Strategies To Help You Save For Retirement by Sabado Domingo of Len Penzo.com
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.
Episode 2833:
Preparing for retirement is crucial at any stage of your career. Sabado Domingo shares practical investment strategie ... Show More
10m 30s
Mar 2025
Is my super performing? How much do I need to retire? Your superannuation questions answered
Superannuation, we all (should!) have it, but are you making the most of it? However you're thinking about super- optimizing for retirement, considering a self-managed super fund (SMSF), or wondering about concessional contributions- this episode breaks it down. We fire through 6 ... Show More
16m 30s
Jan 2025
Ask HTM - Sahm Rule Recession Indicator, New App Gives Kids IRAs, & Paying for Big One-Time Expenses #931
Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guid ... Show More
51m 31s
Aug 2025
How Complicated Should Investing Be? (Bestie Ep) #1017
Have you ever renovated a home? If so, then you remember all of the decisions that you had to make that initially were a lot of fun. Paint colors, light fixtures, tile, even the kind of toilet you wanted… but eventually it gets old and you just want it done. If you can’t relate, ... Show More
48m 18s
Jan 2025
Ask HTM - Supercharging Retirement as a Freelancer, HSA for Medical vs Retirement, & “Investing” in Your Primary Residence #934
Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guid ... Show More
52m 22s