Best CFP® a passionate look at everything from budgeting Podcasts (2024)

1
DIY Money JR - When to Invest 17:02

1h ago17:02

17:02

Allie and Logan answer this junior question about when to get started investing.By 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!

1
Money Hack: The HSA 14:19

1d ago14:19

14:19

Daniel and Allie dive deep into how a health savings account works and why it is one of the best money hacks out there.By 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!

1
Life Insurance for Kids 20:34

3d ago20:34

20:34

Should you have life insurance for your kids? If so what kind? Daniel and Logan discuss.By 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!

1
How to Invest for Short Term Goals 14:28

7d ago14:28

14:28

Logan and Allie talk about investing large sums of money for short term goals.By 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!

1
When to Take Social Security 18:21

8d ago18:21

18:21

Quint and Logan break down the math of taking social security early versus waiting till later in retirement.By 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!

1
Credit Card "Hack" - Adding Kids to Parent's Credit Card 14:34

10d ago14:34

14:34

Allie and Daniel talk about this credit card "hack" for helping your kids build credit.By 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!

1
Buy When the Market is Down 17:19

14d ago17:19

17:19

Quint and Allie answer a question about buying stocks on days the market is down.By 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!

1
Fees on Your Investments 14:32

16d ago14:32

14:32

Quint and Daniel talk about one of the most important things to watch out for when investing.By 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!

1
Retirement Strategies with Large Age Gap 17:18

17d ago17:18

17:18

What can an age difference mean for your financial planning? Allie and Daniel weigh in.By 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!

1
Budgeting with Multiple Accounts 17:33

21d ago17:33

17:33

Quint and Logan explain tracking your budget with multiple accounts like savings, checking, and credit cards.By 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!

1
Changing Investment Strategy 15:37

23d ago15:37

15:37

Quint and Daniel talk through changing investment strategies from individual stocks to index funds and ETFs.By 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!

1
Bringing on a Tax Advisor? 18:58

24d ago18:58

18:58

Logan and Allie talk through how to build a team of advisors around you and when you need to do so.By 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!

1
How to Evaluate Individual Stocks 24:47

28d ago24:47

24:47

Quint and Logan discuss how to evaluate individual stocks and their earnings reports.By 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!

1
When Do You Need a Trust? 18:56

30d ago18:56

18:56

Daniel and Quint talk about estate planning and when it is important to get a trust in place.By 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!

1
Filing Jointly Versus Separately 14:14

1M ago14:14

14:14

Quint and Allie talk through filing taxes jointly versus separately and why you would do either.By 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!

1
DIY Money Jr - Should I Own Gold? 17:23

1M ago17:23

17:23

Quint and Daniel answer this great question from a young listener about owning/buying gold.By 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!

1
Pulling Funds from Your 401K 17:05

1M ago17:05

17:05

Logan and Allie dive into the tax consequence of pulling money out of your 401K. They also touch on strategies for tax management when living outside of the US.By 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!

1
How to Network - Question from Will Levis, NFL Quarterback of the Tennessee Titans 17:15

1M ago17:15

17:15

Quint and Logan answer a great question about networking from NFL quarterback of the Tennessee Titans, Will Levis.By 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!

1
Using Credit Cards - Sponsored by Wallet Hub 16:51

1M ago16:51

16:51

Quint and Daniel talk through how they use credit cards, the pitfalls of credit, and what to look for when searching for a credit card.By 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!

1
Accounts for Kids: UTMA v. UGMA 23:08

1M ago23:08

23:08

Quint and Logan talk about various investment accounts for kids, what the different acronyms mean, and the best one to save for your child.By 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!

1
How to Charitably Give Stock 22:37

2M ago22:37

22:37

Quint and Logan talk through tax advantages and strategies for giving stock to charity.By 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!

1
Where to Hold Your Emergency Fund 17:15

2M ago17:15

17:15

Daniel and Allie talk through where to hold your emergency fund.By 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!

1
Basics of a Roth IRA 13:34

2M ago13:34

13:34

Logan and Allie talk through the basics of opening, saving, and investing in a Roth IRA.By 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!

1
How to Invest in Different Accounts 16:37

2M ago16:37

16:37

Daniel and Logan talk about the differences between ETFs, Mutual Funds, and how to invest in different accounts.By 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!

1
How to Track Expenses 15:49

2M ago15:49

15:49

Logan and Allie talk about apps and resources to help you track your expenses.By 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!

1
HSA v. Paying off Mortgage 18:00

2M ago18:00

18:00

Quint and Logan talk about funding an HSA versus funding other goals like paying off your house.By 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!

1
Backdoor Roth IRA 20:10

2M ago20:10

20:10

Allie and Daniel talk through a backdoor Roth IRA contribution, when you should use this strategy, and how to do it.By 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!

1
DIY Money Jr - How to Make Money as a Kid 15:45

2M ago15:45

15:45

Quint and Logan answer this question and tell stories about how to make money when you are young.By 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!

1
Keep Funds in a Business or Take Money Out? 21:07

2M ago21:07

21:07

Quint and Allie talk about reinvesting funds into your business or taking that money out for your benefit.By 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!

1
Balancing Joy and Savings 15:56

2M ago15:56

15:56

Daniel and Quint talk through the balancing act of spending now versus saving for later.By 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!

1
DIY Money Jr - Investing in a Roth IRA without Earned Income 17:02

2M ago17:02

17:02

Allie and Quint talk about contributions to a Roth IRA when you are young and just starting to make money.By 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!

1
Relationships and Budgeting 19:08

2M ago19:08

19:08

Daniel and Logan talk about how to navigate spending and budgeting in a relationship.By 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!

1
Saving for Retirement & Taxes when Self-Employed 20:20

2M ago20:20

20:20

Quint and Allie talk through the best ways to save on taxes and for retirement when you are self-employed or have a small business.By 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!

1
Finance Must-Knows 16:52

3M ago16:52

16:52

Quint and Logan talk about the most important things to teach young people about personal finance.By 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!

1
How to Value Real Estate 18:09

3M ago18:09

18:09

We talk about how to value stocks often, but in this episode Daniel and Quint break down how to value Real Estate.By 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!

1
What to Do With an Inheritance 14:25

3M ago14:25

14:25

Logan and Daniel talk through where money should go if you receive an inheritance.By 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!

1
DIY Money Jr - How do Banks Make Money? 15:27

3M ago15:27

15:27

Logan and Allie tackle a great questioner from a young listener about how banks work.By 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!

1
Hiring a Financial Advisor 21:25

3M ago21:25

21:25

Quint and Logan talk about hiring a financial advisor and what that process actually looks like.By 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!

1
How to Treat Debt Forgiveness 16:50

3M ago16:50

16:50

Daniel and Quint talk about loans that could potentially be forgiven and how that changes a financial plan.By 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!

1
Changing Beneficiaries for 529s 16:17

3M ago16:17

16:17

Quint and Logan dive into 529 plans and different strategies for these accounts.By 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!

1
Business Bank Account 14:33

3M ago14:33

14:33

Logan and Allie talk through opening a business bank account and what you should look out for.By 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!

1
Budgeting for Flexible Income 16:54

3M ago16:54

16:54

Quint and Daniel talk through budgeting when you do not have a steady income.By 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!

1
Back to the Basics: Wealth Creation 23:14

3M ago23:14

23:14

Daniel and Logan break down the final step in the DIY Money process of how to build wealth.By 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!

1
Back to the Basics: Debt Hierarchy 23:26

3M ago23:26

23:26

Allie and Logan explain the next step in the DIY process of how to pay off debt.By 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!

1
Back to the Basics: Magic is in the Margin 13:54

3M ago13:54

13:54

Quint and Logan talk about margin, what it is, and how to get more of it.By 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!

1
Back to the Basics: Fast Cash & Managing Emergency Fund 15:26

3M ago15:26

15:26

Quint and Daniel talk about the next steps in the DIY process.By 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!

1
Back to the Basics: Budgeting 101 24:24

4M ago24:24

24:24

Allie and Quint bring it back to the foundation of DIY Money. How to start a budget.By 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!

1
DIY Money Jr. - Taxable Investment Accounts v. Retirement Accounts 19:02

4M ago19:02

19:02

Allie and Quint discuss goals and making sure you are putting money in the correct accounts.By 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!

1
Managing Short-Term and Long-Term Goals 16:25

4M ago16:25

16:25

Allie and Quint talk about balancing short-term and long-term goals.By 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!

1
How Best to Buy a Car? 15:36

4M ago15:36

15:36

Buying a car can be a necessary evil sometimes, Quint and Logan break down the best ways to purchase one.By 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!

Podcasts Worth a Listen

CFP® A Passionate Look At Everything From Budgeting Podcasts

Podcasts Worth a Listen

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