YOUTUBE VIDEO: Are You Measuring Investment Performance Correctly
Watching your 401k balance rise feels good, but that number alone does not tell the full story if you are consistently contributing new money. To truly understand performance, you need…
YOUTUBE VIDEO: How To Optimize Spending Without Feeling Restricted
Budgeting helps you turn your income into a clear plan by understanding what you make, what you spend, and how much you can consistently invest each year. It’s not about…
YOUTUBE VIDEO: Simplifying Asset Tracking with Modern Technology
Hi, I’m Joe DiSanto. I spent 20 years in Los Angeles building entertainment businesses, managing artists’ careers, working on the world’s biggest brands, and investing millions of dollars in real…
YOUTUBE VIDEO: Mastering Your Monthly Financial Tally
Hi, I’m Joe DiSanto. I spent 20 years in Los Angeles building entertainment businesses, managing artists’ careers, working on the world’s biggest brands, and investing millions of dollars in real…
YOUTUBE VIDEO: Building Your Roadmap to Financial Freedom
Hi, I’m Joe DiSanto. I spent 20 years in Los Angeles building entertainment businesses, managing artists’ careers, working on the world’s biggest brands, and investing millions of dollars in real…
YOUTUBE VIDEO: Quicken Classic Windows: Tax-related Categories Explained
Ever wonder what those tax categories in Quicken actually do? 🤔 In this video, I break down what tax line items are for, how they connect to Schedule C, A,…
YOUTUBE VIDEO: STOP Making These Quicken Reconciliation Mistakes! Fix It NOW
STOP Making These Quicken Reconciliation Mistakes! Fix It NOW Reconciling in Quicken is how you make sure your register matches what actually happened at the bank, using your statement as…
YOUTUBE VIDEO: What is IRS Form 1099 NEC? How to File 1099 NEC in 2026 using Tax1099? Simple, Easy & Fast Guide.
Sign up for Tax1099.com with my link https://joedisanto.com/tax1099 and use code DISANTO15 get 15% off. 🎁 ** This is an affiliate link, so I will get a commission if you…
YOUTUBE VIDEO: Gusto Portal Walkthrough: Step-by-Step Guide for Employers
In this video, I walk you through the GUSTO portal, which you can access after you sign up. If you need help signing up, please check out this video. https://www.youtube.com/watch?v=z0kEqMB6WSI
YOUTUBE VIDEO: Quicken Classic Windows: Transaction Filtering in the Register
Quicken Classic Windows: Transaction Filtering in the Register Uncover how to take control of your financial future with my in-depth Quicken tutorial focused on mastering filtering functions in Quicken Classic…
YOUTUBE VIDEO: How To Set Up Payroll Using Gusto – Updated for 2025/2026 (Plus get up to $200 when using my link!)
In this video, I'll walk you through setting up Gusto Payroll. Specifically, we'll focus on setting up payroll for a single-owner consulting corporation, emphasizing the S-Corp structure. However, it can…
YOUTUBE VIDEO: STOP LOSING MONEY | FIX Your Quicken Classic Windows Investing Area Settings NOW
In this video, Joe DiSanto walks you through customizing Quicken Classic Windows Investing Area to enhance your investment tracking. Learn how to aggregate accounts from different brokerage houses and create…
YOUTUBE VIDEO: MASTERING the Quicken Classic Mac Database File | Storage, Backup & Cloud Sync Guide
Welcome back to another insightful video on Quicken Classic for Mac. Today, we delve into the world of database files, unraveling why they matter and how you can easily locate…
YOUTUBE VIDEO: Quicken Classic Windows: Database Files EXPLAINED | STOP Losing Your Data!
In this video, Joe De Santo dives into the intricacies of managing Quicken Classic Windows database files across Mac and PC platforms. Discover the differences between the classic and web-based…
YOUTUBE VIDEO: Quicken Web-Based: New Products Comparison & Overview
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YOUTUBE VIDEO: Quicken Classic: This Registers Hack Will Save You Time!
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YOUTUBE VIDEO: Buying Bitcoin at the Top? Why I Still Am (and You Might Want To)
In this video, I share my thoughts on whether it's too late to invest in Bitcoin — all while mountain biking in Big Bear, CA. From institutional adoption and ETFs…
YOUTUBE VIDEO: I shipped my Car from CA to FL for $1450. Worth it?
In this video, I share my personal experience of shipping my car from California to Florida. Find out if the convenience and peace of mind of having my car shipped…
YOUTUBE VIDEO: Quicken Simplifi, Web, or Classic? What’s Best for Personal or Business Use
In this video, Joe Disanto delves into the distinctions between Quicken Classic and the new web-based Quicken product. You'll discover why the future of finance software lies in web-based solutions…
YOUTUBE VIDEO: Is Real Estate Still Worth It in 2025 vs AI Tech Stocks & Crypto?
Is Real Estate Still Worth It in 2025 vs AI Tech Stocks & Crypto? In this video, I share my honest take on whether real estate is still the best…
YOUTUBE VIDEO: The Real Difference Between QuickBooks and Quicken for Business Use
Confused about choosing the right software for your small business? Joe breaks down the key differences between QuickBooks and Quicken, highlighting the pros and cons for accounting. Gain insights into…
YOUTUBE VIDEO: Buying A New Car Is Dumb, Do This.
Joe DiSanto is on a scenic roadtrip, and in this video he shares his thoughts for a conversation he had with a client. Joe was asked about how to buy…
YOUTUBE VIDEO: Want To Be 60% Happier? Do This…
Joe shares his experience with a gratitude log, detailing why he started a gratitude journaling experiment. He discusses the benefits of gratitude and what he learned, all while on a…
YOUTUBE VIDEO: Manifesting: Scam or Secret Power? My Results.
Joe is on a roadtrip and wants to make the most of his time. He shares his thoughts on manifestation and what's possible with the practice.
YOUTUBE VIDEO: The Real Reason I Teach Personal Finance (It’s Not What You Think)
Join Joe DiSanto on a roadtrip as he shares his thoughts. He enjoys listening to indie music and reflect on his goal setting. Check out his other videos for more!
YOUTUBE VIDEO: Can You Afford to Ignore These Basic Tax Tips from a Pro?
Joe DiSanto is at a skate park by Lake Gregory, mixing skating with financial insights! Weird. He shares some tax tips while enjoying the skatepark. Check out my website for…
YOUTUBE VIDEO: Why Investing Risk Might Be Your Best Friend!
Joe DiSanto shares his insights on risk while on the road. Remember to consider your options and make smart money choices to build wealth.
YOUTUBE VIDEO: Why I Got Obsessed with Personal Finance (It Goes Back To My Childhood)
Join me as I discuss my thoughts and experiences while driving. It's a scenic drive with a little bit of vanlife mixed in, I'll keep my eyes on the road…
YOUTUBE VIDEO: Should You Invest in Real Estate, Crypto or Stocks?
Joe DiSanto shares his mountain biking adventures at Skypark in Lake Arrowhead! While enjoying the day, he decides to share some thoughts about which is better to invest in now:…
YOUTUBE VIDEO: Should You Go All In On Crypto? Sure…Why Not!
Your pal Joe D is back after a long roadtrip from New Mexico! I was listening to a Diary of a CEO podcast with Raoul Paul, and wanted to share…
YOUTUBE VIDEO: What Is Personal Finance? (Its Not What You Think)
In this video, Joe shares his thoughts on what personal finance means to him. He emphasizes the importance of financial literacy and making smart money choices in everyday life. This…
YOUTUBE VIDEO: Should You Use a HELOC for Your Down Payment?
In this video, I discuss whether using a HELOC (home equity line of credit) for a down payment on a second property is a good idea, explaining that it depends…
YOUTUBE VIDEO: Simple Ways To Handle Market Ups And Downs!
In this video, I discussed tips for first-time investors, emphasizing that if you're young, you shouldn't worry too much about market volatility and should focus on consistent investing using dollar-cost…
YOUTUBE VIDEO: Can Your Home Make You Rich in Retirement?
In this video, I explain what home equity is (the value of your home minus what you owe) and discuss several ways retirees can access this equity to fund their…
YOUTUBE VIDEO: How to start investing with $100!
In this video, I recommend starting small with investing - even $100 a month - and gradually working up to $1,000+ monthly as your income grows, focusing on your total…
Personal Finance AI Tools: What Works (And What Doesn’t) in 2025
Every week I get emails asking about AI finance agents. 'Can ChatGPT manage my portfolio?' 'Should I build an AI to categorize transactions?' Here's what I tell them: you're solving…
YOUTUBE VIDEO: I Tried Quicken’s NEW Web Based Version and Here’s What Happened
The video features the new web-based release of Quicken's new web-based "business and personal" product. I'm excited to give you a guided tour of financial management software with this new…
YOUTUBE VIDEO: Have You Ever Vacuumed Your Lawn?
In this video, I decided to vacuum my lawn with a shop vac to remove shells that my lawn crew keeps blowing all over the yard when they cut and…
YOUTUBE VIDEO: Live Forever! Watch my Documentary about Ray Kurzweil and AI!
Joe presents a documentary film that he and his company produced in 2010 — a film about Ray Kurzweil, AI, and the future of humanity. https://transcendentman.com/ https://www.youtube.com/@TranscendentMan
YOUTUBE VIDEO: How Much I Make from YouTube with 5700 subscribers?
I share how much I'm making specifically from the YouTube channel portion of my online education and financial coaching business. I also share some personal background and explain how my…
YOUTUBE VIDEO: Temperament Over Intellect in Investing
In this video, I discuss Warren Buffett's view that temperament is more important than intellect for investing success. I share my personal experience of making emotional investment decisions during market…
The Ultimate Guide to CD Ladder Strategies (And Why They Might Be a Smart Move in 2025)
The CD ladder strategy is one of my favorite ways to boost savings yield without giving up too much flexibility. Here's how to fast-track building a CD ladder that actually…
YOUTUBE VIDEO: Late Credit Card Payments Are Destroying Your Financial Future
In this video, I explain how late credit card payments severely impact your credit score, potentially dropping it by 20-30 points, and remain on your credit report for two years.…
YOUTUBE VIDEO: Can You Pay Your Mortgage with Credit Card?
In this video, I discuss whether paying your mortgage with a credit card is possible, explaining that while mortgage companies don't directly accept credit cards, there are workarounds like using…
YOUTUBE VIDEO: How To Buy Quicken Without Getting Confused!
Learn how to buy Quicken without getting confused in this easy-to-follow guide. Take the stress out of purchasing Quicken with these helpful tips!
YOUTUBE VIDEO: Are You Keeping The Correct Tax Records For The Right Amount Of Time?
In this video, I recommend keeping tax returns and supporting documents (receipts, invoices, bank statements) for at least seven years since the IRS can audit up to three years back…
Practical Guide to HELOCs: Smart Debt Elimination and Home Equity Management
Making six figures but still carrying credit card debt at 20-30% interest rates while sitting on substantial home equity? This guide is for you. I’ll walk you through exactly how…
YOUTUBE VIDEO: Effective Methods for Lowering Real Estate Taxes Legally
In my video, I share several legitimate strategies to reduce taxes on real estate income. These include using 1031 exchanges to defer taxes when selling property, leveraging depreciation (especially through…
YOUTUBE VIDEO: DSCR Loans Or Conventional Loans Which Is Better For You
In this video, I explain that the waiting period to buy a house after bankruptcy depends on the type you filed—Chapter 13 reorganization might allow you to purchase within a…
YOUTUBE VIDEO: Quicken Windows vs Mac vs Simplifi (Updated for 2025)
In this video, we compare Quicken on Windows, Mac, and Simplifi to help you decide which platform is right for you.
YOUTUBE VIDEO: How Bankruptcy Affects Your Chances Of Buying A Home
In this video, I explain that the waiting period to buy a house after bankruptcy depends on the type you filed—Chapter 13 reorganization might allow you to purchase within a…
401k Performance Secrets: Why Your Balance Is Lying to You
Two executives, same $200K salary, same $30K annual 401k contributions. After 10 years, one has $150,000 more than the other. The difference? A 15-minute quarterly calculation that 90% of high…
YOUTUBE VIDEO: Is Bitcoin A bubble or A Scam?
In this video, I explain that Bitcoin has evolved from a speculative asset to a legitimate store of value with mass adoption, comparing its cyclical price patterns to traditional markets…
YOUTUBE VIDEO: Combining Finances With Your Partner Is A BIG Decision To Make
In this video, I recommend keeping finances separate before marriage—as my wife and I did when she contributed her previous rent amount toward my mortgage while splitting bills evenly—but combining…
The Smart Way to Finance a Remodel in 2025: HELOC vs HELOAN vs the Rest
When it comes to paying for a home renovation, tapping into your home equity can be a smart move -- or a seriously expensive misstep. The key is choosing the…
Stagflation-Proof Your Money: The No-BS Guide to Financial Survival
With its combination of high inflation, weak growth, and job market jitters, stagflation screws with your money. Here's how to manage your money to fight back against stagflation, why this…
YOUTUBE VIDEO: Emergency Fund Alternatives and Options
In this video, I discuss the importance of having an emergency fund and explore various alternatives for those who may not have enough savings. I recommend aiming for three to…
YOUTUBE VIDEO: What Is A Fiscal Year For A Business
In this video, I explain what a fiscal year is and how it impacts businesses. A fiscal year is a 12-month period for reporting income and expenses for tax purposes,…
YOUTUBE VIDEO: What should you do with retirement accounts after changing jobs
Hey there! In this video, I discuss what to do with your retirement account when changing jobs. I cover immediate steps, potential problems, and the importance of setting up a…
YOUTUBE VIDEO: Why Would Retires Work With A Professional Tax Preparer
Hey there! In this video, I delve into why retirees might opt for a CPA for their taxes, focusing on tax efficiency and complexities. I discuss the cost range of…
YOUTUBE VIDEO: You saved 50K! Now What?!?!
In this video, I discuss key financial decisions when your savings reach $40,000-$60,000. I address questions on savings placement, emergency funds, tax efficiency, and debt management. I suggest high-yield savings,…
YOUTUBE VIDEO: Discover If WordPress Is Right For Your Small Business
Hi there! Join me in this video where I share insights on WordPress, a free, open-source platform for website building. I discuss the differences between WordPress, Squarespace, and Wix, highlighting…
YOUTUBE VIDEO: Pay Back Student Loans Faster By Cutting These Expenses
Hey there! In this video, I discuss some practical financial tips to help you save money. I highlight the importance of delaying getting a pet until your loans are managed,…
YOUTUBE VIDEO: Are You Financially Ready to Buy a House?
In this video, I discuss the key signs indicating financial readiness to buy a house. I cover aspects such as down payments, debt-to-income ratio, long-term planning, family considerations, and emergency…
YOUTUBE VIDEO: Strategies To Become Debt-Free Faster
In this video, I delve into the concept of debt, distinguishing between secure and unsecured debts like mortgages and credit cards. I emphasize the importance of managing high-interest credit card…
YOUTUBE VIDEO: Quicken Tutorial: How to Wrangle & Categorize Your Amazon Purchases
Have you been categorizing all your Amazon purchases under one Quicken category? There's a better way. In this easy tutorial, I'll show you how to handle your Amazon purchases like…
YOUTUBE VIDEO: Should You Take a Loan From Your 401k Before Retiring (or any other time)?
Hey there! In this video, I delve into the question of whether taking a loan from your 401k is a wise move. I discuss various scenarios where it could be…
YOUTUBE VIDEO: Finding Financial Relief from High Mortgage Payments
In this video, I discuss strategies for managing mortgage payments that are straining your finances. I explain the option of refinancing to lower interest rates and extend payment periods. It's…
YOUTUBE VIDEO: Situations Where You Would Use Your Emergency Fund
Hey there, it's Joe DiSanto. In this video, I discuss the importance of an emergency fund and when to use it. The primary scenario for using the fund is during…
YOUTUBE VIDEO: Is Your Current Retirement Savings Plan Enough For You?
In this video, I discuss the importance of personalized retirement savings rates based on individual financial goals. I emphasize the need for calculating exact savings amounts and investment returns rather…
YOUTUBE VIDEO: Who MUST Get a 1099 Form From You
In this video, I will explain the circumstances in which you would send a 1099. Frankly, it's quite confusing!
Effortless 1099 Filing with Tax1099.com: A Smarter Path to Financial Independence
Filing 1099s doesn’t have to be painful. Every year, businesses and high earners lose hours chasing paperwork, correcting errors, and worrying about IRS penalties. The cost of mistakes is high,…
YOUTUBE VIDEO: Quicken Tutorial: 1099 Creation Step-by-Step
Tax time can be stressful, but sending out 1099s doesn't have to be! In this Quicken tutorial, I teach you how to use your data from Quicken to create 1099s…
YOUTUBE VIDEO: Quickly (And Accurately) Generate Your 1099s with QuickBooks Online
Learn how to quickly generate your 1099s with QuickBooks Online in this step-by-step tutorial. I'll simplify the process, help you avoid pitfalls, and ensure you stay compliant with tax regulations!
YOUTUBE VIDEO: Can You Use 401k Money For A Down Payment On A House?
In this video, I discuss the option of utilizing 401k funds for a down payment on a house. I explain the rules and regulations surrounding 401ks, including the possibility of…
YOUTUBE VIDEO: Smart Strategies for Roth 401k Conversions and Retirement Planning
In this video, I discuss the differences between traditional and Roth 401k accounts, focusing on tax implications and strategic conversion opportunities. I explain how each account type works, the tax…
YOUTUBE VIDEO: Two Simple Yet Effective Ways to Boost Your Credit Score
Hey there! In this video, I discuss the two most powerful ways to improve your credit score. Firstly, removing late payments and delinquencies can significantly boost your score, although it…
YOUTUBE VIDEO: A Beginner’s Guide to Purchasing Bitcoin Easily
Hey there, it's Joe DiSanto. In this video, I discuss simple methods to purchase small amounts of Bitcoin, like $5,000 or less. I explain how ETFs offer easy exposure to…
YOUTUBE VIDEO: EINs, TINs or ITINs – What’s the Best Choice for You?
Hey there! In this video, I break down the differences between EINs, TINs, and ITINs. EIN is like a social security number for your business, while TIN covers a broader…
YOUTUBE VIDEO: WARNING Don’t Fall Victim to Predatory Debt Consolidation
In this video, I discuss predatory lending, focusing on debt consolidation. Predatory lending involves financial institutions using deceptive tactics, hidden fees, and lack of transparency. I explain the two methods…
YOUTUBE VIDEO: Can You REALLY Afford Housing Costs on Social Security?
In this video, I delve into the average 2024-2025 Social Security benefits vs housing costs, focusing on the average payout of around $2,000 a month. I compare housing costs in…
YOUTUBE VIDEO: Building Wealth and Smart Money Moves
Hey there! In this video, I discuss the reasons why some Americans build wealth more successfully than others and share insights on smart money moves. I highlight the importance of…