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…
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…
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…
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…
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…
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…
YOUTUBE VIDEO: What’s Holding You Back from Achieving Financial Independence?
Hey folks, in this video, I delve into the concept of the Financial Independence (FI) ratio, a key metric in the FIRE (Financial Independence, Retire Early) movement. I explain how…
YOUTUBE VIDEO: Tips to Manage Compulsive Online Spending
In this video, I discuss the dangers of compulsive spending, especially in the age of online shopping. I provide strategies like implementing time delays before purchases and seeking approval from…
YOUTUBE VIDEO: Don’t Let Cash Gifts Ruin Your Holiday Cheer! Know the Tax Rules
Hey there! In this video, I delve into the best money gifts for holidays, discussing cash, stocks, and savings bonds. I explain how the choice depends on the recipient's age,…
YOUTUBE VIDEO: Can You Live Off $500,000 for the Rest of Your Life?
Hello, it's Joe DiSanto discussing the adequacy of $500,000 for retirement and money management strategies. I emphasize understanding retirement needs, cost of living, and investment returns. I urge you to…
YOUTUBE VIDEO: Will You Outlive Your MONEY? The Hidden Dangers of Longevity Risk?
Hello, it's Joe DiSanto. In this video, I delve into the concept of longevity risk in retirement planning. With advancements in medical care, we're living longer, posing challenges to sustaining…
YOUTUBE VIDEO: Want College Savings Success? Watch This 529 Plans Guide
In my YouTube session, I discussed 529 plans, emphasizing that account ownership affects control and financial aid considerations. I advise considering alternatives like custodial accounts or irrevocable trusts for more…
YOUTUBE VIDEO: Are You Prepared for the Next Economic Downturn?
Hey there! In this video, I discuss the idea of holding cash during a recession for financial security. I explore the importance of emergency funds and the balance between comfort…
YOUTUBE VIDEO: STOP Letting Holiday Spending Drain Your Home Equity
Hey there! In this video, I discuss the idea of using home equity to cover holiday spending. I explain when it might be wise to tap into home equity for…
YOUTUBE VIDEO: Is Financing Holiday Gifts REALLY Worth the Cost?
In this video, I address the question of whether it's advisable to finance holiday gifts through methods like credit cards, buy now pay later, or personal loans. I emphasize the…
YOUTUBE VIDEO: Real Estate in Retirement Planning
Hey there, it's Joe DiSanto. I discuss the pros and cons of including real estate in your retirement plan. Real estate can offer equity appreciation but may not provide reliable…
YOUTUBE VIDEO: Understanding the Importance of Updating Beneficiaries on Your Accounts
As I discuss the significance of updating beneficiaries on accounts, I highlight the consequences of not having a designated beneficiary. It's crucial to ensure that your money goes to the…
YOUTUBE VIDEO: Understanding the Role of Checking Accounts
Hi there! In this video, I share my personal approach to managing my checking account and how it fits into my financial strategy. I explain how I use my checking…
YOUTUBE VIDEO: Credit Cards vs Debit Cards Making the Most of Your Purchases
Hey everyone, it's Joe DiSanto. Today, I delve into the debate of using debit cards vs credit cards based on a recent survey on holiday shopping preferences. I advocate for…
YOUTUBE VIDEO: Maximizing Credit Card Rewards
Hey there, it's Joe D.! Today, I delve into the topic of using credit card points as cash for purchases. Did you know 29% of Americans use rewards points as…
YOUTUBE VIDEO: What You Don’t Know About Financial Fraud is Putting You at Risk
In this video, I delve into different types of financial fraud, focusing on fraud within accounts and on credit reports. I explain common signs of fraud, how to detect it,…
YOUTUBE VIDEO: The SMART Way to Build an Emergency Fund
Hey there! In this video, I delve into calculating the duration of emergency savings in case of income loss. I emphasize the importance of basing your emergency fund on actual…
YOUTUBE VIDEO: DON’T Get Caught in The Trading Volume TRAP!
In this video, I discuss whether using trading volume as a criterion for investing in cryptocurrencies is a good strategy. I explain why I personally wouldn't rely on trading volume…
YOUTUBE VIDEO: Quicken for Mac Tutorial: Menus Overview
Learn how to use the various menus in Quicken for Mac. I'll explain the important features of each menu, as well as how to customize and get the most out…
YOUTUBE VIDEO: Personal Finance Insights
In this video, I discuss common personal finance advice and whether it still holds true, especially in unique scenarios like the impact of COVID-19. I question the effectiveness of traditional…
YOUTUBE VIDEO: Understanding Social Security Benefits
In this video, I discuss important factors that can impact your social security benefits, such as early withdrawal implications, working while receiving benefits, disability considerations, legal implications, and how your…
YOUTUBE VIDEO: End of Year Planning Thoughts for Small Businesses
Hey there, it's Joe DiSanto. In this video, I discuss crucial end-of-year tax planning for small businesses, focusing on tax considerations, deductions, and retirement savings like the Solo 401k. I…
YOUTUBE VIDEO: 4 Types of Tax Professionals You Can Hire
In this video, I discuss the four main ways to get your tax return done, ranging from self-filing to working with different tax professionals. I highlight the importance of choosing…
YOUTUBE VIDEO: Wealth-Destroying Mistakes
Hey there, it's Joe DiSanto. In this video, I discuss common wealth-destroying mistakes, emphasizing the importance of early financial planning, asking for raises, learning about investing, and working with investment…
YOUTUBE VIDEO: Budget Calendars Explained
In this video, I delve into the significance of budget calendars as essential tools for managing finances effectively. I explain how budget calendars serve as cash flow projections, aiding in…
YOUTUBE VIDEO: Quicken for Mac Tutorial: Account Bar Walk-Thru
Learn how to properly use the account bar in Quicken for Mac. I'll teach you how to add and accurately read the data in the account bar, such as your…
YOUTUBE VIDEO: 9 Tax Savings Opportunities for Everyone
In this video, I discuss various tax-saving strategies for individuals, including utilizing 401k contributions, considering home ownership for tax benefits, and exploring the tax advantages of getting married and having…
YOUTUBE VIDEO: Understanding Credit Card Disputes 💳
In this video, I discuss types of credit card charges you can dispute with your credit card company, such as fraud and incorrect charges. I explain the process of disputing…
YOUTUBE VIDEO: Quicken for Mac Tutorial: How to Add Bank Accounts
Learn how to add bank accounts in Quicken for Mac. I'll walk you through the process of setting up your accounts. Then, I'll explain how to work with your accounts…
YOUTUBE VIDEO: Quicken Tutorial: “Bill Pay” vs the Bill Module
In this video, I will discuss the distinction between Quicken BillPay, an additional, extra-paid feature, and the BillPay module, which is just part of the software.
YOUTUBE VIDEO: Financial Planning Thoughts for Gen Xers
In this video, I discuss how Gen Xers can simultaneously balance the financial pressures of supporting aging parents, children, and themselves. I share budgeting strategies and emphasize the importance of…
YOUTUBE VIDEO: 29 Great Movies About Money
In this video, I list a bunch of great films that are, in one way or another, about MONEY! When you have BIG money goals, it helps to watch films…