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    Education

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

    Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself.

    Disclosures
    The DIY Money podcast and related content including our website, social media, educational tools, and any published materials are intended for general informational and educational purposes only. They do not constitute financial, legal, tax, or accounting advice. Listeners and viewers should not act on any information provided without first consulting a qualified professional who is familiar with their individual circumstances.
    The firm is not engaged in the practice of law or accounting. This content shall in no way be construed or interpreted as a solicitation to sell, or offer to sell, investment advisory services to anyone. All information referenced is for illustrative purposes only and is not intended to represent any specific investment strategy or vehicle. Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal.
    We strive to provide accurate and timely content, but we make no guarantees regarding the accuracy, completeness, or relevance of the information presented. All information is provided “as-is” and may be subject to change without notice. We assume no responsibility for any errors, omissions, or outcomes related to the use of this content.
    Links to external sites are provided for convenience only. We do not control or endorse third-party content and are not responsible for the information or services these sites provide. Always review the privacy policies and terms of use for any external sites you visit.
    By using this podcast, website, or any related content, you acknowledge and agree to the terms outlined in this disclaimer. If you have any questions, feel free to contact us directly.

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    Copyright: © Copyright 2019 All rights reserved.

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    Latest Episodes:
    "When to Sell a Stock "Winner" Apr 09, 2025
    Show notes

    Quint and Logan talk about trimming or selling stock winners that have done well. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Moving States in a Tax Year Apr 07, 2025
    Show notes

    Quint and Allie talk about taxes in a year you move states. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Investing from Outside of the US Apr 04, 2025
    Show notes

    Quint and Logan talk about investing when you are outside of the US. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Budget Accruals Apr 02, 2025
    Show notes

    Quint and Allie talk about accruing for larger expenses and how to be a DIY Budgeteer! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Buying Years of Service Mar 31, 2025
    Show notes

    Quint and Logan talk about buying years of service for retirement. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Simple IRA v. Roth IRA v. 403(b) Mar 28, 2025
    Show notes

    Quint and Allie talk about the best type of retirement plan to utilize. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Real Estate and Interest Rates Mar 26, 2025
    Show notes

    Quint and Logan talk about buying real estate and what that can mean for your financial picture. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Married Filing Separately and Roth IRAs Mar 24, 2025
    Show notes

    Allie and Quint break down married filing separately on your taxes and when it can be a good idea. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    All About Tariffs Mar 21, 2025
    Show notes

    Quint and Logan talk about how tariffs influence prices and markets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


    What are 457(b)s? Mar 19, 2025
    Show notes

    Allie and Quint talk about where a 457(b) or any retirement plan should fall in your financial planning hierarchy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.


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