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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:
    Donor Advised Fund Feb 21, 2025
    Show notes

    Quint and Allie talk about how to utilize a donor advised fund as a tax strategy.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Debts in Collections Feb 19, 2025
    Show notes

    Quint and Logan talk about what to do if you have a debt go into collections.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Online Investing Platforms Feb 17, 2025
    Show notes

    Quint and Logan discuss the different investing platforms and how to get started on them.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Paying off College? Feb 14, 2025
    Show notes

    Quint and Allie discuss paying for college versus setting yourself up for the future.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    What Asset Class to Choose in Investing Feb 12, 2025
    Show notes

    Quint and Logan talk about valuing different asset classes and adding those to your portfolio.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    When to Hire a Tax Pro Feb 10, 2025
    Show notes

    Allie and Quint talk about when you might need professional help during tax season.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Real Estate Investing vs High-Yield Dividend Stocks Feb 07, 2025
    Show notes

    Quint and Logan think through the best ways to create passive income.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Employer Plan Versus IRA Feb 05, 2025
    Show notes

    Quint and Allie talk through whether to utilize an employer plan (like a 403(b)) or an Individual Retirement Account (IRA).


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    Is the S&P 500 Overvalued? Feb 03, 2025
    Show notes

    Quint and Logan talk about the overall market and whether or not it is overvalued.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


    All About Mortgages Jan 31, 2025
    Show notes

    Logan is joined by a special guest, Vinson Bunting, to talk through the key terms and tips you should know before you get a mortgage.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


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