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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:
    Money Tips for the Holiday Season Dec 13, 2024
    Show notes

    Quint and Logan talk about how they manage money through the holiday season and how to prepare in advance for this time of year.


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


    Taxes on Inherited Trust Dec 11, 2024
    Show notes

    Quint and Allie talk about future tax consequences of putting funds in a trust.


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


    DIY Money Jr - Save or Invest? Dec 09, 2024
    Show notes

    Daniel and Quint talk about when you should be saving and when you should be investing.


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


    Psychology of Spending Money Dec 06, 2024
    Show notes

    Daniel and Allie talk about actually spending money versus our usual talk of saving.


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


    Careers in Wealth Management Dec 04, 2024
    Show notes

    Logan and Allie talk about different careers in Wealth Management and pathways to get to there.


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


    Paper Trading? Dec 02, 2024
    Show notes

    Daniel and Logan talk about paper trading: what it is, how to do it, and if it is valuable for learning about trading.


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


    Tax-Advantaged Charitable Giving Nov 29, 2024
    Show notes

    Allie and Logan talk about giving to charities in the most tax efficient ways.


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


    DIY Money Jr - Financial Books for Starting Out Nov 27, 2024
    Show notes

    Quint and Logan talk about what to read and listen to when you are first starting to learn about money. Check out our previous episode where we interviewed Ian McMillan who wrote “What Is A Stock”.


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


    Saving Without Social Security Nov 25, 2024
    Show notes

    Daniel and Allie talk about the 10/10/80 plan and how to save if you will not be receiving social security.


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


    Market Talk Nov 22, 2024
    Show notes

    Quint and Logan talk about the state of the market and things to think about moving forward.


    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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