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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:
    DIY Money Jr - Business Income Oct 28, 2024
    Show notes

    Logan and Allie talk about managing business income when first starting a business. Where should those earnings go?


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


    When Do You Need an Advisor? Oct 25, 2024
    Show notes

    Allie and Logan talk about when to seek professional advice and when to get an advisor to talk about financial goals.


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


    Building an Estate Plan Oct 23, 2024
    Show notes

    Daniel and Allie discuss the different components of estate planning and the most important things to get in place.


    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 - Set It and Forget It Oct 21, 2024
    Show notes

    Daniel and Logan answer this junior question about how to set up investment accounts on auto pilot.


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


    How to Set Goals - The 5 F's Oct 18, 2024
    Show notes

    Quint and Logan explain how they set goals in the different areas of their lives.


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


    Selling Your Home? Now What? Oct 16, 2024
    Show notes

    Quint and Allie talk about the taxes of selling your home and how to potentially invest the proceeds.


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


    Selling Rental Property Oct 14, 2024
    Show notes

    Quint and Daniel talk about some real estate best practices.


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


    Tips for Young Adults Oct 11, 2024
    Show notes

    Logan and Allie talk about three tips that are important for young adults.


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


    Taking a Tax Loss in a Retirement Account Oct 09, 2024
    Show notes

    Quint and Allie talk about taxes in a retirement account and how to best manage your gains or losses.


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


    Which Healthcare Plan Should you Have? Oct 07, 2024
    Show notes

    Daniel and Logan talk about the pros and cons of PPO and HDHP healthcare plans.


    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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