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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:
    What Account Should You Use? Aug 19, 2024
    Show notes

    Allie and Logan talk through which accounts to use when saving for retirement.


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


    DIY Money Steps Aug 16, 2024
    Show notes

    Allie in Quint go back and review the basic DIY Money steps.


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


    Making up for Lost Time in Investing Aug 14, 2024
    Show notes

    What do you do if you are behind on investing? Quint and Logan talk about how to get started saving for yourself or others and what to do if you are behind.


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


    How Much Do I Need for Retirement? Aug 12, 2024
    Show notes

    Quint and Allie talk about dollar amount goals for retirement. What should you target? What is a good rule of thumb?


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


    Why is Paying off Debt Important? Aug 09, 2024
    Show notes

    Daniel and Logan talk about the importance of debt payoff and why it is so crucial for building wealth.


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


    Creating Your First Budget Aug 07, 2024
    Show notes

    Allie and Logan talk about how to set up your first budget.


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


    Switching to Roth Aug 05, 2024
    Show notes

    Daniel and Allie answer a question about switching your retirement contributions from Traditional to Roth.


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


    What to Expect in an Election Year Aug 02, 2024
    Show notes

    Quint and Logan talk about how to manage your finances in an election year and what to expect.


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


    Saving for Larger Goals Jul 31, 2024
    Show notes

    Quint and Allie talk about anniversary gifts and saving for bigger goals.


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


    Planning for a Pension Jul 29, 2024
    Show notes

    Quint and Logan talk about how to factor a pension into your financial planning.


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


    Previous 1 31 32 33 34 35 95 Next

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