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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:
    Disability Insurance May 20, 2024
    Show notes

    Quint and Daniel talk about how disability insurance factors into your financial plan.


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


    Simplifying Your Portfolio May 17, 2024
    Show notes

    Daniel and Allie talk about taking a portfolio from individual stocks to ETFs and mutual funds.


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


    Leveraged ETFs & Volatility May 15, 2024
    Show notes

    Daniel and Logan talk about volatility in your investments and if a leveraged ETF is a good idea.


    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 - Custodial Roth IRA May 13, 2024
    Show notes

    Quint and Allie talk about opening a Roth IRA for kids and how beneficial they can be.


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


    Should I Invest in I Bonds? May 10, 2024
    Show notes

    Quint and Logan discuss investing in I bonds and why to own bonds at all.


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


    Margin Loans May 08, 2024
    Show notes

    Quint and Daniel talk about taking out margin specifically on stock plans.


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


    Appropriate Percentages for Budgeting May 06, 2024
    Show notes

    Quint and Allie talk about how much to allocate to each category of your budget.


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


    Putting Your Home in a Trust May 03, 2024
    Show notes

    Quint and Logan talk about estate planning and utilizing a trust account properly.


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


    Debt Sent to Collections May 01, 2024
    Show notes

    Quint and Allie talk through negotiating and paying off debt that has been sent to collections.


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


    Ethical Investing Apr 29, 2024
    Show notes

    Logan and Quint talk about ESG and ethical investing. Also, Quint talks more about his early days of starting the Joule business.


    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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