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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:
    Fees on Your Investments Apr 03, 2024
    Show notes

    Quint and Daniel talk about one of the most important things to watch out for when investing.


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


    Retirement Strategies with Large Age Gap Apr 01, 2024
    Show notes

    What can an age difference mean for your financial planning? Allie and Daniel weigh in.


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


    Budgeting with Multiple Accounts Mar 29, 2024
    Show notes

    Quint and Logan explain tracking your budget with multiple accounts like savings, checking, and credit cards.


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


    Changing Investment Strategy Mar 27, 2024
    Show notes

    Quint and Daniel talk through changing investment strategies from individual stocks to index funds and ETFs.


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


    Bringing on a Tax Advisor? Mar 25, 2024
    Show notes

    Logan and Allie talk through how to build a team of advisors around you and when you need to do so.


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


    How to Evaluate Individual Stocks Mar 22, 2024
    Show notes

    Quint and Logan discuss how to evaluate individual stocks and their earnings reports.


    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 a Trust? Mar 20, 2024
    Show notes

    Daniel and Quint talk about estate planning and when it is important to get a trust in place.


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


    Filing Jointly Versus Separately Mar 18, 2024
    Show notes

    Quint and Allie talk through filing taxes jointly versus separately and why you would do either.


    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 - Should I Own Gold? Mar 15, 2024
    Show notes

    Quint and Daniel answer this great question from a young listener about owning/buying gold.


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


    Pulling Funds from Your 401K Mar 13, 2024
    Show notes

    Logan and Allie dive into the tax consequence of pulling money out of your 401K. They also touch on strategies for tax management when living outside of the US.


    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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