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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:
    How to Network - Question from Will Levis, NFL Quarterback of the Tennessee Titans Mar 11, 2024
    Show notes

    Quint and Logan answer a great question about networking from NFL quarterback of the Tennessee Titans, Will Levis.


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


    Using Credit Cards - Sponsored by Wallet Hub Mar 08, 2024
    Show notes

    Quint and Daniel talk through how they use credit cards, the pitfalls of credit, and what to look for when searching for a credit card.


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


    Accounts for Kids: UTMA v. UGMA Mar 06, 2024
    Show notes

    Quint and Logan talk about various investment accounts for kids, what the different acronyms mean, and the best one to save for your child.


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


    How to Charitably Give Stock Mar 04, 2024
    Show notes

    Quint and Logan talk through tax advantages and strategies for giving stock to charity.


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


    Where to Hold Your Emergency Fund Mar 01, 2024
    Show notes

    Daniel and Allie talk through where to hold your emergency fund.


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


    Basics of a Roth IRA Feb 28, 2024
    Show notes

    Logan and Allie talk through the basics of opening, saving, and investing in a Roth IRA.


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


    How to Invest in Different Accounts Feb 26, 2024
    Show notes

    Daniel and Logan talk about the differences between ETFs, Mutual Funds, and how to invest in different accounts.


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


    How to Track Expenses Feb 23, 2024
    Show notes

    Logan and Allie talk about apps and resources to help you track your expenses.


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


    HSA v. Paying off Mortgage Feb 21, 2024
    Show notes

    Quint and Logan talk about funding an HSA versus funding other goals like paying off your house.


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


    Backdoor Roth IRA Feb 19, 2024
    Show notes

    Allie and Daniel talk through a backdoor Roth IRA contribution, when you should use this strategy, and how to do it.


    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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