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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. - Taxable Investment Accounts v. Retirement Accounts Jan 01, 2024
    Show notes

    Allie and Quint discuss goals and making sure you are putting money in the correct accounts.


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


    Managing Short-Term and Long-Term Goals Dec 29, 2023
    Show notes

    Allie and Quint talk about balancing short-term and long-term goals.


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


    How Best to Buy a Car? Dec 27, 2023
    Show notes

    Buying a car can be a necessary evil sometimes, Quint and Logan break down the best ways to purchase one.


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


    Evaluating Alternative Investments Dec 25, 2023
    Show notes

    Quint and Logan talk about how to evaluate alternative investments and when they might make sense in a portfolio.


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


    Rebalancing Accounts Over Your Lifetime Dec 22, 2023
    Show notes

    Quint and Logan talk how to rebalance your retirement accounts over the course of your lifetime.


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


    Taking Out Debt to Fund Retirement? Dec 20, 2023
    Show notes

    Quint and Allie discuss if you should take out personal loans to further fund retirement accounts.


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


    Should I Have Multiple 401Ks? Dec 18, 2023
    Show notes

    Daniel and Quint talk about having multiple jobs in a short time period and if you should take advantage of the 401K at each.


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


    Contribute to Roth or Traditional 401K? Dec 15, 2023
    Show notes

    Allie and Daniel break down the age old question of Roth versus Traditional contributions.


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


    Marrying Into Debt Dec 13, 2023
    Show notes

    Logan and Quint talk through tackling debt when you are recently married. How should each side of the marriage approach debt payoff?


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


    Living on One Income Dec 11, 2023
    Show notes

    Quint and Allie talk about maximizing savings, budgeting, and planning for one spouse to stop working.


    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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