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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:
    Determining a Companies Financial Health Oct 23, 2023
    Show notes

    On this episode of DIY Money, Quint and Logan bring it back to the classroom and talk about analyzing companies and evaluating their cash flows.


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


    Are Managed Funds Worth the Fees? Oct 20, 2023
    Show notes

    On this episode of DIY Money, Quint and Daniel talk about actively managed funds and whether they are worth the additional fees.


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


    Can an HSA Also Be an Emergency Fund? Oct 18, 2023
    Show notes

    On this episode of DIY Money, Quint and Allie talk about utilizing an HSA as a backup emergency fund.


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


    Managing Credit Cards and Building Credit Oct 16, 2023
    Show notes

    On this episode of DIY Money, Quint and Logan talk about how to manage credit cards and the best ways to build credit.


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


    Where to Put Margin? Oct 13, 2023
    Show notes

    On this episode of DIY Money, Quint and Allie answer a classic question of where to allocate funds. Should you put more towards paying off your house? Or utilize an HSA account?


    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 - Why Should You Start Saving Early? Oct 11, 2023
    Show notes

    On this episode of DIY Money Junior, Quint and Daniel talk about the power of compounding and how important it can be to start saving early.


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


    Money Market for Your Emergency Fund? Oct 09, 2023
    Show notes

    On this episode of DIY Money, Quint and Logan talk about money market funds and if they are a good place to put 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.


    Changing Allocation as You Approach Retirement Oct 06, 2023
    Show notes

    On this episode of DIY Money, Daniel and Quint talk about transitioning investments towards a dividend portfolio as you near retirement.


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


    Real Estate Syndicate Oct 04, 2023
    Show notes

    On this episode of DIY Money, Quint and Allie talk about real estate syndicates and how they could fit into a portfolio.


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


    Excess Contributions and Tax Strategies Oct 02, 2023
    Show notes

    On this episode of DIY Money, Quint and Logan talk about what to do when you over contribute to a retirement account and tax strategies to think about.


    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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