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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:
    Roth Or Brokerage Account Sep 29, 2023
    Show notes

    On this episode of DIY Money, Quint and Daniel talk about contributing to a brokerage account versus a Roth IRA account.


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


    Benefits of Traditional and Roth IRAs Sep 27, 2023
    Show notes

    On this episode of DIY Money, Quint and Daniel talk about the benefits of IRAs and whether it makes sense to do a backdoor Roth IRA contribution.


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


    Self-Employment Tax and Retirement Strategies Sep 25, 2023
    Show notes

    On this episode of DIY Money, Quint and Daniel talk about taxes and saving for retirement when you are self-employed.


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


    Taxes and Marriage Sep 22, 2023
    Show notes

    On this episode of DIY Money, Quint and Logan discuss how taxes change after marriage and how to adjust your plan accordingly.


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


    Different Types of Bonds Sep 20, 2023
    Show notes

    On this episode of DIY Money, Quint and Daniel talk about the different types of bonds and where those belong in your portfolio.


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


    Buying an Active Fund in Your Retirement Account Sep 18, 2023
    Show notes

    On this episode of DIY Money, Quint and Daniel talk about diversification and buying actively managed funds in your retirement account.


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


    Fix Your Car or Get a New One? Sep 15, 2023
    Show notes

    On this episode of DIY Money, Quint and Logan talk about vehicles and whether to fix it or get a new one.


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


    Over or Under Funding a 529 Plan Sep 13, 2023
    Show notes

    On this episode of DIY Money, Quint and Allie talk about over or under funding a 529 plan when saving for education.


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


    Should I Sell a Stock that Has a Loss? Sep 11, 2023
    Show notes

    On this episode of DIY Money, Quint and Logan talk about investments that have been losers. Should you sell or hold?


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


    Keeping Your Old Home and Renting Sep 08, 2023
    Show notes

    On this episode of DIY Money, Quint and Daniel talk about a common phenomenon in the current rental market, keeping your old home and renting it out.


    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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