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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:
    Budgeting for Goals Aug 14, 2023
    Show notes

    On this episode of DIY Money, Quint and Allie lay out how to budget for goals.


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


    Dividend Stocks and Reinvestment Aug 11, 2023
    Show notes

    On this episode of DIY Money, Quint and Daniel discuss dividend paying stocks and reinvesting dividends.


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


    Planning for Death Aug 09, 2023
    Show notes

    On this episode of DIY Money, Quint and Daniel talk about how to smartly plan for someone's passing.


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


    Company Stock Incentive Plans Aug 07, 2023
    Show notes

    On this episode of DIY Money, Quint and Logan talk about various stock incentives like ISOs, RSUs, and NSOs.


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


    Actively Trading Your Roth IRA Aug 04, 2023
    Show notes

    On this episode of DIY Money, Daniel and Logan discuss trading in a Roth IRA, the tax implications of doing so, and their thoughts on managing in this way.


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


    Tax Planning in a No Income Tax State Aug 02, 2023
    Show notes

    On this episode of DIY Money, Logan and Allie talk about tax planning for states with no income tax.


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


    Municipal Bonds versus US Government Bonds Jul 31, 2023
    Show notes

    On this episode of DIY Money, Daniel and Logan talk about municipal bonds and US government bonds. They talk about the pros of each and why you would add them to your portfolio.


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


    Should I Buy Solar Panels? Jul 28, 2023
    Show notes

    On this episode of DIY Money, Quint and Daniel go in depth on the financial decision of buying solar panels.


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


    Changing Investments Due to Expense Ratio Jul 26, 2023
    Show notes

    On this episode of DIY Money, Quint and Daniel discuss expense ratios and swapping one investment for another.


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


    Employee Stock Purchase Plans Jul 24, 2023
    Show notes

    On this episode of DIY Money, Quint and Daniel talk about Employee Stock Purchase Plans.


    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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