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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:
    Don’t Break the Bank on a Wedding Jun 28, 2023
    Show notes

    On this episode of DIY Money, Daniel and Quint talk about saving, budgeting, and paying for a wedding.


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


    Payment Strategy for Student Loans Jun 26, 2023
    Show notes

    On this episode of DIY Money, Daniel and Quint talk through paying off student loans.


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


    Retirement Rules of Thumb Jun 23, 2023
    Show notes

    On this episode of DIY Money, Quint and Logan talk about retirement rules of thumb and the 4% rule.


    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- Should I Save Or Invest? Jun 21, 2023
    Show notes

    On this episode of DIY Money Junior, Allie and Quint discuss saving versus investing, specifically for college.


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


    Lump Sum or DCA Inheritance Jun 19, 2023
    Show notes

    On this episode of DIY Money, Quint and Logan answer a question about investing in a lump sum or by dollar cost averaging for kids.


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


    How to Locate Retirement Savings Jun 16, 2023
    Show notes

    On this episode of DIY Money, Daniel and Allie discuss how to find the best place for your retirement money.


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


    Simple IRAs and 401Ks for a Small Business Jun 14, 2023
    Show notes

    On this episode of DIY Money, Daniel and Logan talk about Simple IRAs for small businesses versus 401Ks and what benefits a plan administrator should provide.


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


    Withholding Taxes on Distributions Jun 12, 2023
    Show notes

    On this episode of DIY Money, Daniel, Logan, AND Allie talk about withholding taxes on distributions out of a retirement account or an inherited retirement account.


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


    Retirement Account Allocation Jun 09, 2023
    Show notes

    On this episode of DIY Money, Daniel and Logan talk about allocation in retirement accounts, specifically in a TSP.


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


    Dollar Cost Averaging Into Individual Stocks Jun 07, 2023
    Show notes

    On this episode of DIY Money, Daniel and Logan talk about buying individual stocks and whether to continue dollar cost averaging into them.


    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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