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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:
    Cash Value Life Insurance Nov 11, 2020
    Show notes

    On this episode of DIY Money, Quint and Daniel discuss their thoughts on cash value life insurance and whether it is the right fit for you.


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


    How Do You Save for a Wedding and a House? Nov 08, 2020
    Show notes

    On this episode of DIY Money, Quint and Daniel talk all things from buying a house, paying off debt, and whether you should use your 401K to do so.


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


    4% Withdrawl Rule Nov 04, 2020
    Show notes

    On this episode of DIY Money, Quint and Daniel discuss how to determine how much you should be planning on saving for retirement and whether the 4% withdrawal rule is still valid.


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


    What to Expect From a Financial Planner Nov 01, 2020
    Show notes

    On this episode of DIY Money, Quint and Daniel discuss what you should expect when you are planning to meet with a financial advisor.


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


    How to Legitimize a Business Oct 28, 2020
    Show notes

    On this episode of DIY Money, Quint and Daniel give advice on how to legitimize a business.


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


    How to Save for Short-Term Goals Oct 25, 2020
    Show notes

    On this episode of DIY Money, Quint and Daniel share their personal strategies for saving for short-term financial goals.


    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 Vs. Lump-Sum Investing Oct 21, 2020
    Show notes

    On this episode of DIY Money, Quint and Daniel talk about the differences between two different investment strategies and what may be best for you depending on your timeline.


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


    Index Funds vs Total Market Oct 19, 2020
    Show notes

    On this episode of DIY Money, Quint and Daniel talk about the differences between investing in a total stock market index fund and an S&P 500 index fund.


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


    Financial Planning for Relatives With Special Needs Oct 14, 2020
    Show notes

    On this episode of DIY Money, Quint and Daniel discuss saving and planning for a family member or a loved one with special needs.


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


    Maxing Out a 401K and Early Retirement Oct 11, 2020
    Show notes

    On this episode of DIY Money, Quint and Daniel give their advice on what to do if you are looking to retire early and strategies for avoiding a large tax burden when you are maxing out your 401K.


    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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