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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:
    Where to Begin Your Financial Journey Jun 21, 2020
    Show notes

    On this episode of DIY Money, Quint and Daniel give advice on where to begin your financial journey.


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


    What to Start Investing In Jun 17, 2020
    Show notes

    On this episode of DIY Money, Quint and Daniel give blanketed advice on investments and where to start when you are ready.


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


    How Many Investments to Own? Jun 10, 2020
    Show notes

    On this episode of DIY Money, Daniel explores how you can achieve diversification with as little as one mutual fund thanks to the low-cost target-date index funds being offered by many brokerages today.


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


    Liquidity and Debt Payoff Jun 07, 2020
    Show notes

    On this episode of DIY Money, Daniel discusses the benefits of liquidity while paying off debt and why it all comes down to math.


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


    Using a Health Savings Account (HSA) Jun 04, 2020
    Show notes

    On this episode of DIY Money, Quint and Daniel break down the benefits of using a health savings account (HSA for short!) in your financial plan.


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


    Financial Safety Nets May 31, 2020
    Show notes

    In this week's episode Quint and Daniel discuss what resources and strategies are available to those who have run out of options during these difficult times.


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


    Multiple Streams of Income May 27, 2020
    Show notes

    In today's episode Quint and Daniel discuss the difference between active and passive income and the various ways you can use them to diversify your income.


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


    How to Pay Taxes on Gifts May 24, 2020
    Show notes

    In this week's episode Quint and Daniel discuss the tax rules for large gifts of cash and how to use them.


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


    IRA vs. Roth IRA May 20, 2020
    Show notes

    In this week's episode Quint and Daniel explain the differences between and IRA and a Roth IRA and the rules that come with each.


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


    Managing Finances in a Second Marriage May 17, 2020
    Show notes

    In this week's episode Quint and Daniel discuss whether or not to merge finances with a spouse coming from prior marriage with children.


    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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