DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
DIY Money
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.
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.
Episodes
Mentioned books
Jul 17, 2024 • 18min
Does Non-Interest Bearing Debt Matter?
Quint and Allie talk about zero interest loans and if you should have them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 12, 2024 • 15min
DIY Money Jr - How to Start Saving for Retirement
Allie and Quint talk about how to get started early saving for retirement. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 10, 2024 • 16min
Being on the Deed v. on the Will
Discussion on the differences between being on a property deed and in a will, including tax considerations and legal protections. Exploring estate planning strategies to avoid probate and maximize benefits for beneficiaries through step-up in basis. Stress on holistic approach involving estate attorneys and financial planners for effective tax management.
Jul 9, 2024 • 20min
Fast Cash - Hard Cash or in the Bank?
Quint and Logan talk about the purpose of fast cash and how to keep it. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 5, 2024 • 17min
Debit Card or Credit Card
Quint and Allie talk about what you should use on a daily basis. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 3, 2024 • 12min
Student Loan Repayment
Quint and Daniel talk through student loans and how to approach repayment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 1, 2024 • 22min
Withdrawing Funds from Life Insurance
The podcast discusses withdrawing funds from a whole life insurance policy, including insights on avoiding capital gains tax, considering surrendering or borrowing from the policy, importance of insurance for unexpected situations, and caution when surrendering a policy
Jun 28, 2024 • 20min
DIY Money Jr - Risk v. Gambling
Allie and Logan answer a junior question about risk and if the stock market is equivalent to gambling. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jun 26, 2024 • 21min
Important Roth IRA Rules
The hosts delve into the complex five-year rules of Roth IRAs, discussing implications of withdrawing funds early, differences in rules for contributions and earnings, benefits for heirs, and advice on tapping into Roth money.
Jun 24, 2024 • 19min
Paying Off Your Mortgage
The hosts tackle the psychology versus math of mortgage repayment, revealing how emotions and personal situations shape financial decisions. They share travel tales, discussing free attractions and dining while touching on the significance of planning for retirement. The conversation emphasizes the benefits of paying off a mortgage for financial flexibility and investment opportunities during downturns. Effective strategies for maintaining liquidity while managing debt are also explored, highlighting the balance between financial discipline and risk management.
