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
Apr 12, 2024 • 14min
How to Invest for Short Term Goals
The hosts discuss different styles of climbing, share a personal hiking mishap, and transition into a conversation about investing for short-term goals. They explore low-risk investments and alternative options like money market accounts and treasury bonds to achieve financial goals efficiently.
Apr 10, 2024 • 18min
When to Take Social Security
Quint and Logan break down the math of taking social security early versus waiting till later in retirement. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apr 8, 2024 • 15min
Credit Card "Hack" - Adding Kids to Parent's Credit Card
A discussion about a credit card 'hack' to help kids build credit, emphasizing the importance of financial literacy and responsible credit card usage. Exploring the benefits of adding children as authorized users and teaching them about budgeting and managing credit accounts.
Apr 5, 2024 • 17min
Buy When the Market is Down
Quint and Allie answer a question about buying stocks on days the market is down. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apr 3, 2024 • 15min
Fees on Your Investments
Quint and Daniel talk about one of the most important things to watch out for when investing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apr 1, 2024 • 17min
Retirement Strategies with Large Age Gap
What can an age difference mean for your financial planning? Allie and Daniel weigh in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 29, 2024 • 18min
Budgeting with Multiple Accounts
Quint and Logan explain tracking your budget with multiple accounts like savings, checking, and credit cards. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 27, 2024 • 16min
Changing Investment Strategy
Quint and Daniel talk through changing investment strategies from individual stocks to index funds and ETFs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 25, 2024 • 19min
Bringing on a Tax Advisor?
Logan and Allie talk through how to build a team of advisors around you and when you need 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.
Mar 22, 2024 • 25min
How to Evaluate Individual Stocks
Quint and Logan discuss how to evaluate individual stocks and their earnings reports. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
