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
Mar 20, 2024 • 19min
When Do You Need a Trust?
Daniel and Quint talk about estate planning and when it is important to get a trust in place. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 18, 2024 • 14min
Filing Jointly Versus Separately
Quint and Allie talk through filing taxes jointly versus separately and why you would do either. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 15, 2024 • 17min
DIY Money Jr - Should I Own Gold?
The hosts discuss owning gold as currency, explore US transition from gold-backed to fiat currency, history of the US dollar, implications of inflation, and importance of research in investment decisions.
Mar 13, 2024 • 17min
Pulling Funds from Your 401K
Logan and Allie dive into the tax consequence of pulling money out of your 401K. They also touch on strategies for tax management when living outside of the US. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 11, 2024 • 17min
How to Network - Question from Will Levis, NFL Quarterback of the Tennessee Titans
Quint and Logan answer a great question about networking from NFL quarterback of the Tennessee Titans, Will Levis. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 8, 2024 • 17min
Using Credit Cards - Sponsored by Wallet Hub
Hosts discuss pitfalls of credit, choosing credit cards wisely, benefits of credit card points, and maximizing rewards for travel experiences. Emphasis on responsible credit card usage, managing debt, and optimizing credit ratings.
Mar 6, 2024 • 23min
Accounts for Kids: UTMA v. UGMA
Quint and Logan talk about various investment accounts for kids, what the different acronyms mean, and the best one to save for your child. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 4, 2024 • 23min
How to Charitably Give Stock
Quint and Logan talk through tax advantages and strategies for giving stock to charity. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 1, 2024 • 17min
Where to Hold Your Emergency Fund
Daniel and Allie talk through where to hold your emergency fund. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 28, 2024 • 14min
Basics of a Roth IRA
Discussion on celebrating holidays leads to listener questions on opening Roth IRA accounts, navigating tax implications between Roth and traditional IRAs, complexities of choosing custodians, and starting with mutual funds for beginners
