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
Feb 26, 2024 • 17min
How to Invest in Different Accounts
Daniel and Logan discuss the differences between ETFs and Mutual Funds, exploring how to invest in different accounts. They cover investment philosophy, tax implications, and strategic approaches for different timelines and risk profiles.
Feb 23, 2024 • 16min
How to Track Expenses
Logan and Allie talk about apps and resources to help you track your expenses.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 21, 2024 • 18min
HSA v. Paying off Mortgage
Quint and Logan talk about funding an HSA versus funding other goals like paying off your house. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 19, 2024 • 20min
Backdoor Roth IRA
The podcast covers the ins and outs of utilizing a backdoor Roth IRA, including when and how to implement this strategy. They discuss the importance of understanding income thresholds, deductible contributions, and the pro-rata rule. The hosts also touch on the legality of utilizing this strategy with caution and conservative contribution management.
Feb 16, 2024 • 16min
DIY Money Jr - How to Make Money as a Kid
Quint and Logan answer this question and tell stories about how to make money when you are young. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 14, 2024 • 21min
Keep Funds in a Business or Take Money Out?
Quint and Allie talk about reinvesting funds into your business or taking that money out for your benefit. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 12, 2024 • 16min
Balancing Joy and Savings
Daniel and Quint talk through the balancing act of spending now versus saving for later. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 9, 2024 • 17min
DIY Money Jr - Investing in a Roth IRA without Earned Income
Allie and Quint talk about contributions to a Roth IRA when you are young and just starting to make money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 7, 2024 • 19min
Relationships and Budgeting
The podcast talks about navigating spending and budgeting in a relationship, including coming to an agreement with different spending views, blending financial perspectives, and the impact of financial issues on relationships.
Feb 5, 2024 • 20min
Saving for Retirement & Taxes when Self-Employed
Quint and Allie talk through the best ways to save on taxes and for retirement when you are self-employed or have a small business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
