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
Oct 11, 2023 • 15min
DIY Money JR - Why Should You Start Saving Early?
On this episode of DIY Money Junior, Quint and Daniel talk about the power of compounding and how important it can be to start saving early. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 9, 2023 • 19min
Money Market for Your Emergency Fund?
The hosts discuss the idea of moving an emergency fund to a money market fund for higher interest rates, highlighting the importance of building and maintaining an emergency fund in high-yield savings accounts. They also talk about the significance of selecting the right financial institution for savings and the importance of having physical cash on hand for emergencies.
Oct 6, 2023 • 24min
Changing Allocation as You Approach Retirement
On this episode of DIY Money, Daniel and Quint talk about transitioning investments towards a dividend portfolio as you near retirement. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 4, 2023 • 20min
Real Estate Syndicate
In this podcast, the hosts discuss real estate syndicates and their role in investment portfolios. They also share nostalgic memories of the Oregon Trail game and reflect on the vastness of national parks. The speakers talk about physical activities, injuries, and promote a sponsor's wealth development program. They explore the concept of real estate syndicates and provide personal parameters for investment. The significance of accredited investors and finding trustworthy syndicators is also discussed, along with personal experiences in horse and hotel investments.
Oct 2, 2023 • 16min
Excess Contributions and Tax Strategies
The hosts discuss excess contributions to retirement accounts and tax strategies to consider. They also touch on frustrations with a new car purchase, upcoming interviews, and the pros and cons of filing separately for loan repayment plans.
Sep 29, 2023 • 15min
Roth Or Brokerage Account
On this episode of DIY Money, Quint and Daniel talk about contributing to a brokerage account versus a Roth IRA account.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sep 27, 2023 • 16min
Benefits of Traditional and Roth IRAs
On this episode of DIY Money, Quint and Daniel talk about the benefits of IRAs and whether it makes sense to do a backdoor Roth IRA contribution. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sep 25, 2023 • 18min
Self-Employment Tax and Retirement Strategies
On this episode of DIY Money, Quint and Daniel talk about taxes and saving for retirement when you are self-employed. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sep 22, 2023 • 17min
Taxes and Marriage
Learn about how taxes change after marriage and how to adjust your financial plan. Discover the advantages of filing taxes jointly, maximizing savings, and using financial tools for tax-efficient savings. Explore the changes in financial planning after getting married, emphasizing conversations about finances beforehand. Get strategies and goals for couples, including unique saving and investment strategies.
Sep 20, 2023 • 15min
Different Types of Bonds
On this episode of DIY Money, Quint and Daniel talk about the different types of bonds and where those belong in your portfolio. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
