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
Aug 25, 2023 • 18min
Whole Life Insurance
On this episode of DIY Money, Quint and Daniel talk all things whole life insurance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 23, 2023 • 15min
Planning and Saving With a Disability
On this episode of DIY Money, Quint and Daniel talk through saving if you have a disability and planning ahead with disability insurance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 21, 2023 • 14min
HSA Savings and DIY Money Steps
On this episode of DIY Money, Quint and Daniel rehash the DIY Money steps and talk about building in an HSA to your financial plan. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 18, 2023 • 16min
Wise Home Remodels
In this episode, the hosts discuss wise home remodels, including renovating an older townhouse before selling, insights from professionals on the best renovations for a townhome, and the importance of face-lifting in starter homes for resale.
Aug 16, 2023 • 16min
Adjusting Retirement Savings for Near Term Goals
On this episode of DIY Money, Quint and Daniel answer a question about adjusting 401K contributions to pay for kids college. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 14, 2023 • 20min
Budgeting for Goals
On this episode of DIY Money, Quint and Allie lay out how to budget for goals. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 11, 2023 • 20min
Dividend Stocks and Reinvestment
On this episode of DIY Money, Quint and Daniel discuss dividend paying stocks and reinvesting dividends. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 9, 2023 • 19min
Planning for Death
The podcast discusses planning for someone's passing, including the roles of trustees and executors, conversations about end-of-life decisions, and the importance of updating wills and beneficiary designations.
Aug 7, 2023 • 20min
Company Stock Incentive Plans
On this episode of DIY Money, Quint and Logan talk about various stock incentives like ISOs, RSUs, and NSOs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 4, 2023 • 14min
Actively Trading Your Roth IRA
The podcast discusses trading in a Roth IRA, tax implications of trading, managing investments, aligning strategies with financial plans, tax advantages of actively trading in a Roth IRA, risks of active trading, and the importance of long-term planning.
