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 2, 2023 • 13min
Tax Planning in a No Income Tax State
On this episode of DIY Money, Logan and Allie talk about tax planning for states with no income tax. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 31, 2023 • 17min
Municipal Bonds versus US Government Bonds
On this episode of DIY Money, Daniel and Logan talk about municipal bonds and US government bonds. They talk about the pros of each and why you would add them to your portfolio. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 28, 2023 • 17min
Should I Buy Solar Panels?
On this episode of DIY Money, Quint and Daniel go in depth on the financial decision of buying solar panels. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 26, 2023 • 15min
Changing Investments Due to Expense Ratio
On this episode of DIY Money, Quint and Daniel discuss expense ratios and swapping one investment for another. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 24, 2023 • 20min
Employee Stock Purchase Plans
On this episode of DIY Money, Quint and Daniel talk about Employee Stock Purchase Plans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 21, 2023 • 21min
How to Get Past the Fear of Investing?
On this episode of DIY Money, Quint and Logan talk about the important mental aspect of investing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 19, 2023 • 17min
529 Penalties and Taxes
On this episode of DIY Money, Quint and Logan clarify what actual fees and taxes you could pay on a 529 plan. They talk about some of the benefits of this plan as well. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 17, 2023 • 19min
Lump Sum Pension or Annuity Payout?
On this episode of DIY Money, Quint and Logan break down decisions between a lump sum rollover of a pension or turning it into a annuity stream. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 14, 2023 • 13min
What Should I Deduct on My Taxes?
On this episode of DIY Money, Allie and Quint talk about tax deductions and if itemization is worth it. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 12, 2023 • 15min
What Is a Wash Sale and How to Avoid It?
On this episode of DIY Money, Quint and Daniel talk through the intricacies of wash sales for investments. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
