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
Jul 10, 2023 • 15min
Look Out, Student Loans are Back
On this episode of DIY Money, Quint and Daniel talk about student loans resuming and saving for bigger expenses. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 7, 2023 • 14min
Different Types of Custodial Account
On this episode of DIY Money, Daniel and Logan talk about the different types of custodial accounts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 5, 2023 • 17min
Setting Up a Retirement Plan at Work
On this episode of DIY Money, Daniel and Logan talk through setting up a retirement plan for 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.
Jul 4, 2023 • 24min
Should I Buy an Annuity?
On this episode of DIY Money, Daniel and Logan discuss what annuities are and our thoughts on them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jun 30, 2023 • 20min
Should I Have Dividends?
On this episode of DIY Money, Quint and Allie talk about dividends and whether or not you should own them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jun 28, 2023 • 14min
Don’t Break the Bank on a Wedding
On this episode of DIY Money, Daniel and Quint talk about saving, budgeting, and paying for a wedding. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jun 26, 2023 • 18min
Payment Strategy for Student Loans
The hosts discuss their recent activities and the wealth development program. They explore payment strategies for student loans and mortgages, including investing the extra money. They also discuss the impact of making extra payments on home equity and the importance of getting out of debt. Finally, they explore the return on investment of student loans for optometrist school.
Jun 23, 2023 • 16min
Retirement Rules of Thumb
On this episode of DIY Money, Quint and Logan talk about retirement rules of thumb and the 4% rule. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jun 21, 2023 • 17min
DIY Money Jr- Should I Save Or Invest?
On this episode of DIY Money Junior, Allie and Quint discuss saving versus investing, specifically for college. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jun 19, 2023 • 15min
Lump Sum or DCA Inheritance
On this episode of DIY Money, Quint and Logan answer a question about investing in a lump sum or by dollar cost averaging for kids. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
