

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

Jun 16, 2023 • 16min
How to Locate Retirement Savings
On this episode of DIY Money, Daniel and Allie discuss how to find the best place for your retirement money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 14, 2023 • 16min
Simple IRAs and 401Ks for a Small Business
On this episode of DIY Money, Daniel and Logan talk about Simple IRAs for small businesses versus 401Ks and what benefits a plan administrator should provide. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 12, 2023 • 15min
Withholding Taxes on Distributions
On this episode of DIY Money, Daniel, Logan, AND Allie talk about withholding taxes on distributions out of a retirement account or an inherited retirement account. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 9, 2023 • 17min
Retirement Account Allocation
On this episode of DIY Money, Daniel and Logan talk about allocation in retirement accounts, specifically in a TSP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 7, 2023 • 15min
Dollar Cost Averaging Into Individual Stocks
On this episode of DIY Money, Daniel and Logan talk about buying individual stocks and whether to continue dollar cost averaging into them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 5, 2023 • 12min
How Does My Pension Change My Plan?
On this episode of DIY Money, Logan and Daniel talk about how pensions impact a long term financial plan. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jun 2, 2023 • 14min
Custodial and Investment Accounts for Kids
On this episode of DIY Money, Daniel and Quint talk about investing for kids and what situations you should consider using different types of accounts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 31, 2023 • 19min
Budgeting Tips and Tricks
On this episode of DIY Money, Quint and Allie talk about budgeting tips and tricks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 29, 2023 • 21min
Should I Use a 529 Now?
On this episode of DIY Money, Quint introduces the newest member of the DIY and Joule team Allie Howard CPA MBA. Listen to them talk about 529 plans and the new strategies available for them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 26, 2023 • 17min
DIY MONEY JR- Starting an Online Business
On this episode of DIY Money Junior, Logan and Quint talk about starting an online business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.


