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
May 24, 2023 • 16min
Buying a Home? How Much Should You Put Down?
On this episode of DIY Money, Daniel and Logan talk about what percentage to put down on your home. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 22, 2023 • 18min
Take More Risk With a Pension?
On this episode of DIY Money, Logan and Daniel talk about risk when factoring in a pension to a financial plan. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 19, 2023 • 18min
Increasing 401K Savings to Save on Taxes
On this episode of DIY Money, Logan and Daniel talk about increasing 401K savings to ultimately save on taxes. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 17, 2023 • 18min
Using an HSA for Retirement
The hosts discuss technical issues with their website and email system. They talk about the lack of sports during the summer. The chapter 'Calculating an HSA for Retirement' explores incorporating an HSA with traditional investment accounts. The chapter 'Analyzing the Limitations of the 4% Rule' explores the drawbacks of the rule and the need to account for increasing healthcare costs. The chapter 'Factors to Consider in Retirement Planning' emphasizes the importance of utilizing retirement accounts and calculating comprehensive retirement spending.
May 16, 2023 • 1min
We Want You At Joule!
We would love to have you apart of our team at Joule Financial. Learn more about our open position HERE. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 15, 2023 • 18min
Savings Bucket for a Baby
On this episode of DIY Money, Quint and Logan talk about creating an extra savings bucket when planning on having a baby. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 12, 2023 • 21min
Should I Pay Off My Mortgage? Or Invest?
On this episode of DIY Money, Quint and Logan talk through the qualitative and quantitative factors to paying off your mortgage versus investing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 10, 2023 • 17min
What to Do When You Make Over the Roth IRA Limits?
On this episode of DIY Money, Quint and Daniel talk about what to do when you start making income over the Roth income limits. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 8, 2023 • 18min
What Happens To My Loan If My Bank Fails?
On this episode of DIY Money, Quint and Daniel talk about what would happen to your mortgage, car loan, etc. if your bank were to fail. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
May 5, 2023 • 14min
Inheritance, EE Bonds, and Taxes
On this episode of DIY Money, Quint and Daniel talk about inheriting EE bonds and what to do with them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
