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
Mar 17, 2023 • 13min
Should I Pay off My Mortgage with Retirement Funds?
On this episode of DIY Money, Quint and Daniel talk about when it does and does not make sense to use retirement money to pay off your home. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 15, 2023 • 13min
”Buy When the Market is Low” -- With What??
Everyone says "Buy When the Market is Low". On this episode of DIY Money, Quint and Daniel talk about that common phrase and why it is not so easy to do so. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 13, 2023 • 15min
Resources that Teach Your Kids Investing
On this episode of DIY Money, Quint and Daniel talk about different resources that can help teach kids about investing.
Check out Ian McMillan's book "What Is A Stock" at whatisastockbook.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 10, 2023 • 12min
Adding a Spouse to Your Mortgage and Home
On this episode of DIY Money, Quint and Daniel answer a question about adding a spouse to the mortgage and home title. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 8, 2023 • 18min
Selling Investments to Buy a House
The podcast discusses selling investments to buy a house, emphasizing aligning investments with specific goals, the importance of fundamental analysis in stock investing, assessing personal balance sheets, and strategic investment decisions for real estate and business ventures.
Mar 6, 2023 • 17min
More Savings or More Fun?
On this episode of DIY Money, Quint and Daniel debate saving for the future or spending for now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mar 1, 2023 • 18min
Purchasing a Business
On this episode of DIY Money, Quint and Logan talk about debt and buying a business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Feb 26, 2023 • 21min
Roth vs. 401K Debate
On this episode of DIY Money, Quint and Logan debate using a Traditional 401K or Roth 401K or something else. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
7 snips
Feb 22, 2023 • 17min
529, Custodial Accounts, and Joint Accounts
The hosts kick off with lighthearted tales of their winter woes, eagerly anticipating warmer days. They dive into smart strategies for saving for college, weighing the pros and cons of 529 plans versus brokerage accounts. A fascinating discussion follows on converting 529s into custodial Roth IRAs, emphasizing financial literacy for kids. The conversation wraps up by spotlighting custodial and joint accounts, showcasing their flexibility and potential for wealth building beyond just education.
Feb 19, 2023 • 17min
What to Do With Home Sale Proceeds
On this episode of DIY Money, Daniel and Logan talk about what to do with the proceeds once you sell your home. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
