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
Dec 5, 2025 • 12min
Roth v. Taxable Account
Quint and Allie talk through saving in a brokerage account or a Roth account. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.
Dec 3, 2025 • 12min
Teaching your Kids about Finances
Quint and Logan talk about lessons and strategies to teach your kids about finances. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.
Dec 1, 2025 • 14min
When to Refinance?
Quint and Logan talk about when to consider refinancing your mortgage. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.
Nov 28, 2025 • 19min
Allocation in 529 Plan
The hosts discuss how to effectively allocate 529 accounts for education savings. They highlight the importance of adjusting investments as college approaches, with strategies for aggressive early investing. Listeners learn about the five-year rule and the need for gradual de-risking. There's a focus on the pitfalls of overly conservative target-date funds. Finally, practical tips are provided on reviewing and adapting investment strategies to ensure goals are met.
Nov 26, 2025 • 15min
How to Invest Large Chunks of Money?
Investing large sums can be daunting, especially for new investors. Allie and Logan discuss important strategies for using an inheritance for retirement. They emphasize starting with clear financial goals to guide investment decisions. The hosts highlight how different objectives can shift risk tolerance and asset allocation. They also suggest easing into the market and using dollar-cost averaging. Additionally, they caution against the pitfalls of annuities that can lock up liquidity, urging education on market volatility.
Nov 24, 2025 • 12min
Traditional or Roth
Logan and Allie dive into the age-old debate of Traditional vs. Roth accounts. They break down the benefits of paying taxes now for tax-free growth versus deferring taxes to later. Listeners learn when to choose each option based on income levels and future expectations. A grocery store bread analogy brings clarity to this complex decision-making. Plus, they discuss the importance of planning for retirement withdrawals and suggest a blended approach for optimal savings. Tune in for strategies that could shape your financial future!
Nov 21, 2025 • 17min
Having a Child Financial Checklist
Logan and Allie talk about financial items to think about before and after having a baby. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.
Nov 19, 2025 • 14min
Capital Gains Harvesting
Logan and Allie talk about strategic ways to take capital gains. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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advertising.
Nov 17, 2025 • 16min
Self-Pay Health Insurance
Allie and Logan talk about where to look and the process for getting health insurance outside of an employer Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.
Nov 14, 2025 • 13min
Series I Bonds
Quint and Logan discuss if I Bonds are still a good investment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.
