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
Jan 18, 2023 • 17min
What Should My Net Worth Be?
On this episode of DIY Money, Quint and Logan discuss financial goals and talk about the "net worth by age X" calculations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
5 snips
Jan 15, 2023 • 22min
Investing for Kids and New 529 Rules
Discover the latest changes to 529 plans, including options for rolling over funds into a Roth IRA starting in 2024. A conversation with an expatriate sheds light on navigating educational savings while living abroad. Explore the benefits and complexities of custodial accounts and learn effective strategies for teaching kids about investing. The podcast also dives into flexibilities within 529 plans, such as changing beneficiaries, and the significance of planning for both education and legacy.
Jan 11, 2023 • 16min
Variable Annuities
On this episode of DIY Money, Quint and Logan discuss variable annuities. They walk through how they work, their fees, and how to potentially get out of them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 8, 2023 • 20min
How to Choose an S&P500 Fund
On this episode of DIY Money, Quint and Logan discuss how to select an S&P500 fund. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 5, 2023 • 41min
SPECIAL EPISODE - The Traveling Gamblers
On this special episode of DIY Money, Quint interviews The Traveling Gamblers. This pair has made a life of hopping from port to port, cruise ship to cruise ship as a guest of casinos far and wide. Don't miss this unique and exciting interview. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 4, 2023 • 17min
DIY Money Jr - What Companies Should I Buy?
On this episode of DIY Money, Quint and Daniel discuss the basics to buying companies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jan 2, 2023 • 19min
BACK TO THE BASICS - Investing
On this episode of DIY Money, Quint and Daniel discuss the basics to investing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dec 28, 2022 • 14min
BACK TO THE BASICS - Margin
On this episode of DIY Money, Quint and Daniel dive into how to get margin and where to apply it. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dec 25, 2022 • 20min
BACK TO THE BASICS - Budgeting
On this episode of DIY Money, Quint and Daniel go back to the fundamentals and break down how to start, develop, and maintain a budget. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Dec 21, 2022 • 17min
Extra Payment to Your Mortgage?
On this episode of DIY Money, Daniel and Logan discuss the practice of making a 13th payment on your mortgage each year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
