

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

Oct 20, 2025 • 19min
Increasing your Credit Score
Allie and Logan talk about the components of a credit score and how to increase yours. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Oct 17, 2025 • 10min
How to Budget for a Bonus?
Quint and Logan talk through how to factor a bonus into your budget. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Oct 15, 2025 • 22min
How are Financial Advisors Compensated?
Quint and Logan talk about upcoming transitions and how financial advisors are paid. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Oct 13, 2025 • 18min
Budgeting With a Stay at Home Parent
Quint and Allie talk about budgeting when you transition to stay at home parenting. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Oct 10, 2025 • 16min
How to Narrow Down Investing Options
Quint and Allie talk about narrowing down your investment options. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Oct 8, 2025 • 11min
Roth 401(k) v. Roth IRA
Logan and Allie talk about different savings buckets and the best to start saving your money right now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Oct 6, 2025 • 17min
Keep It Simple!
Quint and Logan talk about evaluating various different financial decisions like employer benefits. We dive into the approach we like best. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Oct 3, 2025 • 18min
Should I pay down my Mortgage with Margin?
Should you pay down your mortgage or invest? Allie and Quint delve into the math behind mortgage payoff versus stock market returns. They highlight that, while investing often yields higher long-term gains, psychological comfort from being mortgage-free can't be overlooked. The discussion includes how personal preferences and liquidity needs influence financial decisions. Ultimately, it's about aligning your financial choices with individual priorities and risk tolerance for a balanced approach.

Oct 1, 2025 • 17min
What to Do With Your 401k After Changing Jobs?
Quint and Allie talk about the ins and outs of rolling out a 401(k). Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Sep 29, 2025 • 20min
Budgeting for Period of Reduced Income
Hosts dive into the reality of budgeting during times of reduced income, focusing on maternity leave challenges. They explore the balance of financial strain versus emotional benefits when considering paternity leave. Personal stories highlight the importance of setting aside reserved funds for life’s planned events. Along the way, Allie and Quint sprinkle in light-hearted banter, making financial advice feel relatable and engaging.


