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
Nov 11, 2020 • 17min
Cash Value Life Insurance
On this episode of DIY Money, Quint and Daniel discuss their thoughts on cash value life insurance and whether it is the right fit for you. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 8, 2020 • 15min
How Do You Save for a Wedding and a House?
On this episode of DIY Money, Quint and Daniel talk all things from buying a house, paying off debt, and whether you should use your 401K 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.
Nov 4, 2020 • 17min
4% Withdrawl Rule
On this episode of DIY Money, Quint and Daniel discuss how to determine how much you should be planning on saving for retirement and whether the 4% withdrawal rule is still valid. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 1, 2020 • 15min
What to Expect From a Financial Planner
On this episode of DIY Money, Quint and Daniel discuss what you should expect when you are planning to meet with a financial advisor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 28, 2020 • 13min
How to Legitimize a Business
On this episode of DIY Money, Quint and Daniel give advice on how to legitimize a business. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 25, 2020 • 13min
How to Save for Short-Term Goals
On this episode of DIY Money, Quint and Daniel share their personal strategies for saving for short-term financial goals. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 21, 2020 • 14min
Dollar-Cost Averaging Vs. Lump-Sum Investing
On this episode of DIY Money, Quint and Daniel talk about the differences between two different investment strategies and what may be best for you depending on your timeline. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 19, 2020 • 15min
Index Funds vs Total Market
On this episode of DIY Money, Quint and Daniel talk about the differences between investing in a total stock market index fund and an S&P 500 index fund. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 14, 2020 • 14min
Financial Planning for Relatives With Special Needs
On this episode of DIY Money, Quint and Daniel discuss saving and planning for a family member or a loved one with special needs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 11, 2020 • 14min
Maxing Out a 401K and Early Retirement
On this episode of DIY Money, Quint and Daniel give their advice on what to do if you are looking to retire early and strategies for avoiding a large tax burden when you are maxing out your 401K. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
