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Astu lugude lõputusse maailma

Loe ja kuula

Bleav

Jill On Money

savings

CFP® a passionate look at everything money from budgeting

bonds

Smart Money

Quint Tatro & Daniel Czulno

stocks

investing

BiggerPockets it’s worth a listen!

debt. For those that enjoy Dave Ramsey

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.

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

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.

How to Budget for a Bonus?

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.

How are Financial Advisors Compensated?

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.

Budgeting With a Stay at Home Parent

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.

How to Narrow Down Investing Options

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.

Roth 401(k) v. Roth IRA

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.

Keep It Simple!

Put money towards the mortgage or a brokerage account? Allie and Quint break it down. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Should I pay down my Mortgage with Margin?

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.

What to Do With Your 401k After Changing Jobs?

Challenging times will come, Allie and Quint talk about navigating them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Budgeting for Period of Reduced Income

Quint and Logan talk about market cycles and what they have learned from them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

The Market Ride

Quint and Allie talk about future tax consequences of putting funds in a trust.

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

Taxes on Inherited Trust

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