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Stígðu inn í heim af óteljandi sögum

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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 about analyst price targets and how they can be used in your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Stock Price Targets

Quint and Logan have a conversation about the recent ups and downs of the market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Responding to Volatility in Markets

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.

Roth v. Taxable Account

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.

Teaching your Kids about Finances

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.

When to Refinance?

Logan and Allie talk about ways to allocate 529 accounts and how to adjust allocation over time. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Allocation in 529 Plan

Whether from an inheritance, a property sale, or large bonus investing a large chunk of money can be intimidating. Allie and Logan break down how they would approach it. 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 Invest Large Chunks of Money?

Logan and Allie discuss if after-tax or pre-tax is better for savings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Traditional or Roth

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.

Having a Child Financial Checklist

Logan and Allie talk about strategic ways to take capital gains. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Capital Gains Harvesting

Allie and Logan talk about some of the tax consequences of trust accounts and whether it is helpful to put your IRA in a trust after you pass. Hosted by Simplecast, an AdsWizz company. See https://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!

Retirement Accounts in Trusts

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