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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.

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

Allie and Logan talk about how to save before you spend and not the other way around. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Back to the Basics: Save First

Quint and Logan talk about the current volatility in the markets and how to evolve your emergency fund 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.

What Counts as an Emergency?

Quint and Allie talk about rebalancing your retirement accounts: how often, tax consequences, and why it is helpful. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Rebalancing Retirement Accounts

Quint and Allie talk about how to do periodic checks to ensure your money is working for you. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Back to the Basics: Checks and Balances

Quint and Logan talk through making retirement savings decisions if your company has a discretionary match. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Discretionary Match for Retirement

Quint and Logan talk about the different kinds of car insurance and what to consider for what type to have on your vehicle. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Best Car Insurance?

Quint and Logan talk about “good” debt versus “bad” debt. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Back to the Classroom: Good Debt, Bad Debt

Quint and Allie talk about how to be a saver versus an investor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

DIY Money Jr - Savings or Investing

Quint and Logan talk about understanding the different items on your brokerage statement. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Reading a Brokerage Statement

Quint and Allie take it back to the classroom and talk through how to handle the ups and downs of markets with lots of headlines. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Back to the Classroom: Dealing with Headlines

Quint and Allie talk about how to utilize a donor advised fund as a tax strategy.

 
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!

Donor Advised Fund

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