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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Based on Podcast App listening data
DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing episodes
- Taking a Tax Loss in a Retirement Account
Quint and Allie talk about taxes in a retirement account and how to best manage your gains or losses.
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16 min - Which Healthcare Plan Should you Have?
Daniel and Logan talk about the pros and cons of PPO and HDHP healthcare plans.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
21 min - How Interest Rate Changes Impact You
Daniel and Logan talk about interest rate changes and how that change can ripple through your entire financial plan.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
23 min - Should I Borrow from my 401(k)?
Allie and Quint talk about some of the pitfalls of credit and if a 401(k) loan is ever a good idea.
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21 min - Beneficiary Designations
Quint and Logan talk about naming beneficiaries on your assets and making sure your wishes are fulfilled correctly.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
20 min - When to hire a CPA?
Allie and Quint talk about when to bring on a professional for your taxes.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
18 min - DIY Money Jr - Getting Involved in Finance
Quint and Logan discuss how to explore finance early on in life. They talk about starting to invest and how to learn about this world regardless of what field you pursue.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
17 min - Saving for Mid-Term Goals
Daniel and Quint talk about ways to save outside of a retirement account.
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14 min - Estate Planning
Quint and Logan break down wills, trusts, and the additional documents you may need for your estate plan.
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25 min - Planning for an Inheritance
Quint and Allie talk about how to plan for an inheritance.
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17 min
About DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
From the publisher's feed
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.
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