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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
- Combining Retirement Accounts
Quint and Allie discuss what accounts can be combined and if you should consolidate accounts.
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19 min - Preparing for a Recession
With the potential of a recession on the horizon, Daniel and Logan talk about how he has advised clients through recessions in the past.
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20 min - DIY Money Jr - Buying Partial Shares
Logan and Daniel answer a DIY Money Junior question about buying partial shares when you have small dollar amounts to invest.
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16 min - What Account Should You Use?
Allie and Logan talk through which accounts to use when saving for retirement.
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17 min - DIY Money Steps
Allie in Quint go back and review the basic DIY Money steps.
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19 min - Making up for Lost Time in Investing
What do you do if you are behind on investing? Quint and Logan talk about how to get started saving for yourself or others and what to do if you are behind.
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20 min - How Much Do I Need for Retirement?
Quint and Allie talk about dollar amount goals for retirement. What should you target? What is a good rule of thumb?
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20 min - Why is Paying off Debt Important?
Daniel and Logan talk about the importance of debt payoff and why it is so crucial for building wealth.
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19 min - Creating Your First Budget
Allie and Logan talk about how to set up your first budget.
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17 min - Switching to Roth
Daniel and Allie answer a question about switching your retirement contributions from Traditional to Roth.
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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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