
DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
DIY Money·931 episodes
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...
Episodes
AI and this new technology could change a lot about this world. What does it mean for the average person or investor? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Like most things, success in finance requires building healthy habits. Quint and Logan talk through their most important habits to develop early on. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Step 1 of the DIY Money steps is tracking your expenses. Quint and Logan talk through how to track your expenses and why it is the foundation of DIY Money. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Quint and Logan break down how to plan long term for a rental property and how to evaluate if a rental is a good deal or not. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Should you invest all savings into Roth or invest in a different way? Quint and Logan talk through their thoughts. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Quint and Logan talk through the most common and harmful financial mistakes they see. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Quint and Allie break down the cost of investments and what to watch out for with each investment you buy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Striking the right balance between excitement over short term gain versus being a long term investor is difficult. Quint and Allie talk through how they encourage others. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Quint and Allie break down some of the best tools to use on your financial journey. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
On this episode, Logan and Quint break down what to automate and what still needs a human hand on it: paychecks splitting into savings, bills paying themselves, retirement contributions, and budgeting. They also talk about where automation can go wrong if you set it and never check it again. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Quint and Logan break out the DIY Money steps and where to save extra funds. Especially where retirement savings should be going. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
On this episode, Logan and Quint walk through what to do after you've had to tap your savings. Whether that is building back up your emergency fund through margin or using your brokerage account to top it back off without wrecking your long term investing plan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
How should you handle market declines and is staying the course really the best option? Quint and Allie go through how to think about these things. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
It is an easy trap to fall into. Allie and Quint talk about the dangers of credit and how to stick on the right path with your finances. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
A windfall, an inheritance, bonus, settlement, even a big tax refund, can feel like found money. The temptation is to spend it fast. Allie and Quint break down where windfalls usually come from, the mistakes that turn a blessing into a regret, and a simple framework for deciding how much goes to debt, savings, and actually enjoying it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
SpaceX. Anthropocene, and Open AI this year feels like the year of big IPOs. Quint and Allie break them down and talk through if they are a good investment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Owning stock is one thing. Understanding it is another. Logan and Allie walk through how to get your kids genuinely curious about money and investing. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Quint and Logan talk through risk, diversification, and riding the waves 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.
You’ve probably heard of EE savings bonds but do you actually know how they work? Allie and Logan walk through the basics: how they’re purchased, the critical 20-year doubling feature, and what to do when they mature. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
At a point your business becomes large enough to start a retirement plan. Allie and Logan break down the different kinds along with their pros and cons. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Allie and Logan talk through a “sensitive” topic. The true cost of a car and how to account for it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trusts can be complex. Quint and Logan talk about who should be the manager or trustee. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
What are the biggest financial mistakes people make in their 30s and 40s? Allie and Logan give their input. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
What are bonds? Do they belong in your portfolio? What is the point of having them? Allie and Logan go in depth on all things bonds. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Some of life’s biggest moments come with serious financial weight. Whether you’re getting married, navigating a divorce, welcoming a child, or facing an unexpected job loss, the way you handle money during a transition can shape everything that comes after. Allie and Logan discuss how to handle these times. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Do you need it? Should you have it? Why is it good for your plan or not? Quint and Allie talk through long term care insurance. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
How do you retire at 48? Logan interviews Quint to learn about the stories and discipline that made it a reality. 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 take Social Security is not an easy decision. Quint and Logan talk through some of the strategies to consider including investing your social security. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
It’s one of the most overlooked settings in your investment account and most people set it once and never think about it again. Quint and Logan dig into the reinvest-or-not question, who should be doing what, and why the answer might be different for different life stages. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
No credit history doesn't have to mean no options. Quint and Allie lay out a game plan for building credit from the ground up. What accounts to open, what habits to build, and how to establish a strong score without falling into debt traps. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Giving stock to kids sounds simple but you have to be aware of the tax implications. Quint and Logan walk through how the taxes work for kids that have stock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
ETF, mutual fund, index fund you've heard all three, but do you know the real difference? Quint and Logan cut through the jargon and explain how each one works, what they cost, and which might make the most sense for your investing strategy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Your brain is working against your portfolio. Quint and Allie break down the most common behavioral biases that trip up everyday investors and the practical steps you can take to get out of your own way. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Quint and Logan talk through how to save if you do not have a company retirement plan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Quint and Logan talk through combining finances and what that can look like. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Quint and Logan talk about why investing is not gambling. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Quint and Logan talk through the student aid index and how to ultimately pay for college education. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Quint and Logan break down how to take out of your retirement account. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Logan and Allie go back to the classroom and talk through the 8th wonder of the world: compound interest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Logan and Allie talk through fidelity zero funds versus other low cost mutual funds. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Quint and Logan breakdown backdoor Roth IRA contributions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Quint and Allie talk through the federal form for tax withholding. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Quint and Allie talk through a junior question about where money came from and how it all started. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Allie and Quint talk through building a personal net worth statement and what should be included. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Quint and Allie talk through the recent market challenges and how to navigate difficult market times. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Quint and Allie talk through debt consolidation and how to dig out of a difficult debt situation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Quint and Allie weigh the risk and rewards of moving jobs and how to factor in ancillary benefits. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Quint and Logan talk through the best times to be a seller in 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.
Quint and Logan talk through different types of healthcare plans. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Quint and Allie talk through diversifcation and what areas make sense to add to 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.
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