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

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

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.

Episodes

July 23, 2025 16 mins
Quint and Allie talk about navigating the current debt and interest rate market.
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Quint and Logan talk about analyzing companies through their earnings numbers and multiples.
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Logan and Allie breakdown the Big Beautiful Bill’s adjustments to taxes for seniors.
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Logan and Allie break down the new tax rules on tips and overtime.
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July 14, 2025 19 mins
Quint and Logan talk through the market impact of the “Big Beautiful Bill” passing.
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July 11, 2025 17 mins
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.
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July 9, 2025 14 mins
Quint and Allie talk about what happens to debts after someone passes away.
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July 7, 2025 17 mins
Quint and Logan talk about the difference in small cap index funds and large cap index funds and the place both could have in your portfolio.
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July 4, 2025 13 mins
Logan and Allie talk about ways to avoid impulse buying.
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July 2, 2025 14 mins
Logan and Allie talk through giving strategies and whether or not they can help you with monthly cash flow.
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June 30, 2025 15 mins
Logan and Allie talk about good saving principles to follow especially when you have a small business.
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June 27, 2025 21 mins
Logan and Quint talk all things individual stocks.
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Quint and Logan talk about the basics of laying your investing foundation.
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Quint and Allie kick off a three part series on investing. They discuss different investment accounts and the taxes of each.
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June 20, 2025 15 mins
Allie and Logan break down buying fractional shares and the benefits of doing so.
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Logan and Allie answer a junior question about getting started with investing and how much to invest.
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June 13, 2025 13 mins
Allie and Quint talk about utilizing a 529 account.
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June 11, 2025 16 mins
Quint and Allie talk about what to look for if you want a financial advisor.
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June 9, 2025 16 mins
Quint and Logan talk about the differences in mutual funds and ETFs and what to use in your portfolio.
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