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

September 10, 2025 13 mins
One of the most important questions we hear: Am I on track and should I talk with someone.
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Allie and Quint talk about where to put retirement savings.
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September 5, 2025 13 mins
Quint and Logan talk about teaching kids how to save and invest.
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September 3, 2025 12 mins
Quint and Logan talk through building a new budget as life circumstances change.
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September 1, 2025 14 mins
How much saving is too much saving? Quint and Allie talk through how to balance saving versus living in the moment.
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August 29, 2025 15 mins
Quint and Logan talk about how to get a business off the ground and how to finance it.
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August 27, 2025 18 mins
Quint and Allie talk through cryptocurrencies and how it could play into your portfolio.
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August 25, 2025 20 mins
Logan and Allie talk through buying a used vehicle and what to be aware of during the process.
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August 22, 2025 17 mins
Quint and Logan talk about options and futures trading and if it makes sense in your financial plan.
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August 20, 2025 19 mins
We talk all the time about “5 years or less don’t invest” but what do you do when it is more than 5 years?
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Allie and Logan talk about accruing for annual expenses and if it’s better to pay down debt than set aside funds for those expenses.
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August 15, 2025 17 mins
Quint and Logan talk about different healthcare plans including Medicare and HSAs.
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August 13, 2025 16 mins
Allie and Quint answer a question about moving money to a Fintech firm.
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Quint and Logan talk through the other side of investing: withdrawling money and the best ways to do it.
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August 8, 2025 23 mins
Allie and Quint discuss some of the things they encourage your people and parents to think about when they go to college.
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August 6, 2025 17 mins
Sometimes it happens! Quint and Allie talk about when you have to tap your emergency fund.
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Quint and Allie talk through why it is beneficial to invest rather than keep money in the bank.
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August 1, 2025 16 mins
Quint and Logan talk about lending your stocks and how shorting stock works.
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July 30, 2025 12 mins
Quint and Allie talk through different types of accounts and when you may have too many.
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July 28, 2025 15 mins
Quint and Logan talk about the current market conditions and what they see on the horizon as well as current actions they are taking.
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