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.
Latest episodes
Jul 18, 2025 • 14min
Big Beautiful Series: No Tax on Social Security?
Logan and Allie breakdown the Big Beautiful Bill’s adjustments to taxes for seniors.
Jul 16, 2025 • 15min
Big Beautiful Series: Tips and Overtime
Logan and Allie break down the new tax rules on tips and overtime.
Jul 14, 2025 • 20min
Big Beautiful Series: Market Impact
Quint and Logan talk through the market impact of the “Big Beautiful Bill” passing.
Jul 11, 2025 • 17min
Retirement Accounts in Trusts
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.
Jul 9, 2025 • 15min
Debts at Passing
Quint and Allie talk about what happens to debts after someone passes away.
Jul 7, 2025 • 17min
Index Fund Construction
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.
Jul 4, 2025 • 14min
DIY Money Jr - Impulse Buying
Logan and Allie talk about ways to avoid impulse buying.
Jul 2, 2025 • 15min
Saving By Giving: Donor Advised Fund
Logan and Allie talk through giving strategies and whether or not they can help you with monthly cash flow.
Jun 30, 2025 • 15min
Solo 401k v. Roth IRA
Discover effective saving principles tailored for small business owners. The hosts dive into retirement account options, showcasing the advantages of a Roth solo 401k over a Roth IRA. They discuss maximizing contributions and the importance of professional guidance in retirement planning. Learn why midterm financial goals should take precedent for those in their 40s. With a mix of humor and insightful anecdotes, the conversation is both engaging and educational.
Jun 27, 2025 • 21min
All Things Investing - Stock Picking
Dive into the exciting world of individual stock investing! Discover how asset allocation and diversification play vital roles in your investing journey. Beginners will appreciate insights on stock picking and the patience required in navigating market cycles. Learn to view your investments through the lens of ownership, fostering deeper understanding. Explore essential principles of systematic investing while embracing mistakes as learning opportunities. Plus, find out how research can elevate your stock market game!
