DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav
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.
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
Mentioned books
Dec 4, 2024 • 23min
Careers in Wealth Management
Logan and Allie talk about different careers in Wealth Management and pathways to get to there.
Dec 2, 2024 • 18min
Paper Trading?
Daniel and Logan talk about paper trading: what it is, how to do it, and if it is valuable for learning about trading.
Nov 29, 2024 • 21min
Tax-Advantaged Charitable Giving
Allie and Logan talk about giving to charities in the most tax efficient ways.
Nov 27, 2024 • 15min
DIY Money Jr - Financial Books for Starting Out
Quint and Logan talk about what to read and listen to when you are first starting to learn about money. Check out our previous episode where we interviewed Ian McMillan who wrote “What Is A Stock”.
Nov 25, 2024 • 20min
Saving Without Social Security
Discover a unique take on budgeting with the 10/10/80 plan, emphasizing saving and giving first, especially if Social Security isn't in your future. Listen in as the hosts share personal tales of car expenses and Thanksgiving meal debates, blending humor with financial wisdom. Dive into the intricacies of clergy pensions and the complexities of Social Security, highlighting crucial strategies for savvy retirement planning. This insightful discussion balances lighthearted culinary chats with serious financial topics, making it a fun and informative listen.
Nov 22, 2024 • 20min
Market Talk
Quint and Logan talk about the state of the market and things to think about moving forward.
Nov 20, 2024 • 18min
Pension in Retirement
Quint and Allie talk about pensions and how to plan for them.
Nov 18, 2024 • 21min
What are RSUs?
Quint and Daniel talk about Restricted Stock Units and how different company stock plans can play into your financial plan.
Nov 15, 2024 • 13min
Investment Considerations for End of Year
Quint and Logan talk about important items to consider before the end of the year in your investment accounts.
Nov 13, 2024 • 18min
Helping Family With Money
Struggling to balance personal finances while helping family? You'll find relatable humor as the hosts discuss the challenges of personal fitness and finances. Delve into the complexities of familial financial dynamics, where tough conversations about irresponsibility can lead to significant insights. They explore the art of setting boundaries, promoting healthy communication, and the importance of early financial education to foster responsible spending. It’s all about supporting loved ones while ensuring your own financial stability!
