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
Oct 18, 2024 • 23min
How to Set Goals - The 5 F's
Join the hosts as they delve into the art of goal setting with a fun twist. Discover the 'Five Fs' framework that helps break down personal development into manageable areas. They emphasize the significance of intentional goals in fitness, finances, and relationships. With humorous anecdotes and structured approaches, they illuminate how to create supportive habits for success. Plus, learn the vital connection between expense tracking and financial goals, laying the groundwork for wealth accumulation. It’s a lively and insightful conversation!
Oct 16, 2024 • 17min
Selling Your Home? Now What?
Quint and Allie talk about the taxes of selling your home and how to potentially invest the proceeds.
Oct 14, 2024 • 16min
Selling Rental Property
Quint and Daniel talk about some real estate best practices.
Oct 11, 2024 • 22min
Tips for Young Adults
Logan and Allie talk about three tips that are important for young adults.
Oct 9, 2024 • 15min
Taking a Tax Loss in a Retirement Account
Quint and Allie talk about taxes in a retirement account and how to best manage your gains or losses.
Oct 7, 2024 • 20min
Which Healthcare Plan Should you Have?
Daniel and Logan talk about the pros and cons of PPO and HDHP healthcare plans.
Oct 4, 2024 • 22min
How Interest Rate Changes Impact You
Daniel and Logan talk about interest rate changes and how that change can ripple through your entire financial plan.
Oct 2, 2024 • 20min
Should I Borrow from my 401(k)?
Allie and Quint talk about some of the pitfalls of credit and if a 401(k) loan is ever a good idea.
Sep 30, 2024 • 20min
Beneficiary Designations
Dive into the critical world of beneficiary designations and their impact on estate planning. Learn how naming beneficiaries can simplify the transfer of assets, bypassing lengthy probate processes. Discover the importance of aligning these designations with your overall estate plan to safeguard your heirs' interests. The podcast also touches on the role of power of attorney and estate documents in managing affairs during incapacitation. Plus, explore the challenges of establishing trusts and the need for professional guidance in strategic asset management.
Sep 27, 2024 • 18min
When to hire a CPA?
The hosts kick off with amusing tales from their volleyball league, blending laughter with life's challenges. They then delve into a nostalgic reflection on high school and college sports, setting the stage for financial discussions. Key considerations for hiring a CPA are dissected, revealing how professional support can simplify tax complexities and provide peace of mind during audits. Finally, the conversation emphasizes the value of assembling a strategic financial team for entrepreneurs, highlighting CPAs' roles beyond just taxes.
