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
Aug 12, 2024 • 19min
How Much Do I Need for Retirement?
Quint and Allie talk about dollar amount goals for retirement. What should you target? What is a good rule of thumb?
Aug 9, 2024 • 18min
Why is Paying off Debt Important?
Daniel and Logan talk about the importance of debt payoff and why it is so crucial for building wealth.
Aug 7, 2024 • 17min
Creating Your First Budget
Discover the humor behind Olympic competitions as hosts reflect on their limited athlete knowledge and imagine an average competitor. Dive into the essentials of starting your first budget by analyzing past spending patterns. Gain insights on the common challenges of budgeting and learn how to adjust your approach for long-term success. Emphasizing the importance of proactive expense tracking, the hosts share tips to make budgeting an enjoyable experience while aligning your finances with personal values.
Aug 5, 2024 • 16min
Switching to Roth
The hosts kick things off with a light chat about summer plans and their love for instant coffee. They dive deeper into the world of instant coffee, sharing amusing anecdotes and its social dynamics. The conversation smoothly shifts to the intricacies of transitioning from traditional 401k to Roth accounts, highlighting tax benefits and the implications of employer matches. Listeners also gain insights into in-service conversions and the careful planning required around tax implications. It's a blend of humor, personal stories, and valuable financial advice!
Aug 2, 2024 • 16min
What to Expect in an Election Year
Quint and Logan talk about how to manage your finances in an election year and what to expect.
Jul 31, 2024 • 18min
Saving for Larger Goals
Quint and Allie talk about anniversary gifts and saving for bigger goals.
Jul 29, 2024 • 16min
Planning for a Pension
Quint and Logan talk about how to factor a pension into your financial planning.
Jul 26, 2024 • 15min
Rebalancing 101
Join the hosts as they dive into the art of portfolio rebalancing, emphasizing its necessity in achieving financial goals. Discover the fine balance between stocks and bonds, and learn innovative strategies that go beyond traditional methods. They also stress the importance of discipline in your investment journey, drawing parallels to fitness training. With insights on adjusting your portfolio through changing life circumstances and market conditions, this conversation is packed with actionable financial wisdom.
Jul 24, 2024 • 17min
Roth IRA Basics
Quint and Allie talk about the basics of a Roth IRA and if you should use one.
Jul 22, 2024 • 22min
The Housing Market
The hosts dive into the intricacies of the current housing market, exploring challenges like home affordability and the economic factors at play. They discuss investment strategies, emphasizing the importance of cash flow and the 'rule of 1%' for assessing properties. The conversation also covers shifting investor priorities, reflecting on past housing crises and their impacts on families. With humor and personal stories, they navigate both life and market challenges, providing insights for navigating this complex landscape.
