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
Jun 26, 2024 • 21min
Important Roth IRA Rules
The hosts delve into the complex five-year rules of Roth IRAs, discussing implications of withdrawing funds early, differences in rules for contributions and earnings, benefits for heirs, and advice on tapping into Roth money.
Jun 24, 2024 • 19min
Paying Off Your Mortgage
The hosts tackle the psychology versus math of mortgage repayment, revealing how emotions and personal situations shape financial decisions. They share travel tales, discussing free attractions and dining while touching on the significance of planning for retirement. The conversation emphasizes the benefits of paying off a mortgage for financial flexibility and investment opportunities during downturns. Effective strategies for maintaining liquidity while managing debt are also explored, highlighting the balance between financial discipline and risk management.
Jun 21, 2024 • 16min
DIY JR: When Should I Get a Credit Card?
Quint and Logan answer this question on how old you should be to consider getting a credit card.
Jun 19, 2024 • 22min
Should I Have Cash in My Retirement Account?
Logan and Quint unpack how much cash should be held within retirement accounts.
Jun 17, 2024 • 24min
Custodial Accounts & Kiddie Tax
Join the hosts as they share hilarious car buying tales and the bizarre world of rental cars. They dive into navigating custodial accounts and the mysterious kiddie tax, unraveling the complexities of managing investments for kids. Personal anecdotes blend seamlessly with strategies for maximizing tax efficiency. Plus, a spirited debate ensues over the merits of dividend stocks versus intrinsic value, bringing in a playful contest for listeners. It’s a mix of finance and fun!
Jun 14, 2024 • 16min
DIY Money Jr - Starting a Business and Giving Back
Quint and Allie answer one of the best junior questions we have ever gotten. They talk through building a business and giving back.
Jun 12, 2024 • 18min
What is a Donor-Advised Fund?
Quint and Daniel "get into the weeds" on a donor-advised fund.
Jun 10, 2024 • 20min
How Long Will I Live? What Should I Plan For?
One of the important aspects of a financial plan is how long that plan should last. Quint and Logan talk through how long to project out your financial plan.
Jun 7, 2024 • 19min
DIY Money Jr - In the Bank? Or in the Markets?
Logan and Quint answer a question for where a DIY Money Jr listener should start putting money.
Jun 5, 2024 • 19min
Where to Contribute Extra Funds?
Discussing where to contribute extra funds, the podcast covers topics like backdoor Roth contributions, maximizing investment opportunities outside retirement accounts, and determining investment options for surplus funds. It also touches on personal updates, triathlon training challenges, and the importance of maintaining a specific diet for peak performance.
