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
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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.
Jul 19, 2024 • 14min
DIY Money Jr: What to Invest In?
Quint and Logan talk about how to start investing in stocks and the market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 17, 2024 • 18min
Does Non-Interest Bearing Debt Matter?
Quint and Allie talk about zero interest loans and if you should have them. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 12, 2024 • 15min
DIY Money Jr - How to Start Saving for Retirement
Allie and Quint talk about how to get started early saving for retirement. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 10, 2024 • 16min
Being on the Deed v. on the Will
Discussion on the differences between being on a property deed and in a will, including tax considerations and legal protections. Exploring estate planning strategies to avoid probate and maximize benefits for beneficiaries through step-up in basis. Stress on holistic approach involving estate attorneys and financial planners for effective tax management.
Jul 9, 2024 • 20min
Fast Cash - Hard Cash or in the Bank?
Quint and Logan talk about the purpose of fast cash and how to keep it. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 5, 2024 • 17min
Debit Card or Credit Card
Quint and Allie talk about what you should use on a daily basis. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 3, 2024 • 12min
Student Loan Repayment
Quint and Daniel talk through student loans and how to approach repayment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
