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
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Mar 27, 2024 • 16min

Changing Investment Strategy

Quint and Daniel talk through changing investment strategies from individual stocks to index funds and ETFs.
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Mar 25, 2024 • 19min

Bringing on a Tax Advisor?

Logan and Allie talk through how to build a team of advisors around you and when you need to do so.
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Mar 22, 2024 • 25min

How to Evaluate Individual Stocks

Quint and Logan discuss how to evaluate individual stocks and their earnings reports. 
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Mar 20, 2024 • 19min

When Do You Need a Trust?

Daniel and Quint talk about estate planning and when it is important to get a trust in place.
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Mar 18, 2024 • 14min

Filing Jointly Versus Separately

Quint and Allie talk through filing taxes jointly versus separately and why you would do either.
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Mar 15, 2024 • 17min

DIY Money Jr - Should I Own Gold?

The hosts discuss owning gold as currency, explore US transition from gold-backed to fiat currency, history of the US dollar, implications of inflation, and importance of research in investment decisions.
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Mar 13, 2024 • 17min

Pulling Funds from Your 401K

Logan and Allie dive into the tax consequence of pulling money out of your 401K. They also touch on strategies for tax management when living outside of the US. 
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Mar 11, 2024 • 17min

How to Network - Question from Will Levis, NFL Quarterback of the Tennessee Titans

Quint and Logan answer a great question about networking from NFL quarterback of the Tennessee Titans, Will Levis.
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Mar 8, 2024 • 17min

Using Credit Cards - Sponsored by Wallet Hub

Hosts discuss pitfalls of credit, choosing credit cards wisely, benefits of credit card points, and maximizing rewards for travel experiences. Emphasis on responsible credit card usage, managing debt, and optimizing credit ratings.
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Mar 6, 2024 • 23min

Accounts for Kids: UTMA v. UGMA

Quint and Logan talk about various investment accounts for kids, what the different acronyms mean, and the best one to save for your child.

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