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
undefined
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.
undefined
Mar 4, 2024 • 23min

How to Charitably Give Stock

Quint and Logan talk through tax advantages and strategies for giving stock to charity. 
undefined
Mar 1, 2024 • 17min

Where to Hold Your Emergency Fund

Daniel and Allie talk through where to hold your emergency fund.
undefined
Feb 28, 2024 • 14min

Basics of a Roth IRA

Discussion on celebrating holidays leads to listener questions on opening Roth IRA accounts, navigating tax implications between Roth and traditional IRAs, complexities of choosing custodians, and starting with mutual funds for beginners
undefined
Feb 26, 2024 • 17min

How to Invest in Different Accounts

Daniel and Logan discuss the differences between ETFs and Mutual Funds, exploring how to invest in different accounts. They cover investment philosophy, tax implications, and strategic approaches for different timelines and risk profiles.
undefined
Feb 23, 2024 • 16min

How to Track Expenses

Logan and Allie talk about apps and resources to help you track your expenses.
undefined
Feb 21, 2024 • 18min

HSA v. Paying off Mortgage

Quint and Logan talk about funding an HSA versus funding other goals like paying off your house.
undefined
Feb 19, 2024 • 20min

Backdoor Roth IRA

The podcast covers the ins and outs of utilizing a backdoor Roth IRA, including when and how to implement this strategy. They discuss the importance of understanding income thresholds, deductible contributions, and the pro-rata rule. The hosts also touch on the legality of utilizing this strategy with caution and conservative contribution management.
undefined
Feb 16, 2024 • 16min

DIY Money Jr - How to Make Money as a Kid

Quint and Logan answer this question and tell stories about how to make money when you are young.
undefined
Feb 14, 2024 • 21min

Keep Funds in a Business or Take Money Out?

Quint and Allie talk about reinvesting funds into your business or taking that money out for your benefit. 

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app