

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

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.

Mar 4, 2024 • 23min
How to Charitably Give Stock
Quint and Logan talk through tax advantages and strategies for giving stock to charity.

Mar 1, 2024 • 17min
Where to Hold Your Emergency Fund
Daniel and Allie talk through where to hold your emergency fund.

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

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.

Feb 23, 2024 • 16min
How to Track Expenses
Logan and Allie talk about apps and resources to help you track your expenses.

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.

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.

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.

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.