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
Oct 25, 2023 • 16min
DIY Money JR - First Time Investing
Logan and Allie discuss starting investing, including opening a custodial Roth IRA and investing in the S&P 500. They also talk about understanding custodial accounts, long-term investing, and the importance of discipline in investing.
6 snips
Oct 23, 2023 • 22min
Determining a Companies Financial Health
The podcast discusses analyzing companies, understanding cash flows, and the importance of genuine passion in researching individual equities. It also explores the difference between being a chef and analyzing companies, the value of free cash flow analysis, and determining company value through discounted cash flow models.
Oct 20, 2023 • 16min
Are Managed Funds Worth the Fees?
Exploring the worth of managed funds and their fees, comparing active managed funds with index funds, discussing the impact of fees on investment performance, and evaluating the value of financial advice fees in investment management and financial planning.
Oct 18, 2023 • 13min
Can an HSA Also Be an Emergency Fund?
On this episode of DIY Money, Quint and Allie talk about utilizing an HSA as a backup emergency fund.
Oct 16, 2023 • 18min
Managing Credit Cards and Building Credit
Exploring how to manage credit cards effectively for building credit, including using specific cards for travel rewards and maintaining good credit habits. Delving into strategies for choosing the right credit card, avoiding pitfalls of store credit cards, and managing credit utilization to make prudent financial decisions.
Oct 13, 2023 • 18min
Where to Put Margin?
On this episode of DIY Money, Quint and Allie answer a classic question of where to allocate funds. Should you put more towards paying off your house? Or utilize an HSA account?
Oct 11, 2023 • 15min
DIY Money JR - Why Should You Start Saving Early?
On this episode of DIY Money Junior, Quint and Daniel talk about the power of compounding and how important it can be to start saving early.
Oct 9, 2023 • 19min
Money Market for Your Emergency Fund?
The hosts discuss the idea of moving an emergency fund to a money market fund for higher interest rates, highlighting the importance of building and maintaining an emergency fund in high-yield savings accounts. They also talk about the significance of selecting the right financial institution for savings and the importance of having physical cash on hand for emergencies.
Oct 6, 2023 • 24min
Changing Allocation as You Approach Retirement
On this episode of DIY Money, Daniel and Quint talk about transitioning investments towards a dividend portfolio as you near retirement.
Oct 4, 2023 • 20min
Real Estate Syndicate
In this podcast, the hosts discuss real estate syndicates and their role in investment portfolios. They also share nostalgic memories of the Oregon Trail game and reflect on the vastness of national parks. The speakers talk about physical activities, injuries, and promote a sponsor's wealth development program. They explore the concept of real estate syndicates and provide personal parameters for investment. The significance of accredited investors and finding trustworthy syndicators is also discussed, along with personal experiences in horse and hotel investments.
