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 2, 2023 • 16min
Excess Contributions and Tax Strategies
The hosts discuss excess contributions to retirement accounts and tax strategies to consider. They also touch on frustrations with a new car purchase, upcoming interviews, and the pros and cons of filing separately for loan repayment plans.
Sep 29, 2023 • 15min
Roth Or Brokerage Account
On this episode of DIY Money, Quint and Daniel talk about contributing to a brokerage account versus a Roth IRA account.
Sep 27, 2023 • 16min
Benefits of Traditional and Roth IRAs
On this episode of DIY Money, Quint and Daniel talk about the benefits of IRAs and whether it makes sense to do a backdoor Roth IRA contribution.
Sep 25, 2023 • 18min
Self-Employment Tax and Retirement Strategies
On this episode of DIY Money, Quint and Daniel talk about taxes and saving for retirement when you are self-employed.
Sep 22, 2023 • 17min
Taxes and Marriage
Learn about how taxes change after marriage and how to adjust your financial plan. Discover the advantages of filing taxes jointly, maximizing savings, and using financial tools for tax-efficient savings. Explore the changes in financial planning after getting married, emphasizing conversations about finances beforehand. Get strategies and goals for couples, including unique saving and investment strategies.
Sep 20, 2023 • 15min
Different Types of Bonds
On this episode of DIY Money, Quint and Daniel talk about the different types of bonds and where those belong in your portfolio.
Sep 18, 2023 • 15min
Buying an Active Fund in Your Retirement Account
On this episode of DIY Money, Quint and Daniel talk about diversification and buying actively managed funds in your retirement account.
Sep 15, 2023 • 17min
Fix Your Car or Get a New One?
The hosts discuss whether to fix or get a new car, considering the value beyond repair costs and tax benefits of donating. They also highlight the importance of aligning financial goals, share personal car problem experiences, and explore decision-making processes for repairing or buying cars and items.
Sep 13, 2023 • 16min
Over or Under Funding a 529 Plan
On this episode of DIY Money, Quint and Allie talk about over or under funding a 529 plan when saving for education.
Sep 11, 2023 • 18min
Should I Sell a Stock that Has a Loss?
On this episode of DIY Money, Quint and Logan talk about investments that have been losers. Should you sell or hold?
