

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

Jul 24, 2023 • 20min
Employee Stock Purchase Plans
On this episode of DIY Money, Quint and Daniel talk about Employee Stock Purchase Plans.

Jul 21, 2023 • 21min
How to Get Past the Fear of Investing?
On this episode of DIY Money, Quint and Logan talk about the important mental aspect of investing.

Jul 19, 2023 • 17min
529 Penalties and Taxes
On this episode of DIY Money, Quint and Logan clarify what actual fees and taxes you could pay on a 529 plan. They talk about some of the benefits of this plan as well.

Jul 17, 2023 • 19min
Lump Sum Pension or Annuity Payout?
On this episode of DIY Money, Quint and Logan break down decisions between a lump sum rollover of a pension or turning it into a annuity stream.

Jul 14, 2023 • 13min
What Should I Deduct on My Taxes?
On this episode of DIY Money, Allie and Quint talk about tax deductions and if itemization is worth it.

Jul 12, 2023 • 15min
What Is a Wash Sale and How to Avoid It?
On this episode of DIY Money, Quint and Daniel talk through the intricacies of wash sales for investments.

Jul 10, 2023 • 15min
Look Out, Student Loans are Back
On this episode of DIY Money, Quint and Daniel talk about student loans resuming and saving for bigger expenses.

Jul 7, 2023 • 14min
Different Types of Custodial Account
On this episode of DIY Money, Daniel and Logan talk about the different types of custodial accounts.

Jul 5, 2023 • 17min
Setting Up a Retirement Plan at Work
On this episode of DIY Money, Daniel and Logan talk through setting up a retirement plan for a small business.

Jul 4, 2023 • 24min
Should I Buy an Annuity?
On this episode of DIY Money, Daniel and Logan discuss what annuities are and our thoughts on them.