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
Dec 25, 2024 • 19min
Real Estate in a Roth IRA
Daniel and Allie talk about having real estate in an IRA.
Dec 23, 2024 • 16min
Setting up Kids for Success
The hosts kick off with humorous stories about a chilly office mishap, setting a light-hearted tone. They delve into essential financial strategies for the new year and emphasize audience engagement. The discussion then shifts to smart investment strategies for children's future needs, highlighting fund allocation tips. They explore equitable financial planning among siblings, stressing the importance of compound interest. Finally, they compare custodial accounts and brokerage accounts, advocating for financial literacy as a crucial gift for kids.
Dec 20, 2024 • 17min
Financial Must-Reads
Quint and Logan dive into the world of financial literature, offering must-read book recommendations just in time for the holiday season. They discuss how these books can enhance your investing mindset and personal finance knowledge. Notable titles like 'One Up on Wall Street' and 'Trade the Trader' are highlighted for their invaluable insights. The hosts emphasize the psychological aspects of money management and encourage sharing these resources for personal growth. Cozy up with a good book this winter!
Dec 18, 2024 • 19min
Robo/Digital Advisors
The hosts delve into the nuances of robo and digital advisors, weighing their pros and cons. They share lighthearted stories about holiday gift-giving challenges, transitioning to deeper discussions about the emotional impact of thoughtful presents. A touching tale emerges about gifting a musical instrument to a child, illustrating the importance of connection in gift-giving. The conversation wraps up with insights on the value of personalized financial advice versus automated options, emphasizing the significance of understanding one's unique financial needs.
Dec 16, 2024 • 17min
Why Analyze Individual Stocks?
Quint and Logan talk about why they analyze individual stocks but typically suggest indexed investments.
Dec 13, 2024 • 15min
Money Tips for the Holiday Season
Quint and Logan talk about how they manage money through the holiday season and how to prepare in advance for this time of year.
Dec 11, 2024 • 20min
Taxes on Inherited Trust
Quint and Allie talk about future tax consequences of putting funds in a trust.
Dec 9, 2024 • 14min
DIY Money Jr - Save or Invest?
Daniel and Quint talk about when you should be saving and when you should be investing.
Dec 6, 2024 • 15min
Psychology of Spending Money
Daniel and Allie talk about actually spending money versus our usual talk of saving.
Dec 4, 2024 • 23min
Careers in Wealth Management
Logan and Allie talk about different careers in Wealth Management and pathways to get to there.
