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Daniel Czulno

Quint Tatro

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.

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Logan and Allie talk through the basics of starting your budget. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Budgeting 101

Quint and Allie kick off the new year with back to the basics laying out the fundamentals of the DIY Money process. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Back to the Basics: Built Different

To close out the year, Quint and Logan go back to the classroom and breakdown all things Roth. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Roth 101

Quint and Allie talk about what an HSA is and how best to invest it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Investing in Your HSA

Quint and Logan talk through this junior question about where to invest and what options to consider. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

DIY Money Jr - Where to Invest

Quint and Allie talk about TRADITIONS and great last minute gift ideas. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Last Minute Gift Ideas

Logan and Quint dive into a whether or not a Roth IRA is a good option for your financial plan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Do I need a Roth?

Quint and Allie talk about setting goals for 2026. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Five F's - Goal Setting

Logan and Quint explain a term that is thrown around all the time. They explain what market cap is and why it matters for your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

What is Market Cap?

Quint and Allie talk through the difference between a money market account and high yield savings account. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

HYSA v. Money Market

Jill on Money

savings

bonds

Smart Money

stocks

investing

CFP®

and Allie Howard

and taxes. For those that enjoy Dave Ramsey

CPA take a passionate look at all things money from budgeting

debt

it is worth a listen!

or Bigger Pockets

Logan Gilland

On this episode of DIY Money, Quint and Daniel discuss backdoor Roth conversion strategy and share their thoughts on utilizing it.

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bleav + 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!

Backdoor Roth Conversion Strategy

Lyt når som helst, hvor som helst

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