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Bleav

Jill On Money

savings

CFP® a passionate look at everything money from budgeting

bonds

Smart Money

Quint Tatro & Daniel Czulno

stocks

investing

BiggerPockets it’s worth a listen!

debt. For those that enjoy Dave Ramsey

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

Daniel and Quint talk about when you should be saving and when you should be investing.

DIY Money Jr - Save or Invest?

Quint and Allie talk about future tax consequences of putting funds in a trust.

Taxes on Inherited Trust

Quint and Logan talk about how they manage money through the holiday season and how to prepare in advance for this time of year.

Money Tips for the Holiday Season

Quint and Logan talk about why they analyze individual stocks but typically suggest indexed investments.

Why Analyze Individual Stocks?

Quint and Allie talk about robo or digital advisors. They discuss the good and the bad of utilizing one of these advisors.

Robo/Digital Advisors

Quint and Logan give financial and motivational book recommendations.

Financial Must-Reads

Logan and Allie talk through how to set up children for financial success.

Setting up Kids for Success

Daniel and Allie talk about having real estate in an IRA.

Real Estate in a Roth IRA

Allie and Logan talk through what sales tax is and what it is used for.

DIY Money Jr - What is Sales Tax

End of Year Wrap Up

Allie and Logan talk about some of the tax consequences of trust accounts and whether it is helpful to put your IRA in a trust after you pass.

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!

Retirement Accounts in Trusts

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