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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.

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

Allie and Logan talk about accruing for annual expenses and if it’s better to pay down debt than set aside funds for those expenses.

Savings for Annual Expenses v. Paying Down Debt

Quint and Logan talk about different healthcare plans including Medicare and HSAs.

Medicare or HSA Plan

Allie and Quint answer a question about moving money to a Fintech firm.

What is FINTECH?

Quint and Logan talk through the other side of investing: withdrawling money and the best ways to do it.

Dollar Cost Averaging When Taking Distributions

Allie and Quint discuss some of the things they encourage your people and parents to think about when they go to college.

Going off to College

Sometimes it happens! Quint and Allie talk about when you have to tap your emergency fund.

Using the Emergency Fund

Quint and Allie talk through why it is beneficial to invest rather than keep money in the bank.

DIY Money Jr - Why do Markets Return More than the Bank?

Quint and Logan talk about lending your stocks and how shorting stock works.

Short Positions and Lending Stock

Quint and Allie talk through different types of accounts and when you may have too many.

How Many Accounts are Too Many?

Quint and Logan talk about the current market conditions and what they see on the horizon as well as current actions they are taking.

Market Update

Quint and Logan talk about investing in Roth IRAs and how it compares to the rest of your portfolio.

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!

Take More Risk in a Roth?

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