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!

A field guide for the DIY investor or those looking to excel in their own personal finance journey.

  • 15 minutes 48 seconds
    Setting up Kids for Success

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

    23 December 2024, 9:00 am
  • 16 minutes 53 seconds
    Financial Must-Reads

    Quint and Logan give financial and motivational book recommendations.

    20 December 2024, 9:00 am
  • 19 minutes 6 seconds
    Robo/Digital Advisors

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

    18 December 2024, 9:00 am
  • 16 minutes 51 seconds
    Why Analyze Individual Stocks?

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

    16 December 2024, 9:00 am
  • 14 minutes 58 seconds
    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.

    13 December 2024, 9:00 am
  • 19 minutes 35 seconds
    Taxes on Inherited Trust

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

    11 December 2024, 9:00 am
  • 13 minutes 48 seconds
    DIY Money Jr - Save or Invest?

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

    9 December 2024, 9:00 am
  • 14 minutes 40 seconds
    Psychology of Spending Money

    Daniel and Allie talk about actually spending money versus our usual talk of saving.

    6 December 2024, 9:00 am
  • 23 minutes 9 seconds
    Careers in Wealth Management

    Logan and Allie talk about different careers in Wealth Management and pathways to get to there.

    4 December 2024, 9:00 am
  • 18 minutes 23 seconds
    Paper Trading?

    Daniel and Logan talk about paper trading: what it is, how to do it, and if it is valuable for learning about trading.

    2 December 2024, 9:00 am
  • 21 minutes 13 seconds
    Tax-Advantaged Charitable Giving

    Allie and Logan talk about giving to charities in the most tax efficient ways.

    29 November 2024, 9:00 am
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