DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Episodes
Calculating Net Worth
13 Apr 2026
Contributed by Lukas
Allie and Quint talk through building a personal net worth statement and what should be included. Hosted by Simplecast, an AdsWizz company. See https...
Market Meltdown
10 Apr 2026
Contributed by Lukas
Quint and Allie talk through the recent market challenges and how to navigate difficult market times. Hosted by Simplecast, an AdsWizz company. See h...
Debt Consolidation
08 Apr 2026
Contributed by Lukas
Quint and Allie talk through debt consolidation and how to dig out of a difficult debt situation. Hosted by Simplecast, an AdsWizz company. See https:...
Should I Move Jobs?
06 Apr 2026
Contributed by Lukas
Quint and Allie weigh the risk and rewards of moving jobs and how to factor in ancillary benefits. Hosted by Simplecast, an AdsWizz company. See http...
Back to the Basics: When Should I Sell?
03 Apr 2026
Contributed by Lukas
Quint and Logan talk through the best times to be a seller in the market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for i...
PPO or HSA
01 Apr 2026
Contributed by Lukas
Quint and Logan talk through different types of healthcare plans. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for informati...
Do I need International Funds?
30 Mar 2026
Contributed by Lukas
Quint and Allie talk through diversifcation and what areas make sense to add to your portfolio. Hosted by Simplecast, an AdsWizz company. See https://...
Back to the Classroom: What are Asset Classes
27 Mar 2026
Contributed by Lukas
Quint and Allie talk about weddings and all things asset classes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for informati...
DIY Money Jr - How do Credit Cards Work?
25 Mar 2026
Contributed by Lukas
Quint and Logan talk through how credit cards work and why to use them or avoid them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswiz...
Should I Go to College?
23 Mar 2026
Contributed by Lukas
Quint and Allie talk through the trade offs of going to college. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information...
Back to the Basics: Cost of Living Adjustment
20 Mar 2026
Contributed by Lukas
Quint and Allie talk about cost of living adjustments and how to factor them into your plan. Hosted by Simplecast, an AdsWizz company. See https://pc...
DIY Money Jr - What are Trump Accounts
18 Mar 2026
Contributed by Lukas
Quint and Allie talk through Trump accounts. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collectio...
What is Umbrella Insurance?
16 Mar 2026
Contributed by Lukas
Quint and Logan talk about the purpose of umbrella insurance and when you might need it. Hosted by Simplecast, an AdsWizz company. See https://pcm.ads...
Back to the Classroom: How to Handle Volatility
13 Mar 2026
Contributed by Lukas
Quint and Logan talked through the challenges in the market and how to handle those in your financial plan. Hosted by Simplecast, an AdsWizz company....
With Who Should I Invest?
11 Mar 2026
Contributed by Lukas
Quint and Allie talk through the best way to get started investing and who you should use to do so. Hosted by Simplecast, an AdsWizz company. See htt...
DIY Money Jr- Where to Put Savings
09 Mar 2026
Contributed by Lukas
Quint and Logan talk through the best places to save money. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information abo...
Save on Taxes
06 Mar 2026
Contributed by Lukas
Quint and Allie talk about last minute ways to save on your taxes and good long term strategies. Hosted by Simplecast, an AdsWizz company. See https:/...
Protecting Your Finances
04 Mar 2026
Contributed by Lukas
Quint and Logan talk through tips to avoid scams and how to freeze credit. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for i...
S&P500 or Total Market
02 Mar 2026
Contributed by Lukas
Quint and Logan talk about the differences between D&P500 funds and total market funds. Hosted by Simplecast, an AdsWizz company. See https://pcm...
Back to the Classroom: When Markets Take Time to Recover
26 Feb 2026
Contributed by Lukas
Markets have times where they stay in the same area for a long time. Quint and Logan talk about how to navigate that environment. Hosted by Simplecas...
How to Be a Good Client for a Financial Advisor
25 Feb 2026
Contributed by Lukas
Logan and Allie talk about how to have the best possible relationship with your financial advisor. Hosted by Simplecast, an AdsWizz company. See http...
DIY Money Jr - Best Investment Platform
23 Feb 2026
Contributed by Lukas
Allie and Logan talk about the best platforms for kids to get started investing. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.co...
Back to the Basics: Save First
20 Feb 2026
Contributed by Lukas
Allie and Logan talk about how to save before you spend and not the other way around. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswi...
What Counts as an Emergency?
18 Feb 2026
Contributed by Lukas
Quint and Logan talk about the current volatility in the markets and how to evolve your emergency fund over time. Hosted by Simplecast, an AdsWizz com...
Rebalancing Retirement Accounts
16 Feb 2026
Contributed by Lukas
Quint and Allie talk about rebalancing your retirement accounts: how often, tax consequences, and why it is helpful. Hosted by Simplecast, an AdsWizz...
Back to the Basics: Checks and Balances
13 Feb 2026
Contributed by Lukas
Quint and Allie talk about how to do periodic checks to ensure your money is working for you. Hosted by Simplecast, an AdsWizz company. See https://p...
Discretionary Match for Retirement
11 Feb 2026
Contributed by Lukas
Quint and Logan talk through making retirement savings decisions if your company has a discretionary match. Hosted by Simplecast, an AdsWizz company....
Best Car Insurance?
09 Feb 2026
Contributed by Lukas
Quint and Logan talk about the different kinds of car insurance and what to consider for what type to have on your vehicle. Hosted by Simplecast, an ...
Back to the Classroom: Good Debt, Bad Debt
06 Feb 2026
Contributed by Lukas
Quint and Logan talk about “good” debt versus “bad” debt. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for informati...
DIY Money Jr - Savings or Investing
04 Feb 2026
Contributed by Lukas
Quint and Allie talk about how to be a saver versus an investor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for informatio...
Reading a Brokerage Statement
02 Feb 2026
Contributed by Lukas
Quint and Logan talk about understanding the different items on your brokerage statement. Hosted by Simplecast, an AdsWizz company. See https://pcm.a...
Back to the Classroom: Dealing with Headlines
30 Jan 2026
Contributed by Lukas
Quint and Allie take it back to the classroom and talk through how to handle the ups and downs of markets with lots of headlines. Hosted by Simplecas...
Planning for Low Income Years
28 Jan 2026
Contributed by Lukas
Quint and Allie talk about a day in New York City and how to take advantage of low income years. Hosted by Simplecast, an AdsWizz company. See https:...
DIY Money Jr: Stocks v. Mutual Funds
26 Jan 2026
Contributed by Lukas
Quint and Logan discuss the best ways to invest early on. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about...
Building Featherstone Nutrition
23 Jan 2026
Contributed by Lukas
Featherstone Nutrition Website Featherstonenutrition on Instagram Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abo...
Back to the Basics: Wealth Creation Part 2
21 Jan 2026
Contributed by Lukas
Quint and Allie talk about practical ways to invest the rest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information a...
Back to the Basics: Wealth Creation Part 1
19 Jan 2026
Contributed by Lukas
Quint and Logan talk through building wealth once you have gone through the other DIY Money steps. Hosted by Simplecast, an AdsWizz company. See https...
Back to the Basics: Saying No
16 Jan 2026
Contributed by Lukas
Quint and Allie talk about one of the best ways to avoid financial pitfalls: saying no! Hosted by Simplecast, an AdsWizz company. See https://pcm.adsw...
Back to the Basics: Debt Hierarchy
14 Jan 2026
Contributed by Lukas
Quint and Logan talk about how best to apply margin to your debts and get that debt gone as soon as possible. Hosted by Simplecast, an AdsWizz company...
Back to the Basics: Fast Cash and Emergency Fund
12 Jan 2026
Contributed by Lukas
Quint and Logan talk about the importance of setting up accounts to protect your financial plan against emergencies. Hosted by Simplecast, an AdsWizz ...
Back to the Basics: Magic is in the Margin
09 Jan 2026
Contributed by Lukas
Quint and Allie talk through the value of margin and how to increase it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for in...
Back to the Basics: Budgeting 201
07 Jan 2026
Contributed by Lukas
Logan and Allie going into the more intricate parts of your budget like setting up accruals and adjusting over time. Hosted by Simplecast, an AdsWizz ...
Budgeting 101
05 Jan 2026
Contributed by Lukas
Logan and Allie talk through the basics of starting your budget. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for informatio...
Back to the Basics: Built Different
02 Jan 2026
Contributed by Lukas
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 ...
Roth 101
31 Dec 2025
Contributed by Lukas
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://...
Investing in Your HSA
29 Dec 2025
Contributed by Lukas
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 inform...
DIY Money Jr - Where to Invest
26 Dec 2025
Contributed by Lukas
Quint and Logan talk through this junior question about where to invest and what options to consider. Hosted by Simplecast, an AdsWizz company. See h...
Last Minute Gift Ideas
24 Dec 2025
Contributed by Lukas
Quint and Allie talk about TRADITIONS and great last minute gift ideas. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for inf...
Do I need a Roth?
22 Dec 2025
Contributed by Lukas
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:/...
Five F's - Goal Setting
19 Dec 2025
Contributed by Lukas
Quint and Allie talk about setting goals for 2026. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our col...
What is Market Cap?
17 Dec 2025
Contributed by Lukas
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 S...
HYSA v. Money Market
15 Dec 2025
Contributed by Lukas
Quint and Allie talk through the difference between a money market account and high yield savings account. Hosted by Simplecast, an AdsWizz company. S...
Rule of 4% - Am I on Track for Retirement?
12 Dec 2025
Contributed by Lukas
Quint and Allie talk through calculating the rule of 4% and if it is a good barometer for retirement. Hosted by Simplecast, an AdsWizz company. See h...
Stock Price Targets
10 Dec 2025
Contributed by Lukas
Quint and Logan talk about analyst price targets and how they can be used in your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pc...
Responding to Volatility in Markets
08 Dec 2025
Contributed by Lukas
Quint and Logan have a conversation about the recent ups and downs of the market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.co...
Roth v. Taxable Account
05 Dec 2025
Contributed by Lukas
Quint and Allie talk through saving in a brokerage account or a Roth account. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com f...
Teaching your Kids about Finances
03 Dec 2025
Contributed by Lukas
Quint and Logan talk about lessons and strategies to teach your kids about finances. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswiz...
When to Refinance?
01 Dec 2025
Contributed by Lukas
Quint and Logan talk about when to consider refinancing your mortgage. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for info...
Allocation in 529 Plan
28 Nov 2025
Contributed by Lukas
Logan and Allie talk about ways to allocate 529 accounts and how to adjust allocation over time. Hosted by Simplecast, an AdsWizz company. See https:...
How to Invest Large Chunks of Money?
26 Nov 2025
Contributed by Lukas
Whether from an inheritance, a property sale, or large bonus investing a large chunk of money can be intimidating. Allie and Logan break down how they...
Traditional or Roth
24 Nov 2025
Contributed by Lukas
Logan and Allie discuss if after-tax or pre-tax is better for savings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for info...
Having a Child Financial Checklist
21 Nov 2025
Contributed by Lukas
Logan and Allie talk about financial items to think about before and after having a baby. Hosted by Simplecast, an AdsWizz company. See https://pcm.a...
Capital Gains Harvesting
19 Nov 2025
Contributed by Lukas
Logan and Allie talk about strategic ways to take capital gains. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for informatio...
Self-Pay Health Insurance
17 Nov 2025
Contributed by Lukas
Allie and Logan talk about where to look and the process for getting health insurance outside of an employer Hosted by Simplecast, an AdsWizz company...
Series I Bonds
14 Nov 2025
Contributed by Lukas
Quint and Logan discuss if I Bonds are still a good investment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information ...
No More Tax-Free Loans!
12 Nov 2025
Contributed by Lukas
Quint and Allie talk about how to avoid giving the government a tax-free loan (aka getting a tax refund). Hosted by Simplecast, an AdsWizz company. Se...
Money in Singleness: Allie
10 Nov 2025
Contributed by Lukas
Quint interviews Allie to talk about how she manages money. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information abou...
Money in Marriage: John and Carol
07 Nov 2025
Contributed by Lukas
Quint interviews a couple with 64 years of marriage experience to discuss how they manage money together. Hosted by Simplecast, an AdsWizz company. S...
Money in Marriage: Brandie and Quint
05 Nov 2025
Contributed by Lukas
Part two of money in marriage, Logan interviews Quint and Brandie to discuss how managing together has evolved over the years. Hosted by Simplecast, ...
Money In Marriage: Hannah and Logan
03 Nov 2025
Contributed by Lukas
In this series we interview 3 couples at different stages in marriage. First up, Quint interviews Logan and Hannah to see how they manage money as a t...
HSA Usage
31 Oct 2025
Contributed by Lukas
Quint and Allie talk about HSAs and almond joys. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our coll...
What is Monetary Stewardship?
29 Oct 2025
Contributed by Lukas
Allie and Quint take a deep dive into the topic of stewardship. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information...
Budgeting Rental Income
27 Oct 2025
Contributed by Lukas
Quint and Logan discuss how to factor rental income into your budget. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for infor...
Retirement Without an Employer Plan
24 Oct 2025
Contributed by Lukas
Allie and Logan talk about saving for retirement when you do not have access to an employer plan (like a 401(k)). Hosted by Simplecast, an AdsWizz com...
Start NOW!
22 Oct 2025
Contributed by Lukas
Allie and Logan share a listener’s story about changing their financial trajectory. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswi...
Increasing your Credit Score
20 Oct 2025
Contributed by Lukas
Allie and Logan talk about the components of a credit score and how to increase yours. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswi...
How to Budget for a Bonus?
17 Oct 2025
Contributed by Lukas
Quint and Logan talk through how to factor a bonus into your budget. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for inform...
How are Financial Advisors Compensated?
15 Oct 2025
Contributed by Lukas
Quint and Logan talk about upcoming transitions and how financial advisors are paid. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswiz...
Budgeting With a Stay at Home Parent
13 Oct 2025
Contributed by Lukas
Quint and Allie talk about budgeting when you transition to stay at home parenting. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz...
How to Narrow Down Investing Options
10 Oct 2025
Contributed by Lukas
Quint and Allie talk about narrowing down your investment options. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for informat...
Roth 401(k) v. Roth IRA
08 Oct 2025
Contributed by Lukas
Logan and Allie talk about different savings buckets and the best to start saving your money right now. Hosted by Simplecast, an AdsWizz company. See...
Keep It Simple!
06 Oct 2025
Contributed by Lukas
Quint and Logan talk about evaluating various different financial decisions like employer benefits. We dive into the approach we like best. Hosted by ...
Should I pay down my Mortgage with Margin?
03 Oct 2025
Contributed by Lukas
Put money towards the mortgage or a brokerage account? Allie and Quint break it down. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswi...
What to Do With Your 401k After Changing Jobs?
01 Oct 2025
Contributed by Lukas
Quint and Allie talk about the ins and outs of rolling out a 401(k). Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for informa...
Budgeting for Period of Reduced Income
29 Sep 2025
Contributed by Lukas
Challenging times will come, Allie and Quint talk about navigating them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for in...
The Market Ride
26 Sep 2025
Contributed by Lukas
Quint and Logan talk about market cycles and what they have learned from them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com ...
What is Roth Conversion?
24 Sep 2025
Contributed by Lukas
Quint and Logan talk about Roth Conversion and how it may work in your financial plan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adsw...
Taking Advantage of Capital Gains Brackets
22 Sep 2025
Contributed by Lukas
Quint and Logan talk about how to strategically take advantage of your capital gains bracket in years with lower income. Hosted by Simplecast, an Ads...
What Rates are Controlled by the Fed?
19 Sep 2025
Contributed by Lukas
Quint and Allie break down how the FED changing interest rates influences the rest of the bond market. Hosted by Simplecast, an AdsWizz company. See ...
Christmas in... September?
17 Sep 2025
Contributed by Lukas
Quint and Allie talk about preparing for the end of the year on this 800th episode of DIY Money. Hosted by Simplecast, an AdsWizz company. See https:/...
How Much to Put Into an HSA
15 Sep 2025
Contributed by Lukas
Quint and Allie talk about funding an HSA. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection...
Playing the Interest Game
12 Sep 2025
Contributed by Lukas
Quint and Allie talk about the “interest rate game” or putting money in the market to get a higher return than your debt. Hosted by Simplecast, a...
Am I on Track?
10 Sep 2025
Contributed by Lukas
One of the most important questions we hear: Am I on track and should I talk with someone. Hosted by Simplecast, an AdsWizz company. See https://pcm....
Traditional 401(k) or Roth 401(k)
08 Sep 2025
Contributed by Lukas
Allie and Quint talk about where to put retirement savings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information abou...
Teaching Kids Finance
05 Sep 2025
Contributed by Lukas
Quint and Logan talk about teaching kids how to save and invest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for informatio...
Starting a New Budget as Life Changes
03 Sep 2025
Contributed by Lukas
Quint and Logan talk through building a new budget as life circumstances change. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com...
Keeping Up With the Savings Joneses
01 Sep 2025
Contributed by Lukas
How much saving is too much saving? Quint and Allie talk through how to balance saving versus living in the moment. Hosted by Simplecast, an AdsWizz ...
Funding a Side Hustle
29 Aug 2025
Contributed by Lukas
Quint and Logan talk about how to get a business off the ground and how to finance it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswi...
All Things Crypto
27 Aug 2025
Contributed by Lukas
Quint and Allie talk through cryptocurrencies and how it could play into your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.ads...
What is a Car Broker?
25 Aug 2025
Contributed by Lukas
Logan and Allie talk through buying a used vehicle and what to be aware of during the process. Hosted by Simplecast, an AdsWizz company. See https://p...