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

Are Bonds a Good Investment?

29 May 2026

Contributed by Lukas

What are bonds? Do they belong in your portfolio? What is the point of having them? Allie and Logan go in depth on all things bonds. Hosted by Simple...

How to Handle Life Transitions

27 May 2026

Contributed by Lukas

Some of life’s biggest moments come with serious financial weight. Whether you’re getting married, navigating a divorce, welcoming a child, or fac...

Long-Term Care Insurance

25 May 2026

Contributed by Lukas

Do you need it? Should you have it? Why is it good for your plan or not? Quint and Allie talk through long term care insurance. Hosted by Simplecast,...

What Does It Actually Take to Retire at 48?

22 May 2026

Contributed by Lukas

How do you retire at 48? Logan interviews Quint to learn about the stories and discipline that made it a reality. Hosted by Simplecast, an AdsWizz co...

When to Take Social Security

20 May 2026

Contributed by Lukas

When to take Social Security is not an easy decision. Quint and Logan talk through some of the strategies to consider including investing your social ...

Should I Reinvest Dividends and Capital Gains?

18 May 2026

Contributed by Lukas

It’s one of the most overlooked settings in your investment account and most people set it once and never think about it again. Quint and Logan dig ...

Building Credit From Scratch

15 May 2026

Contributed by Lukas

No credit history doesn't have to mean no options. Quint and Allie lay out a game plan for building credit from the ground up. What accounts to open, ...

Gifting Stock and the Tax Considerations

13 May 2026

Contributed by Lukas

Giving stock to kids sounds simple but you have to be aware of the tax implications. Quint and Logan walk through how the taxes work for kids that hav...

ETF vs. Mutual Funds vs. Index Funds

11 May 2026

Contributed by Lukas

ETF, mutual fund, index fund you've heard all three, but do you know the real difference? Quint and Logan cut through the jargon and explain how each ...

Fighting Behavioral Bias

08 May 2026

Contributed by Lukas

Your brain is working against your portfolio. Quint and Allie break down the most common behavioral biases that trip up everyday investors and the pra...

No 401(k)? How Should You Save?

06 May 2026

Contributed by Lukas

Quint and Logan talk through how to save if you do not have a company retirement plan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adsw...

Combining Finances

04 May 2026

Contributed by Lukas

Quint and Logan talk through combining finances and what that can look like. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com fo...

Back to the Classroom: Is the Stock Market Just Gambling?

01 May 2026

Contributed by Lukas

Quint and Logan talk about why investing is not gambling. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about ...

College Aid Calculations

29 Apr 2026

Contributed by Lukas

Quint and Logan talk through the student aid index and how to ultimately pay for college education. Hosted by Simplecast, an AdsWizz company. See htt...

Withdrawing From Your 401(k)

27 Apr 2026

Contributed by Lukas

Quint and Logan break down how to take out of your retirement account. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for infor...

Back to the Classroom: Compound Interest

24 Apr 2026

Contributed by Lukas

Logan and Allie go back to the classroom and talk through the 8th wonder of the world: compound interest. Hosted by Simplecast, an AdsWizz company. S...

Fidelity Zero Funds

21 Apr 2026

Contributed by Lukas

Logan and Allie talk through fidelity zero funds versus other low cost mutual funds. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz...

Should I Do Backdoor Roth Contributions

20 Apr 2026

Contributed by Lukas

Quint and Logan breakdown backdoor Roth IRA contributions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about...

Back to the Classroom: What is W-4 Withholding?

17 Apr 2026

Contributed by Lukas

Quint and Allie talk through the federal form for tax withholding. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for informati...

DIY Money Jr - Where Did Money Come From?

15 Apr 2026

Contributed by Lukas

Quint and Allie talk through a junior question about where money came from and how it all started. Hosted by Simplecast, an AdsWizz company. See http...

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...