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

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!

Real Estate, Business, Education, Self-improvement, Investing, Money

4.6 • 858 Ratings

Overview

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. Links to external sites are provided for convenience only. We do not control or endorse third-party content and are not responsible for the information or services these sites provide. Always review the privacy policies and terms of use for any external sites you visit. By using this podcast, website, or any related content, you acknowledge and agree to the terms outlined in this disclaimer. If you have any questions, feel free to contact us directly.

911 Episodes

Who Should Manage My Trust?

Trusts can be complex. Quint and Logan talk about who should be the manager or trustee. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 3 June 2026

Biggest Financial Mistakes

What are the biggest financial mistakes people make in their 30s and 40s? Allie and Logan give their input. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 1 June 2026

Are Bonds a Good Investment?

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 Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 29 May 2026

How to Handle Life Transitions

Some of life’s biggest moments come with serious financial weight. Whether you’re getting married, navigating a divorce, welcoming a child, or facing an unexpected job loss, the way you handle money during a transition can shape everything that comes after. Allie and Logan discuss how to handle these times. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 27 May 2026

Long-Term Care Insurance

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, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 25 May 2026

What Does It Actually Take to Retire at 48?

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 company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 22 May 2026

When to Take Social Security

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 security. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 20 May 2026

Should I Reinvest Dividends and Capital Gains?

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 into the reinvest-or-not question, who should be doing what, and why the answer might be different for different life stages. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 18 May 2026

Building Credit From Scratch

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, what habits to build, and how to establish a strong score without falling into debt traps. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 15 May 2026

Gifting Stock and the Tax Considerations

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 have stock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 13 May 2026

ETF vs. Mutual Funds vs. Index Funds

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 one works, what they cost, and which might make the most sense for your investing strategy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 11 May 2026

Fighting Behavioral Bias

Your brain is working against your portfolio. Quint and Allie break down the most common behavioral biases that trip up everyday investors and the practical steps you can take to get out of your own way. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 8 May 2026

No 401(k)? How Should You Save?

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.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 6 May 2026

Combining Finances

Quint and Logan talk through combining finances and what that can look like. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 4 May 2026

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

Quint and Logan talk about why investing is not gambling. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 1 May 2026

College Aid Calculations

Quint and Logan talk through the student aid index and how to ultimately pay for college education. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 29 April 2026

Withdrawing From Your 401(k)

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 information about our collection and use of personal data for advertising.

Transcribed - Published: 27 April 2026

Back to the Classroom: Compound Interest

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. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 24 April 2026

Fidelity Zero Funds

Logan and Allie talk through fidelity zero funds versus other low cost mutual funds. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 21 April 2026

Should I Do Backdoor Roth Contributions

Quint and Logan breakdown backdoor Roth IRA contributions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 20 April 2026

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

Quint and Allie talk through the federal form for tax withholding. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 17 April 2026

DIY Money Jr - Where Did Money Come From?

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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 15 April 2026

Calculating Net Worth

Allie and Quint talk through building a personal net worth statement and what should be included. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 13 April 2026

Market Meltdown

Quint and Allie talk through the recent market challenges and how to navigate difficult market times. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 10 April 2026

Debt Consolidation

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://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 8 April 2026

Should I Move Jobs?

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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 6 April 2026

Back to the Basics: When Should I Sell?

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 information about our collection and use of personal data for advertising.

Transcribed - Published: 3 April 2026

PPO or HSA

Quint and Logan talk through different types of healthcare plans. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 1 April 2026

Do I need International Funds?

Quint and Allie talk through diversifcation and what areas make sense to add to your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 30 March 2026

Back to the Classroom: What are Asset Classes

Quint and Allie talk about weddings and all things asset classes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 27 March 2026

DIY Money Jr - How do Credit Cards Work?

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.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 25 March 2026

Should I Go to College?

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 about our collection and use of personal data for advertising.

Transcribed - Published: 23 March 2026

Back to the Basics: Cost of Living Adjustment

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://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 20 March 2026

DIY Money Jr - What are Trump Accounts

Quint and Allie talk through Trump accounts. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 18 March 2026

What is Umbrella Insurance?

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.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 16 March 2026

Back to the Classroom: How to Handle Volatility

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. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 13 March 2026

With Who Should I Invest?

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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 11 March 2026

DIY Money Jr- Where to Put Savings

Quint and Logan talk through the best places to save money. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 9 March 2026

Save on Taxes

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://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 6 March 2026

Protecting Your Finances

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 information about our collection and use of personal data for advertising.

Transcribed - Published: 4 March 2026

S&P500 or Total Market

Quint and Logan talk about the differences between D&P500 funds and total market funds. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 2 March 2026

Back to the Classroom: When Markets Take Time to Recover

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 Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 26 February 2026

How to Be a Good Client for a Financial Advisor

Logan and Allie talk about how to have the best possible relationship with your financial advisor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 25 February 2026

DIY Money Jr - Best Investment Platform

Allie and Logan talk about the best platforms for kids to get started investing. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 23 February 2026

Back to the Basics: Save First

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.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 20 February 2026

What Counts as an Emergency?

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 company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 18 February 2026

Rebalancing Retirement Accounts

Quint and Allie talk about rebalancing your retirement accounts: how often, tax consequences, and why it is helpful. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 16 February 2026

Back to the Basics: Checks and Balances

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://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 13 February 2026

Discretionary Match for Retirement

Quint and Logan talk through making retirement savings decisions if your company has a discretionary match. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 11 February 2026

Best Car Insurance?

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 AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 9 February 2026

Disclaimer: The podcast and artwork embedded on this page are from 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!, and are the property of its owner and not affiliated with or endorsed by Tapesearch.