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.

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Title Date published
Relationships and Budgeting 2024-02-07
Saving for Retirement & Taxes when Self-Employed 2024-02-05
Finance Must-Knows 2024-02-02
How to Value Real Estate 2024-01-31
What to Do With an Inheritance 2024-01-29
DIY Money Jr - How do Banks Make Money? 2024-01-26
Hiring a Financial Advisor 2024-01-24
How to Treat Debt Forgiveness 2024-01-22
Changing Beneficiaries for 529s 2024-01-19
Business Bank Account 2024-01-17
Budgeting for Flexible Income 2024-01-15
Back to the Basics: Wealth Creation 2024-01-12
Back to the Basics: Debt Hierarchy 2024-01-10
Back to the Basics: Magic is in the Margin 2024-01-08
Back to the Basics: Fast Cash & Managing Emergency Fund 2024-01-05
Back to the Basics: Budgeting 101 2024-01-03
DIY Money Jr. - Taxable Investment Accounts v. Retirement Accounts 2024-01-01
Managing Short-Term and Long-Term Goals 2023-12-29
How Best to Buy a Car? 2023-12-27
Evaluating Alternative Investments 2023-12-25
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