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
Different Class of Stock 2023-11-06
Net Worth Averages 2023-11-03
Multiple Monthly Mortgage Payments 2023-11-01
How Much Should I Put in Each Account? 2023-10-30
What Are Treasury Bonds and How to Use Them? 2023-10-27
DIY Money JR - First Time Investing 2023-10-25
Determining a Companies Financial Health 2023-10-23
Are Managed Funds Worth the Fees? 2023-10-20
Can an HSA Also Be an Emergency Fund? 2023-10-18
Managing Credit Cards and Building Credit 2023-10-16
Where to Put Margin? 2023-10-13
DIY Money JR - Why Should You Start Saving Early? 2023-10-11
Money Market for Your Emergency Fund? 2023-10-09
Changing Allocation as You Approach Retirement 2023-10-06
Real Estate Syndicate 2023-10-04
Excess Contributions and Tax Strategies 2023-10-02
Roth Or Brokerage Account 2023-09-29
Benefits of Traditional and Roth IRAs 2023-09-27
Self-Employment Tax and Retirement Strategies 2023-09-25
Taxes and Marriage 2023-09-22
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