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.
| Title | Date published | ||
| Inheritance, EE Bonds, and Taxes | 2023-05-05 | ||
| More Margin, Now What? | 2023-05-03 | ||
| How to Find a Good Tax Accountant? | 2023-05-01 | ||
| Buying a Manufactured Home | 2023-04-28 | ||
| 1% Match on Your Roth IRA | 2023-04-26 | ||
| Maxing Out Your Retirement | 2023-04-24 | ||
| Are My Percent Contributions to Roth or Traditional 401K the Same? | 2023-04-21 | ||
| Saving for Retirement With a Pension | 2023-04-19 | ||
| Saving for a Special Needs Child | 2023-04-17 | ||
| How Much Should My Mortgage Payment Be? | 2023-04-14 | ||
| Series EE Savings Bonds | 2023-04-12 | ||
| DIY Money Jr - Invest in Stocks or Somewhere Else? | 2023-04-10 | ||
| Multiple or One Savings Account? | 2023-04-07 | ||
| ESG Funds | 2023-04-05 | ||
| 5 Years From Retirement, What Do I Do? | 2023-04-03 | ||
| Getting a Tax Refund | 2023-03-31 | ||
| Quarterly Tax Payments | 2023-03-29 | ||
| Starting a Roth Early | 2023-03-27 | ||
| Impact Investing | 2023-03-24 | ||
| Taking on Debt for Rental Real Estate | 2023-03-22 |