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
Backdoor Roth Conversion Strategy 2022-09-07
Investing for Retirement Without a 401K 2022-09-04
How Do I Invest My Assets? 2022-08-31
Are Your Advisors Fees Worth It? 2022-08-28
Thoughts on Target Date Funds? 2022-08-26
Investing in 401ks or Other Retirement Accounts 2022-08-25
What Does a Recession Look Like? 2022-08-17
One Time Investment vs. Dollar Cost Averaging? 2022-08-10
Saving Future Contributions 2022-08-07
DIY Money Jr - What to do with Money from Your First Job 2022-08-05
Money in Your Marriage 2022-08-04
Owner or Employee which is better? 2022-07-27
How Do I Stop Being Cheap? 2022-07-24
Investing in Real Estate Versus Stocks 2022-07-20
Tracking Your Investment Allocation 2022-07-17
Unique Ways to Use Your Home Equity 2022-07-13
Balancing Goals and Savings 2022-07-10
How to Have Long Term Financial Conversations 2022-07-06
How to Invest an Inherited IRA 2022-07-03
Investing in the Current Market Environment 2022-06-29
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