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 | ||
| Is Debt Consolidation Worth It? | 2022-02-02 | ||
| What To Do With a Previous Retirement Plan | 2022-01-30 | ||
| Getting Started as a CPA and CFP | 2022-01-26 | ||
| Investing When You Can’t Use an IRA | 2022-01-24 | ||
| When to Quit a Stressful Job | 2022-01-24 | ||
| How to Prioritize Saving vs Debt Payoff Goals | 2022-01-12 | ||
| Pay Off Student Loans Now or Gradually | 2022-01-11 | ||
| Using Home Equity for Rental Real Estate | 2022-01-05 | ||
| Traditional IRA vs Roth IRA | 2022-01-03 | ||
| Options for Leaving the Pension System | 2021-12-29 | ||
| Pay Down Student Loans or Invest Early | 2021-12-26 | ||
| Holiday Saving | 2021-12-22 | ||
| Deciding Between 401K and ESPP | 2021-12-19 | ||
| Ethereum and NFTs | 2021-12-15 | ||
| Investing Excess Savings | 2021-12-12 | ||
| When Do You Move States for a Job? | 2021-12-08 | ||
| How to Give Stock as a Holiday Gift | 2021-12-06 | ||
| What are Restricted Stock Units (RSU)? | 2021-12-01 | ||
| Recommended Money Resources | 2021-12-01 | ||
| How to Motivate Others Toward Their Goals | 2021-11-24 |