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 | ||
| Saving for Unexpected Family Planning Expenses | 2020-12-09 | ||
| Mutual Fund Fees vs Performance | 2020-12-06 | ||
| Roth IRA Saving | 2020-12-02 | ||
| Annuity and Retirement | 2020-11-30 | ||
| Planning Around a Pension | 2020-11-25 | ||
| How to Avoid Lifestyle Creep | 2020-11-22 | ||
| How Young Adults Can Set Themselves Up For Success | 2020-11-18 | ||
| 401K Rollovers with Roth and Traditional Funds | 2020-11-15 | ||
| Cash Value Life Insurance | 2020-11-11 | ||
| How Do You Save for a Wedding and a House? | 2020-11-08 | ||
| 4% Withdrawl Rule | 2020-11-04 | ||
| What to Expect From a Financial Planner | 2020-11-01 | ||
| How to Legitimize a Business | 2020-10-28 | ||
| How to Save for Short-Term Goals | 2020-10-25 | ||
| Dollar-Cost Averaging Vs. Lump-Sum Investing | 2020-10-21 | ||
| Index Funds vs Total Market | 2020-10-19 | ||
| Financial Planning for Relatives With Special Needs | 2020-10-14 | ||
| Maxing Out a 401K and Early Retirement | 2020-10-11 | ||
| Should You Pay Off or Close Your Credit Cards Before Applying For a Mortgage? | 2020-10-08 | ||
| Refinancing Your Mortgage | 2020-10-05 |