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 | ||
| Investment Considerations for End of Year | 2024-11-15 | ||
| Helping Family With Money | 2024-11-13 | ||
| HSA or 401(k) or IRA - Where to Invest? | 2024-11-11 | ||
| 3 Financial Tips for the End of the Year | 2024-11-08 | ||
| Custodial Accounts for Unborn Child | 2024-11-06 | ||
| "Girl Math" | 2024-11-04 | ||
| How does the Election Impact Your Finances? | 2024-11-01 | ||
| Master Limited Partnerships Taxation | 2024-10-30 | ||
| DIY Money Jr - Business Income | 2024-10-28 | ||
| When Do You Need an Advisor? | 2024-10-25 | ||
| Building an Estate Plan | 2024-10-23 | ||
| DIY Money Jr - Set It and Forget It | 2024-10-21 | ||
| How to Set Goals - The 5 F's | 2024-10-18 | ||
| Selling Your Home? Now What? | 2024-10-16 | ||
| Selling Rental Property | 2024-10-14 | ||
| Tips for Young Adults | 2024-10-11 | ||
| Taking a Tax Loss in a Retirement Account | 2024-10-09 | ||
| Which Healthcare Plan Should you Have? | 2024-10-07 | ||
| How Interest Rate Changes Impact You | 2024-10-04 | ||
| Should I Borrow from my 401(k)? | 2024-10-02 |