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
Medicare or HSA Plan 2025-08-15
What is FINTECH? 2025-08-13
Dollar Cost Averaging When Taking Distributions 2025-08-11
Going off to College 2025-08-08
Using the Emergency Fund 2025-08-06
DIY Money Jr - Why do Markets Return More than the Bank? 2025-08-04
Short Positions and Lending Stock 2025-08-01
How Many Accounts are Too Many? 2025-07-30
Market Update 2025-07-28
Buying Early Retirement 2025-07-25
Playing the Interest Game 2025-07-23
What are "Earnings"? 2025-07-23
Big Beautiful Series: No Tax on Social Security? 2025-07-18
Big Beautiful Series: Tips and Overtime 2025-07-16
Big Beautiful Series: Market Impact 2025-07-14
Retirement Accounts in Trusts 2025-07-11
Debts at Passing 2025-07-09
Index Fund Construction 2025-07-07
DIY Money Jr - Impulse Buying 2025-07-04
Saving By Giving: Donor Advised Fund 2025-07-02
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