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
Creating Your First Budget 2024-08-07
Switching to Roth 2024-08-05
What to Expect in an Election Year 2024-08-02
Saving for Larger Goals 2024-07-31
Planning for a Pension 2024-07-29
Rebalancing 101 2024-07-26
Roth IRA Basics 2024-07-24
The Housing Market 2024-07-22
DIY Money Jr: What to Invest In? 2024-07-19
Does Non-Interest Bearing Debt Matter? 2024-07-17
DIY Money Jr - How to Start Saving for Retirement 2024-07-12
Being on the Deed v. on the Will 2024-07-10
Fast Cash - Hard Cash or in the Bank? 2024-07-09
Debit Card or Credit Card 2024-07-05
Student Loan Repayment 2024-07-03
Withdrawing Funds from Life Insurance 2024-07-01
DIY Money Jr - Risk v. Gambling 2024-06-28
Important Roth IRA Rules 2024-06-26
Paying Off Your Mortgage 2024-06-24
DIY JR: When Should I Get a Credit Card? 2024-06-21
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