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DIY Investing vs. Hiring a Pro: 6 Questions Every Investor Should Answer

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Manage episode 487035361 series 3562398
Content provided by Dustin Taylor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dustin Taylor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Market headlines can roar louder than a toddler with a drum set—and your portfolio can end up marching to the noise. In this episode of Financial Foundations, hosts Dustin Taylor and Alex Wolfe, CFP® put the would-be DIY investor under a microscope:

  • Do you genuinely have the research chops and the hours?

  • Are hidden emotional or political biases steering your trades?

  • Is “sit in cash till things calm down” a plan—or just anxiety in disguise?

  • How do you align investments with concrete goals, not today’s click-bait?

  • What accountability keeps solo investors from drifting off-course?

Whether you love rolling up your sleeves or you’re wondering what an advisor actually adds, you’ll leave with a sharper checklist—and maybe a little less caffeine-fuelled doom-scrolling.

⏱️ Episode Chapters Time Chapter 0:39 Meet the hosts 0:57 Why some investors go DIY 1:15 Experience & research resources 2:15 The real time commitment 3:10 Emotional & political biases 4:03 Linking strategy to goals 5:05 Gauging risk tolerance 5:57 Accountability & confidence checks 7:15 Free resources at Base Wealth 7:48 Subscribe & closing thoughts

Find tools, articles and past episodes at basewealthmanagement.com. Questions? Email [email protected]. Subscribe on your favorite app so you never miss an insight.

  continue reading

37 episodes

Artwork
iconShare
 
Manage episode 487035361 series 3562398
Content provided by Dustin Taylor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dustin Taylor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Market headlines can roar louder than a toddler with a drum set—and your portfolio can end up marching to the noise. In this episode of Financial Foundations, hosts Dustin Taylor and Alex Wolfe, CFP® put the would-be DIY investor under a microscope:

  • Do you genuinely have the research chops and the hours?

  • Are hidden emotional or political biases steering your trades?

  • Is “sit in cash till things calm down” a plan—or just anxiety in disguise?

  • How do you align investments with concrete goals, not today’s click-bait?

  • What accountability keeps solo investors from drifting off-course?

Whether you love rolling up your sleeves or you’re wondering what an advisor actually adds, you’ll leave with a sharper checklist—and maybe a little less caffeine-fuelled doom-scrolling.

⏱️ Episode Chapters Time Chapter 0:39 Meet the hosts 0:57 Why some investors go DIY 1:15 Experience & research resources 2:15 The real time commitment 3:10 Emotional & political biases 4:03 Linking strategy to goals 5:05 Gauging risk tolerance 5:57 Accountability & confidence checks 7:15 Free resources at Base Wealth 7:48 Subscribe & closing thoughts

Find tools, articles and past episodes at basewealthmanagement.com. Questions? Email [email protected]. Subscribe on your favorite app so you never miss an insight.

  continue reading

37 episodes

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