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DIY Investing vs. Hiring a Pro: 6 Questions Every Investor Should Answer
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 thoughtsFind tools, articles and past episodes at basewealthmanagement.com. Questions? Email [email protected]. Subscribe on your favorite app so you never miss an insight.
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By Dustin TaylorMarket 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 thoughtsFind tools, articles and past episodes at basewealthmanagement.com. Questions? Email [email protected]. Subscribe on your favorite app so you never miss an insight.