DIY Investing vs. Hiring a Pro: 6 Questions Every Investor Should Answer
Description
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 questions@basewealthmanagement.com.
Subscribe on your favorite app so you never miss an insight.
United States
