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

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

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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

TimeChapter0:39Meet the hosts0:57Why some investors go DIY1:15Experience & research resources2:15The real time commitment3:10Emotional & political biases4:03Linking strategy to goals5:05Gauging risk tolerance5:57 Accountability & confidence checks7:15Free resources at Base Wealth7:48Subscribe & closing thoughts

Find tools, articles and past episodes at basewealthmanagement.com.
Questions? Email questions@basewealthmanagement.com.
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