DIY Disasters

Join us for an engaging and eye-opening class led by financial advisor Josh Slish, where we’ll explore the realities of do-it-yourself investing and the challenges that often accompany it. While duct tape and chewing gum might be enough for MacGyver, when it comes to managing your finances, a more strategic approach is essential.

In this session, Josh will guide you through some of the most common pitfalls that many DIY investors encounter, shedding light on how these seemingly minor mistakes can have significant long-term consequences. We’ll dive into a series of mini case studies that illustrate real-life scenarios where small issues, when left unaddressed, snowball into major financial problems.

Through these case studies, you’ll see how overlooking details, making emotional decisions, or neglecting proper planning can lead to substantial setbacks in your financial journey. Josh will also share effective strategies to recognize and solve these issues before they escalate.

Whether you’re an experienced investor who enjoys taking control of your financial decisions or someone just starting out, this class will provide you with valuable insights into the potential risks of DIY investing. You’ll leave equipped with the knowledge to identify and address common mistakes, empowering you to make more informed, strategic decisions that align with your long-term financial goals. Don’t let small issues become massive problems—learn how to tackle them head-on with the right tools and strategies.

Disclaimer:

Sage Rutty does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances.  To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.  The information in these materials may change at any time and without notice.