My Background – DIY Money Stuff

There are a lot of personal finance blogs out there, but I hope to be able to bring a different perspective than most. Here I will list out some of the things that I believe give me credibility. You be the judge, but feel free to ask about anything you see missing or would like to read more about.

1. I have read hundreds of personal finance and business related books and attempt to learn and apply each new thing I learn.

2. I have both a bachelor’s and masters degree in business/finance. Most of what I know about personal finance was learned outside of the classroom, but it certainly was a good foundation.

3. I mentioned earlier that I am not a professional financial advisor. However, I did work in the financial services industry for nearly a decade, including the 2008 financial crises and have seen firsthand the inner workings of the financial services industry.

4. Having worked as a financial advisor, I have helped thousands of individuals grow and preserve their wealth. When I left the industry, I had over $450 million in assets under administration at a well known discount broker with average client accounts over $1M.

5. I practice what I preach. Ironically, just like there are likely some cardiologists who are overweight and smoke, there are financial advisors out there who make poor financial decisions in their own personal lives. Later, I will outline some specifics of actions I’ve taken, but suffice it to say I have been able to grow my net worth to the point that I am not rich, but much better off than the average American and am on track to retire early.

So with that, stay tuned for a little bit more introduction before we jump into the fun stuff!

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