DIY Personal Finance

Lawrence B. KellerHere below you will find links to various categories that I feel will help you in your Do-It-Yourself (DIY) Personal Finance journey.  Some of these are affiliate links, which means that (at literally no extra cost to you), I get a kick-back that will go towards building this site and our charitable giving.

You should know that I am not a sell-out and will not recommend anything to you on this site without vetting it myself and making it clear what my thoughts are on the product.

Personal Finance Technology

Personal Capital

For following your Net Worth, I recommend utilizing Personal Capital.  This does a really good job of keeping up with your Net Worth once you plug in all of your accounts, brokerages, and loans. If you have >$100,000 in assets they may ask you to help advise your fund.  Based on this DIY page you may be able to tell what I think about whether you’ll need that or not.  The Net Worth Function and ability to follow your entire portfolio really is awesome, though.

For budgeting, my wife and I use Mint.  We look at it once per month at the end of the month to see how we did and plan for the next. Great product.  Easy and intuitive and makes tracking spending (apparently a less offensive word than budgeting) very easy.

Making a Financial Plan

Fire Your Financial AdvisorFire Your Financial Advisor.  The link to the right is actually to my review of the product. The course, created by White Coat Investor, does do a really good job on helping you create a personal finance plan and giving you the tools to DIY personal finance.


Recommended Books & Websites

A Random Walk Down Wall StreetOne of the biggest keys to DIY personal finance success is reading a few books to get you a solid base on which to continue to learn.

For your initial learning experience, you can find my recommended books here.  I recommend you read one financial book every six months to twelve months, just to keep up.

For your continuing to grow your knowledge base, I recommend you follow along with a personal finance blogs.  They don’t take long to read, and will keep you abreast of the issues.  I obviously hope one of those sites is The Physician Philosopher.

Places of Discussion

Of course, if you have questions along the way a helpful community is always there to answer anything you may need!  These are my favorite forums for discussion!  Ask a question and a knowledgeable person will answer likely in minutes.

Financial Tools & Calculators

You can find my personal financial tools page here.  It will continue to grow as I create devices and calculators to help you with planning and tough decisions.

To Be Continued…

This page will continue to grow as this website does!  My goal is to help you make wise wise financial decisions so that you can build both wealth & wellness!


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