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 TechnologyPersonal 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.

If you have >$100,000 in assets they may ask you to help advise your fund.  Based on this DIY page, I obviously am not a big fan of other people managing money.

For budgeting, my wife and I used Mint for a long time before we started doing backwards budgeting.  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

The first book I am going to recommend is the one I would have wanted to read. I published that exact book in February of 2018.  It is called The Physician Philosopher’s Guide to Personal Finance: The 20% of Personal Finance Doctors Need to Know to Get 80% of the Results. It has been read by over 1,000 people and maintains a 5-star review on Amazon.

The Physician Philosopher BookFor your initial learning experience, you can find my other recommended books here.  I recommend you read one financial book every six 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.


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