Anyone can be a DIY investor using the tax-efficient waterfall - Sarah Catherine GutierrezThe Scope of Practice Podcast
12/27/21 • 56 min
Episode 91 -Have you ever wanted to be a DIY investor but you just didn't know where to start? It's not that hard. All you need is a plan! The tax-efficient waterfall investing strategy is a great roadmap that can turn any financial novice into a DIY investor in 8 easy steps. This is a super-simple but incredibly powerful investing strategy. Any would-be DIY investor should have no trouble getting great returns using these few very simple steps. Sarah-Catherine Gutierrez is an author, blogger, and owner of Aptus Financial. She has a great head for strategy and a heart for service. If you think becoming a DIY investor is beyond your reach, think again!! Let Sarah-Catherine show you how it's done!!
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Free Resource: 3 Critical Tools to Level Up Your Family's Finances
Buying a house can and should be fun, but you’ve got to put in the work to do it right. That’s why this week’s free resource is so valuable. It’s a pdf download called “3 Critical Tools to Level Up Your Family’s Finances.” It’ll help you create an easy budget that actually works, set some reachable financial goals, and communicate with your spouse about money without ending up in another money fight. That way, you can save up for your house, or any other big purchase and get there with your sanity and your wallet intact. You can download it for free by clicking here.
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