The Biggest DIY Investing Mistakes
2026-10-02 · 37 min · 10 entities
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Feed author/publisher: Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
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Feed author/publisher: Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
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Episode description as stored
DIY investing can be a powerful way to build wealth—but even experienced investors can make costly portfolio mistakes. Brian and Bo break down 7 common investing mistakes, including overlapping index funds and ETFs, poor asset location between Roth IRAs, 401(k)s and brokerage accounts, taking the wrong amount of investment risk, forgotten retirement accounts, outdated beneficiaries and trying to time the stock market. You’ll learn how diversification, tax-efficient investing, portfolio rebalancing, dollar-cost averaging and smarter retirement planning can help you build a more intentional investment strategy—and how to recognize when your financial life may be getting too complex to manage alone.
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