DIY Investing Sounds Easy… Until You Try It

Many people have a retirement date circled on the calendar. 🗓

 

Far fewer have taken the time to ask whether their finances are actually ready for that date.

 

In this episode of Cowboys & Cufflinks, Jeff Mathies and Caleb Moore discuss one of the biggest mistakes they see people make: building a retirement around an age instead of a strategy. They also explore why so many investors are turning to AI for financial guidance, what it really takes to manage investments on your own, and how asking the right questions today can help avoid costly mistakes tomorrow.

 

Whether retirement is five years away or already here, this conversation is packed with practical insights to help you think differently about income, diversification, financial advice, and preparing for the years ahead.