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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Careers in Wealth Management

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

Business, Self-improvement, Business:investing, Investing, Education

4.8824 Ratings

🗓️ 4 December 2024

⏱️ 23 minutes

🧾️ Download transcript

Summary

Logan and Allie talk about different careers in Wealth Management and pathways to get to there.

Transcript

Click on a timestamp to play from that location

0:00.0

Hey, this is Daniel.

0:01.7

Thanks for listening to DIY Money.

0:04.0

If you haven't already, be sure to give us a five-star review on iTunes so your friends know that they can learn from the show.

0:10.4

Now, enjoy the show.

0:16.7

Welcome back, ladies and gentlemen, to another edition of D.I.W. Money.

0:21.4

DiI. Money.

0:22.6

What's shaken? Logan.

0:25.0

What's shaken with you? A. Howard.

0:27.4

Not a lot. I'm going camping this weekend, which I don't really want to talk about.

0:33.0

It's freezing outside.

0:34.7

What?

0:35.3

This started, this is probably the most, like, miserable thing I do on an annual basis.

0:39.5

Allie, it's like 30 degrees. I know. But we're going to West Virginia and the low is 32. So that's pretty warm, if you ask me.

0:47.6

Welcome to Tropical West Virginia. In what world is that warm? And why are you doing this? Just stay at home. You have a choice.

0:55.0

There's no one holding a gun to your head.

0:56.5

No, you're so right.

0:57.6

We started this a few years ago because my friend had another friend in town and she had

1:03.8

never gone camping.

1:04.6

And so her one request was when I come to Kentucky, can we go camping?

1:09.2

And when she asked her, so when my friend's friend asked my friend

1:13.9

if you can keep up there she okay that's fair she was like yeah no problem but it was like

1:21.1

august so it wasn't cold yet so i don't think she processed it and so she asked me to go and i

...

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