Investment Considerations for End of Year

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

4.8 • 824 Ratings

🗓️ 15 November 2024

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

Quint and Logan talk about important items to consider before the end of the year in your investment accounts.

Transcript

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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.
0:10.5	Now, enjoy the show.
0:15.9	Welcome back.
0:17.0	Ladies and gentlemen, you're listening to another edition of DIY Money.
0:20.0	DIY Money.
0:20.8	We're shaking, Logan. You know, I don't Monet. Diya Wachshake it, Logan.
0:21.7	You know, I don't know.
0:23.2	What is shaking?
0:24.2	I know. I really don't know.
0:25.6	I really don't know.
0:27.5	Well, listen, we go long on these, so let's just jump right in.
0:31.3	Apparently, a few weeks ago, Daniel and Allie did a podcast on end of the year planning considerations.
0:40.7	And at the end, they said, hey, we should do one on investment considerations.
0:44.9	There's not many, but it is worth talking about because by the time this rolls out,
0:49.3	it'll be mid-November.
0:50.9	You'll only have a month and a half to make any adjustments or changes.
0:54.1	So I'm going to hit this broad blanket. What we're specifically talking about. mid-November, you'll only have a month and a half to make any adjustments or changes.
0:56.4	So I'm going to hit this broad blanket.
1:03.5	What we're specifically talking about is, I would say, time sensitive slash end of the year investment considerations.
1:05.0	And this is probably true for everybody, in my opinion, that should be looking at these
	...

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