When Do You Need an Advisor?

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

🗓️ 25 October 2024

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

Allie and Logan talk about when to seek professional advice and when to get an advisor to talk about financial goals.

Transcript

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0:00.0	Hey, this is Daniel. 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.
0:15.2	Welcome back, ladies and gentlemen, to another edition of DIY Money.
0:19.0	DIY Money.
0:20.7	What's shaking, Allie?
0:22.2	Not a lot.
0:23.2	Not a lot.
0:23.8	Tonight's my last volleyball game.
0:25.5	Oh, here's some news.
0:27.3	I think I told you maybe.
0:28.5	We won our last game last week.
0:31.2	In the face!
0:32.4	In the face!
0:34.5	I can't say that.
0:35.3	Finally.
0:36.0	So is your first game win of the season?
0:37.7	First.
0:38.5	Okay.
0:38.9	Actually, Quinn and I were talking about this last week.
0:41.8	Is it sets, games?
0:44.4	What's the terminology?
	...

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Generated transcripts are the property of 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! and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.