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

Actively Trading Your Roth IRA

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, Education, Self-improvement, Investing, Real Estate, Money

4.6858 Ratings

🗓️ 4 August 2023

⏱️ 14 minutes

🧾️ Download transcript

Summary

On this episode of DIY Money, Daniel and Logan discuss trading in a Roth IRA, the tax implications of doing so, and their thoughts on managing in this way.

Transcript

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0:00.0

Hey, this is Daniel.

0:01.9

Thanks for listening to DIY Money.

0:04.1

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.

0:16.1

Welcome in, ladies and gentlemen, to another edition of DIY Money.

0:19.5

DIY Money. Wow money. DIY money.

0:22.0

Wow.

0:23.1

You're in full-fledged summer mode.

0:25.7

It does not seem like you like it that much, Daniel.

0:28.3

You're like, oh, this is a lot.

0:30.3

This is a lot.

0:31.2

You know, I'm almost all the way through my cup of coffee, my Kenyon.

0:36.7

Kenyon.

0:37.1

So, yeah, I've been trying to get Allie to really appreciate the finer points of coffee,

0:42.6

but she was still talking about buying OK coffee the other day.

0:47.5

So what is okay coffee like Folgers?

0:49.6

Not the day.

0:50.9

No, she's better than that.

0:52.8

Come on, Logan.

0:53.7

She has some taste. It's okay. Now, she wanted to go to our local coffee than that. Come on, Logan. She has some taste.

0:55.3

It's okay.

0:55.7

No, she wanted to go to our local coffee shop that doesn't like, well, they just leave the beans in a bin.

...

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