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

All About Investments - Taxes and Accounts

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!

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

4.6858 Ratings

🗓️ 23 June 2025

⏱️ 29 minutes

🧾️ Download transcript

Summary

Quint and Allie kick off a three part series on investing. They discuss different investment accounts and the taxes of each. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcript

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0:00.0

Hey, this is Ali, and thanks for listening to the show.

0:04.3

Give us a five-star review where you listen and share this episode with someone who might need to hear it.

0:08.6

Now, enjoy the show.

0:12.8

Welcome back, ladies and gentlemen, listening to another edition of DIY money.

0:17.5

DIY money.

0:18.9

Okay, we're going to do something a little different.

0:20.4

Every once in a while, we do a series and we revisit a topic or dive into a topic that we feel

0:27.6

we might not cover in depth and we need to.

0:31.6

So obviously if you listen to the 700-some-odd episodes of DIY money, you will pick up nooks and crannies, little tidbits,

0:40.0

etc. Tidbits are my favorite. But we often get questions and we think to ourselves, wait a second,

0:47.0

that question, a great question, but it's kind of missing the point. It's missing something that might

0:52.9

be rudimentary to us,

0:54.7

but not rudimentary to you. So we are going to do a deep dive in various subject matters to go

1:01.2

through some of the basics, some of the complexities, so that you have it in your toolkit.

1:07.7

And today we're starting a three-part series on investing. Who doesn't love to talk

1:12.6

about investing? Now, we are going to start with not the most exciting topic. Okay, that's rude

1:17.6

in the world. And that is the tax ramifications of invest.

1:22.6

Whoa. Come on, point a break. So we have A. Howard, the CPA, to talk about the various tax implications of various investment

1:34.6

accounts.

1:35.4

And this is important because while Congress might change and pass different, you know, tax

1:43.0

rates or tax laws or structure.

1:46.2

The basic concepts have stayed the same for, at minimum, the last 25 years that I've been in

...

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