meta_pixel
Tapesearch Logo
Log in
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!

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

4.8824 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.

Transcript

Click on a timestamp to play from that location

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

...

Transcript will be available on the free plan in 23 days. Upgrade to see the full transcript now.

Disclaimer: The podcast and artwork embedded on this page are from 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 the property of its owner and not affiliated with or endorsed by Tapesearch.

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.

Copyright © Tapesearch 2025.