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

Changing Allocation as You Approach Retirement

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

🗓️ 6 October 2023

⏱️ 24 minutes

🧾️ Download transcript

Summary

On this episode of DIY Money, Daniel and Quint talk about transitioning investments towards a dividend portfolio as you near retirement.

Transcript

Click on a timestamp to play from that location

0:00.0

Hey, this is Daniel. Thanks for listening to DIY Money. 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. Now, enjoy the show.

0:15.6

Welcome back. Ladies and gentlemen, you're listening to another edition of DIY Money.

0:20.2

DIY Money. What's shaking, Daniel? Got the sweater vest another edition of DIY money. DIY money.

0:21.3

What's shaking, Daniel?

0:22.9

Got the sweater vest rocking.

0:24.2

I love it.

0:24.9

You and Logan, he followed suit today.

0:27.2

Did he follow you or you or you follow him?

0:28.8

47 degrees this morning or something.

0:30.3

52.

0:30.9

It was amazing.

0:31.9

I ran.

0:32.0

It was 47 on my street.

0:33.3

Well, yeah, I did run by your street.

0:35.1

I was like, whoa, a little cold on this street. A little cold patch. Let's get out of here.

0:38.7

It was probably from your biking in the garage, and I caught the extra win.

0:41.8

Yeah.

0:42.6

There's a lot of watts going on.

0:44.0

It's gorgeous out, though, isn't it?

0:45.1

It's perfect.

0:46.5

We need some new swag.

0:47.8

We need some new swag.

...

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