Choosing a Financial 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, Investing, Education, Money, Real Estate

4.6 • 858 Ratings

🗓️ 15 July 2024

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

Quint and Logan talk about when you may need a financial advisor and how to choose one.

Transcript

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0:00.0	Hey, this is Daniel.
0:01.8	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.
0:15.0	Welcome back.
0:16.0	Ladies and gentlemen, you're listening to another edition of DIY Money.
0:19.4	DiWan, what's again, Logan? Fourth of July.
0:22.1	Yes, it is. It's actually the third.
0:24.2	It is the third. Day before the fourth. Any big plans?
0:27.4	Yeah, study. Yes. I have a very boring Fourth of July a while. I'm okay with it. I don't mind when I have something bigger than the current event, and I'm like, I'm sorry.
0:42.2	And everybody understands it.
0:43.8	Yep.
0:44.2	Like, yeah, you have to study for that test.
0:47.0	There's sometimes why I like it's like a personal health hack to run races.
0:52.1	I remember leading up to our first 50K.
0:55.5	This is probably the last time I really did this, meaning what I'm about to explain.
0:59.9	And every cookout, every like event, and, you know, summertime, it's like all the time.
1:07.6	And it was like, I'd have like a piece of chicken and vegetables and water and people
1:12.6	be like what are you like you want a beer can I get you a beer like anything other than chicken
1:17.5	and vegetable I was like no I've got this 50k come and then and immediately they're like oh that's right
1:22.1	Bryce Canyon 50K like yeah go get it and I was in the best shape of my life.
1:29.5	Of course, I think I piled, like, crushed a pizza afterwards or something like that.
	...

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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.