Choosing an 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, Business:investing, Investing, Education

4.8 • 824 Ratings

🗓️ 11 June 2025

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

Quint and Allie talk about what to look for if you want a financial advisor.

Transcript

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0:00.0	Hey, this is Ali, and thanks for listening to the show.
0:04.2	Give us a five-star review where you listen and share this episode with someone who might need to hear it.
0:08.5	Now, enjoy the show.
0:12.4	Welcome back, ladies and gentlemen, you're listening to another edition of DIY Money.
0:16.8	DiWiwam.
0:18.0	Hey, Howard, how are you doing this morning at 8.21 a.m.
0:21.3	Not good, Quint.
0:23.7	This is what you have to understand about morning.
0:26.5	So for context, we usually cut this show around 10, so I have time to wake up and be fired up and in a good mood.
0:33.7	And Quint was like, oh, tomorrow, let's cut a bunch of podcasts.
0:36.8	Let's just come in at eight.
0:37.9	And Logan was like, eight's great.
0:39.6	And here I am dying.
0:41.1	I am preparing for some travel extended period of time.
0:45.6	And we needed to cut a bunch of podcasts.
0:48.1	So what do you do?
0:49.0	The early bird gets the worm.
0:50.5	And Ali, you know, Logan and I high-fiving.
0:52.7	All right.
0:53.0	We'll see you at 5 a.m. Club, woo-woo.
0:55.1	Allie's like, eight.
0:56.8	We got to do eight.
	...

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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.