Combining Retirement 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, Investing, Education, Money, Real Estate

4.6 • 858 Ratings

🗓️ 26 August 2024

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

Quint and Allie discuss what accounts can be combined and if you should consolidate accounts.

Transcript

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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.
0:15.7	Welcome back. Ladies and gentlemen, you're listening to another edition of DIY Money.
0:20.0	DIY Money. Watch again.
0:21.6	Feels weird.
0:22.6	Friday afternoon we're recording this.
0:24.9	Normally we record on Thursday morning and I haven't really finished my coffee.
0:29.7	It's riveting.
0:30.1	Whole different vibe right now.
0:32.4	Yeah, 2.30 in the afternoon on Friday, the week is wearing down.
0:36.7	We're ready to go, though.
0:37.4	I'm usually ready for a nap at this time, but I've been subtly limiting my caffeine intake in the morning.
0:44.7	Real long-term listeners.
0:46.8	I'm down to one to one and a half cups in the morning.
0:50.8	Long-term listeners, can you let me finish my thought for a second?
0:55.5	Gosh. I have so many questions.
0:58.2	Like one of my kids are killing me.
1:08.0	Long-term listeners of the podcast will know that I have gone through the manicness of up and down caffeine intake over the years.
1:12.7	And every time I kick it, I'm so thankful that I do because I have energy throughout the day until inevitably a morning comes along where the world decides to beat down
1:19.8	on me and I have no caffeine and I want to crawl back in the bed and suck my thumb and so I
1:26.8	then say this is absurd I've got to fight back into bed and suck my thumb. And so I then say, this is absurd. I've got to fight back.
1:30.8	And into Starbucks I pull. And out I come, a new man ready to go and beat the world down.
1:36.9	And caffeine to the rescue. So, yeah, at this moment, I'm feeling good. Not ready for a nap.
	...

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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.