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

Differences Between Cash Equivalents

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!

Education, Investing, Self-improvement, Business, Real Estate, Money

4.6858 Ratings

🗓️ 1 February 2023

⏱️ 19 minutes

🧾️ Download transcript

Summary

On this episode of DIY Money, Daniel and Logan talk through different cash equivalents like treasuries, CDs, and money market funds.

Transcript

Click on a timestamp to play from that location

0:00.0

Hey, this is Daniel. Thanks for listening to DIY Money.

0:04.0

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.

0:10.4

Now, enjoy the show.

0:16.8

Welcome back, ladies and gentlemen, to another edition of DIY Money.

0:20.9

DiI. Money.

0:21.7

Brought to you by Jewel Financial.

0:24.4

I have not been able to fully say that.

0:26.7

I said it a little bit on the last episode, but brought to you by Jewel Financial.

0:30.1

We are a planning investment advisory firm that helps you manage for the future.

0:34.9

And I don't know if you've seen this on our website, but we now have rolled back out a wealth development program.

0:41.5

So check that out.

0:42.6

It tells you more about what we do as a firm.

0:45.6

And essentially what it is is that we're lowering our minimum to work with people

0:51.9

and help them build over time.

0:53.3

There's qualifications to get into that

0:55.0

wealth development program, but it all starts with a call and meeting with us and chatting a little

0:59.4

bit more to tell us more about your situation. So feel free to look us up at jewelfinancial.com

1:04.9

and learn more about the wealth development program and kind of how you could work with us in the

1:09.0

future. Yeah. You hit the nail on the head.

1:11.7

Perfect. All right, Daniel. What else is going on in your life? What's new? What's new on the

1:16.4

training front? You had a great season from what it sounded like. You were a rock star in your

1:22.0

cycling. Cycling league. Yeah. Now I'm just into the winter strength program. So I take two to three months in the winter when it's cold and disgusting and focus on building strength, setting a foundation. It's kind of like financial planning or investing, right? Like you got to build a foundation, then you sort of build upon that. It's kind of like creating a portfolio. Like you create it for your goals. We talked about that on our last episode, right?

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