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!
4.6 • 858 Ratings
🗓️ 1 February 2023
⏱️ 19 minutes
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| 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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