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

Getting a Tax Refund

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

4.6858 Ratings

🗓️ 31 March 2023

⏱️ 19 minutes

🧾️ Download transcript

Summary

On this episode of DIY Money, Quint is once again joined by guest Bobby Livesay. They discuss what to do with a tax refund and how to navigate your tax withholdings.

Transcript

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0:00.0

Hey, this is Daniel.

0:01.8

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.

0:15.8

Welcome back.

0:17.0

You're listening to another edition of DIY Money.

0:21.8

DIY Money. DIY money.

0:23.5

We'll get there.

0:24.9

We'll get there.

0:26.5

Episode number two with Bobby Lipsay slash CPA.

0:31.2

Slash CPA.

0:32.8

Certified public accountant.

0:34.3

When did you get your certified public accountancy designation 1997 really so did you

0:41.7

study were you an accounting major at UK so it goes back I was the if you've got time for

0:49.2

this I don't we don't all right I'm just kidding I'm kidding yeah So it goes back to I was the only sophomore in accounting class in my high school.

0:57.4

So in my senior year, they create a class just for me to take.

1:01.4

And then I follow along all through college as an accounting major.

1:05.5

And then you sat.

1:06.5

Then you went to where did you go to work for after?

1:09.3

Just out of school, I went to Cooper's and Libran which is the currently the Price White House Cooper's kind of deal

1:14.5

at the time was it a big five was there six it was six at the time now there's

1:19.0

three four maybe big four yeah I don't know I always find that fascinating yeah so

...

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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.

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