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

How to Charitably Give Stock

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, Education, Money, Real Estate, Investing

4.6858 Ratings

🗓️ 4 March 2024

⏱️ 23 minutes

🧾️ Download transcript

Summary

Quint and Logan talk through tax advantages and strategies for giving stock to charity.

Transcript

Click on a timestamp to play from that location

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.

0:15.9

Welcome back. Ladies and gentlemen, you're listening to another edition of DIY money.

0:21.5

DIY money.

0:22.1

What's he? Logan.

0:23.1

Well, you know, we are on a financial podcast, and I feel like we don't talk enough about what's going on in the world, what's going on in the market.

0:29.2

So what's going on in the markets?

0:30.9

I'll tell you why.

0:31.5

I'll tell you why because people, you know, I just got a note from somebody the other day. They were like, hey, you know, I logged into the DIY tribe.

0:39.7

What, you know, what's going on there?

0:41.4

And I'm like, oh, new listener.

0:42.9

Like, not that I don't every once in a while engage in the tribe, but I have not been as active.

0:48.3

I've tried to kind of re, you know, kind of re-motivate myself to get in there and get get it going but if you're new to

0:55.2

the show and you listen like start 200 episodes 300 episodes ago there was a season where I was

1:02.0

in the tribe like every day you were so yeah I mean I I always it's a good as long as we keep it in

1:07.7

general the learning lesson or talking about markets then when somebody listens two years from now and they go, oh, wow, yeah, that's good, you know, especially if we're in the midst of like a terrible bear market.

1:17.7

So what's going on?

1:19.4

Well, markets are back to new highs.

1:21.0

I will say it's interesting you bring that up because not that long ago, like last fall, we went through a pretty significant pullback in the markets.

1:31.9

And most people were getting very, very bearish.

1:35.8

And we just made the, we didn't make a market call, but we just said, look, get on the soapbox a little bit.

1:41.5

Patience, you're a long-term investor.

1:47.0

You're not a trader. You're not trying to just,

...

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