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

Putting Your Home in a Trust

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

4.6858 Ratings

🗓️ 3 May 2024

⏱️ 23 minutes

🧾️ Download transcript

Summary

Quint and Logan talk about estate planning and utilizing a trust account properly.

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.

0:15.1

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

0:20.6

What's again, Logan?

0:21.6

Well, we've had story time the last couple times you and I have been together.

0:24.9

We have to continue the story time.

0:27.3

So, Quint's story time, we got to the point, I think, last time where you went down to Florida all of a sudden, even though you started a business in Kentucky.

0:35.5

So tell us about Florida. So Florida was amazing and probably there's a couple of highlights to say there.

0:42.7

We, if you recall, went home to my wife after building a decent little business and

0:48.0

certainly on track to continue the growth, had a nice little office, a good staff member, and decent client

0:55.8

base. And I went home one day and I said, hey, I want to give all that up and go work for a guy I met

1:00.2

on the internet. And she was like, that went over great. Yeah. She was like, okay, well, you know,

1:06.3

what will you get paid? And I was like, nothing. And she was like, hmm, okay.

1:12.2

Hey, nobody got time for that?

1:12.9

Where will we live?

1:14.4

I don't know.

1:17.0

I said, but I want to sell everything and move down there.

1:19.8

Anyways, so I said, no, but I'll get a piece of the business.

1:28.6

I always tell young people, I said, this is the time, even though early in marriage, you take risk early and often calculated risk of course and it was a risk we could take if it didn't work out so what we could start again you know i could always rebuild a business

1:33.0

or i could get a job like i've never been afraid of work so we picked up uh moved down there and

1:39.2

uh started i think it was like like the summer of 2005.

1:47.4

Gosh, I always get these dates mixed up.

1:49.5

Yeah, because we were married in the fall of 2004.

...

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