Reading a Brokerage Statement

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!

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

4.6 • 858 Ratings

🗓️ 2 February 2026

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

Quint and Logan talk about understanding the different items on your brokerage statement. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcript

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0:00.0	Hey, this is Ali, and thanks for listening to the show.
0:04.1	Give us a five-star review where you listen and share this episode with someone who might need to hear it.
0:08.4	Now, enjoy the show.
0:12.8	Welcome back.
0:13.7	Ladies and gentlemen, you're listening to another edition of DIY Money.
0:17.3	DiR.
0:17.7	My mom, Logan.
0:20.5	That was pretty fire.
0:21.6	We got it right back.
0:22.6	So tell me about your race.
0:24.6	Oh, man, I had the great privilege of going down to Austin, Texas.
0:29.6	The Enchanting Texas Hill Country.
0:31.6	Unique town.
0:32.6	Very unique town.
0:33.6	Oh, yeah?
0:34.6	Yeah, it was a unique town.
0:35.6	That's all I'm going to say.
0:36.6	Interesting town. I mean, I enjoyed it. I enjoyed it. I didn't. I mean, I was, I kind of went in for a race. Yep. But I went in for a race, a half marathon. I'm halfway kind of to the, through my training plan for my big race, which is in April. For those of you that are following along, I ran in September, a marathon. I absolutely hit my goal, but then I was snubbed by
0:57.9	Boston Athletic Association to the tune of 24 seconds. I'm not bitter. But anyways, I'm going to
1:05.3	run the same marathon again in April and try to absolutely demolish my time.
1:09.8	Love it. So the goal this weekend, the stretch goal, the A goal, was to break 90 minutes.
1:16.4	And I got 129.57.
	...

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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.