meta_pixel
Tapesearch Logo
Log in
DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Should I Have Cash in My Retirement Account?

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

🗓️ 19 June 2024

⏱️ 22 minutes

🧾️ Download transcript

Summary

Logan and Quint unpack how much cash should be held within retirement accounts.

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.

0:16.0

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

0:20.8

DIY Money. DIY money.

0:21.9

Watch Shake and Logan.

0:23.6

I think we need story time, and my question for you today is best, like most lesson that

0:30.0

you learned in what was that stock?

0:31.8

From buying or selling a stock, what was a lesson you learned from a certain company?

0:37.2

Well, I think I have mentioned many times going back to my early days of investing,

0:45.4

meaning when I had money, which means I was starting to build my business and put money away.

0:52.0

And in hindsight, I wish I would have just kept things super, super

0:56.0

simple, buying index funds and dollar cost averaging. I always, even after I say that, I was listening

1:03.0

to a podcast that we did recently, and I mentioned that. And then I thought, well, I just bought more

1:09.0

XYZ yesterday. Like, you know, like there's this new nuclear fission company I'm super interested in.

1:17.6

And I bought some shares and I'm learning all about fission.

1:22.4

You've heard we joke around the office now fission.

1:25.3

And so there is an element of intrigue and fun and and i never

1:33.1

it's not like when people go to the track or the casino and they're like well i dropped three

1:37.4

hundred dollars but it was my entertainment i'm like wow i don't ever that to me is not that's

1:43.4

expensive and like twenty dollars is entertainment to me so i don't ever, that to me is not, that's expensive, like, $20 is entertainment to me.

1:47.3

So I don't, it's not that. I'm certainly trying to make money. I am very proud, I think I've

1:52.7

mentioned this before. My wife and I just had the opportunity to make a large gift that will

1:58.3

establish a investment program at a local high school. I'm super excited. That

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from 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 the property of its owner and not affiliated with or endorsed by Tapesearch.

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.

Copyright © Tapesearch 2026.