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

Simplifying Your Portfolio

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

🗓️ 17 May 2024

⏱️ 14 minutes

🧾️ Download transcript

Summary

Daniel and Allie talk about taking a portfolio from individual stocks to ETFs and mutual funds.

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.

0:16.3

What's up, everybody, and welcome back to another edition of DIY money DIY money what's shaking

0:23.1

Daniel it's been a while since we've been paired up no it's been a bit I lose track of

0:28.1

we were on a street there for a while with like travel where we were on an episode like every

0:33.3

week and then people complained just kidding they didn't complain't complain. That would be awkward. It would be

0:38.4

awkward. I just had the best morning ever. Do you know why? Well, you actually do know why,

0:43.5

because you just asked me about it. But I went to the dentist. And this is my unpopular, one of my many

0:49.3

unpopular opinions. I actually love the dentist. I think I was in love ones. I love lamp. What? I love

0:56.3

lamp. I don't understand why everyone hates it. Like, okay, to be clear, when they're doing the little

1:02.5

like scratching on your teeth, that's a bad time. Yeah. Other than that, it's like, it's kind of like

1:10.5

the doctor, sure. But at the doctor, you get stuck in a room

1:14.7

by yourself and you're just bored waiting for them to come. And at the dentist, they just stay

1:19.7

there the whole time and talk to you and they polish your teeth up and they tell you you're

1:24.7

awesome and then you leave. But I think my love for the dentist started as a kid because I had the best pediatric dentist in the world.

1:34.1

Okay.

1:34.8

And I don't think I'll give them free advertising because I know they're already busy enough.

1:39.3

And this is a national.

1:40.8

That's true.

1:41.8

They would send out Christmas videos, Christmas cards Christmas videos and it was like

1:47.3

the highlight of Christmas I think I know who you're talking about yeah you probably do yeah they

1:51.7

it blew up one year are we talking about the same person probably yeah they're the best the best so

1:57.9

well that's good I didn't have that experience as a child what was your dentist like as a kid

...

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