What to Expect From a Financial Planner

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

4.6 • 858 Ratings

🗓️ 1 November 2020

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of DIY Money, Quint and Daniel discuss what you should expect when you are planning to meet with a financial advisor.

Transcript

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0:00.0	Hey there, this is Daniel. Thanks for listening to DIY Money. Now, if you haven't already, be sure to give us a five-star review so your friends know that this is a show that they can learn from. Follow us on Instagram at DIY.money. Now, enjoy this episode.
0:21.6	Welcome back.
0:23.3	Ladies and gentlemen, you're listening to another edition of DIY money.
0:29.5	DIY money.
0:30.6	I'm here with Magic Mike, formerly Daniel Zulno, now Magic Mike of Instagram, DIY.
0:37.2	Dot Money. Because I'm hot, hazeau hazehack. Daniel Zulno, now magic mic of Instagram DIY.Money.
0:38.3	Because I'm hot, hot, hot, hot, hot, hot, hot.
0:42.8	What do you think about your new fame, your dance fame, your viral video?
0:47.8	People seem to like it.
0:48.9	I guess there's not a lot of financial planners out there that are busting a move.
0:52.5	Yeah.
0:53.6	So, hey, you know know what we got a shout
0:55.9	out on instagram uh from dr paul in tanzania seriously yeah awesome who also on his instagram has like
1:04.4	he's either lived or traveled to like barundi ralanda etc so what's up Paul? Wow. Dude, you live everywhere where good coffee comes from.
1:13.0	So we need to be friends.
1:15.2	I think he's probably saving lives.
1:18.1	Probably.
1:18.6	But if he wants to, like, ship coffee as well.
1:22.1	Because I could use some more.
1:24.0	Oh, well, Dr. Paul, that's fantastic.
1:27.0	I need to get on Insta for that kind of stuff.
1:28.8	So that's great.
	...

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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.