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

When and Why to Rebalance Investments

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!

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

4.6858 Ratings

🗓️ 15 May 2022

⏱️ 19 minutes

🧾️ Download transcript

Summary

On this episode of DIY Money, Logan and Daniel discuss when and why it is necessary to rebalance investments.

Transcript

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0:00.0

Hey, this is Daniel.

0:01.6

Thanks for listening to DIY Money.

0:03.9

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.

0:10.4

Also, follow us everywhere on social at DIY Money Podcast.

0:15.8

If you haven't already, be sure to check out the video on YouTube.

0:19.2

We've got some awesome bonus content there. Now,

0:22.5

enjoy the show.

0:27.9

Welcome back, ladies and gentlemen, to another edition of DIY money.

0:32.0

DIY money. Back again, Daniel. We're back. We didn't go far.

0:38.4

We talked about my world right now.

0:41.0

So what's going on in your world?

0:43.0

I saw some interesting news, headline this week.

0:46.0

By the time people listen to this, it'll be like two weeks ago.

0:49.1

But did you see Fidelity 401Ks offering, I think it's just Bitcoin?

0:54.0

I don't know if it's cryptocurrency or just Bitcoin. Oh, wow. Not all Fidelity 410Ks offering, I think it's just Bitcoin. I don't know if it's cryptocurrency or just Bitcoin.

0:56.2

Oh, wow.

0:56.9

Not all Fidelity 401Ks, but I think they're moving with certain select plans.

1:04.5

So like an employer has a plan.

1:07.5

They hosted at, say, a Fidelity or a Vanguard or something.

1:10.3

And Fidelity is allowing the

1:12.3

option for Bitcoin and some of their plans.

1:16.0

I didn't really understand all of the minute details.

...

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