When Do You Need a Trust?

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

4.6 • 858 Ratings

🗓️ 20 March 2024

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

Daniel and Quint talk about estate planning and when it is important to get a trust in place.

Transcript

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0:00.0	Hey, this is Daniel.
0:01.8	Thanks for listening to DIY Money.
0:04.1	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.
0:10.5	Now, enjoy the show.
0:15.8	Welcome back.
0:16.8	Ladies and gentlemen, you're listening to an audition.
0:19.7	See, I started getting.
0:20.6	He's touching me.
0:21.3	Well, your coffee has like a love language message on it.
0:24.0	Somebody made me a note.
0:25.9	You're a Starbucks person.
0:27.3	Yeah, it says PS. Don't forget to have a great day.
0:29.7	I was like, oh, where's the letter?
0:31.3	Like, usually PS comes after something.
0:33.4	What does PS stand for?
0:34.9	Post-script?
0:35.6	Post-script.
0:36.6	Yeah, script, right. What does PS stand for? Post script? Post script. Post script.
0:37.8	Well, there's no script here.
0:38.9	You're smart.
0:40.2	All right.
0:40.8	Well, I guess the coffee is intended to be the love letter.
	...

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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.