When to Encourage Meeting With an Advisor

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

4.6 • 858 Ratings

🗓️ 8 June 2022

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of DIY Money, Quint and Daniel discuss when you should encourage others nearing retirement to meet with an advisor.

Transcript

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0:00.0	Hey, this is Daniel.
0:01.7	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.
0:10.5	Also, follow us everywhere on social at DIY Money Podcast.
0:15.9	If you haven't already, be sure to check out the video on YouTube.
0:19.3	We've got some awesome bonus content there.
0:21.9	Now, enjoy the show.
0:28.6	Welcome back, ladies and gentlemen, you're listening to another edition of DIY money.
0:34.4	DiRWA money.
0:35.7	Oh, I mean, it's a marathon session today.
0:38.5	We're doing multiple, multiple podcasts.
0:41.0	Of course, folks don't know that because they get two weeks.
0:45.2	They listen to one at a time, but...
0:46.3	Yeah.
0:47.4	Housekeeping odds and ends.
0:49.0	Really, the last couple episodes I've mentioned this, but we do need your questions.
0:53.5	The whole podcast centers around questions. The whole, the whole podcast
0:55.2	centers around questions. So if you have been a listener and maybe you're new to the show,
1:01.6	maybe not, maybe you've listened for a long time and you've thought, I want to send in a question
1:06.1	or something goes on your mind about, it doesn't even have to be some kind of complex financial question
1:11.4	I like I like questions like
1:12.7	like hey what's going on in the world
	...

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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.