When to Rebalance?

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, Business:investing, Investing, Education

4.8 • 824 Ratings

🗓️ 17 March 2025

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

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Summary

Quint and Logan talk about rebalancing your portfolio and when to make changes to your kids’ accounts.

Transcript

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0:00.0	Hey, this is Daniel.
0:01.7	Thanks for listening to DIY Money.
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0:10.5	Now, enjoy the show.
0:15.3	Welcome back.
0:16.4	Ladies and gentlemen, you're listening to another edition of DIY Money.
0:19.8	DiWi Money.
0:20.8	Oh, wow.
0:21.2	On video.
0:22.0	That was aggressive.
0:22.7	Yeah, got to do what you got to do.
0:23.9	Where'd that come from?
0:25.1	Well, hey, are you going to be the hand guy?
0:27.1	Of course.
0:27.6	We need a hand guy.
0:28.8	Like, there's always, there's always one.
0:30.2	Basically, we'd be doing a puppet show over here.
0:31.6	Are you secretly Italian and I didn't know this? Say serious, Verimente? No, actually not at all.
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	...

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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.