Working With Parents Advisors

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

🗓️ 3 January 2021

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of DIY Money, Quint and Daniel talk about working with your parent's financial advisors and how you should engage with them to ensure you get the most out of their assistance.

Transcript

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0:00.0	DIY.
0:01.4	Thanks for listening to DIY Money.
0:04.2	Heard weekly around the world.
0:06.5	You can follow DIY Money on Facebook.
0:08.9	Join the DIY tribe on Instagram at DIY.
0:12.3	Money.
0:13.3	And search DIY money on YouTube.
0:16.1	DIY.
0:17.5	Now, enjoy this episode.
0:23.5	Welcome back, ladies and gentlemen, you're listening to another edition of DIY money.
0:30.6	Hey, welcome to 2021.
0:33.4	20, 20, 20.
0:34.1	DiI.
0:36.3	By now, I popped into the tribe probably.
0:40.5	If you listened to the last episode, you would know that.
0:42.8	Last year.
0:43.6	But that was just five minutes ago.
0:45.5	A couple weeks before the end of the year.
0:47.8	Now it's awkward.
0:48.9	Anyways, DIY money.
0:50.9	Appreciate you joining us here on this ever-growing podcast, number one rated budgeting, financial, personal finance podcast on Spotify.
0:59.6	I think we're two or three on Apple iTunes.
	...

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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.