Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds ...
In this compilation program, Steve Peasley field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Asset Allocation and Market Valuation, Bond Exposure, Credit Card Debt, Where to Invest After 70, China's Economy, Bonds and Junk Bonds, Investment Variable Annuities, Closed-End Funds, Fundamental Analysis, Low Risk Investment, Required Distributions, RMDs, Young Investor, Target Price to Sell, Retirement Funds Management.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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46:55
Best of Caller Questions - Thanksgiving Edition
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space, 457 Rollover, Low Contribution Limits, Tariffs, Covered Call Strategy, Foreign Stocks, Gas-Pipeline Producers, How Much Debt a Company Has.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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46:56
Over Half of U.S. Workers Plan to Rely on Social Security for Retirement
An alarming trend underscores the urgent need for individuals to rethink their retirement strategies and explore additional savings options.Today's Stocks & Topics: KLAC - KLA Corp., Market Wrap, BUD - Anheuser-Busch InBev S.A. ADR, Over Half of U.S. Workers Plan to Rely on Social Security for Retirement, ALSN - Allison Transmission Holdings Inc., TSLA - Tesla Inc., Roth I-R-A, China’s Stimulus Package, DPZ - Domino's Pizza Inc., DELL - Dell Technologies Inc. Cl C, Trump’s Cabinet picks?Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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47:24
Direct Indexing vs. ETFs: Which Investment Strategy Wins the Game?
One methodology offers personalized stock ownership and tax efficiency while the other provides simplicity and cost-effective diversification. Today's Stocks & Topics: KMI - Kinder Morgan Inc., Market Wrap, Money Market Funds, QCOM - Qualcomm Inc., Index Funds, WMT - Walmart Inc., NBIS - Nebius Group N.V. Cl A, CHPT - Charge Point Holdings Inc., BWA - BorgWarner Inc., Small Caps, PCRSX - Principal Large Cap Growth Fund, Trump’s Tariffs.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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46:41
How to Celebrate Thanksgiving Without Overspending
With prices for Thanksgiving expenses up by 19%, you'll want practical tips for celebrating affordably. Today's Stocks & Topics: APLE - Apple Hospitality REIT Inc., Market Wrap, XSVM - Invesco S&P Small Cap Value with Momentum ETF, How to Celebrate Thanksgiving Without Overspending, Dividend Reinvestment, LBRT - Liberty Energy Inc., Betting on Inflation, Trend Following, AMLP - Alerian MLP ETF, Corporate Insiders.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount.This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies.InvestTalk, a daily program, delves into a range of pertinent investment subjects while addressing listener queries. Powered by KPP Financial in Irvine, California, the show/podcast is hosted by KPP Owner Justin Klein and Portfolio Manager Luke Guerrero.No investment inquiry is off-limits. Are your assets properly diversified? How can you optimize your 401(k) management? What implications do economic shifts have on real estate?Spread the word among your friends and family. They can access timely responses to these and numerous other financial and investment queries in each episode of InvestTalk, airing every weekday. Learn more at InvestTalk.com.
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