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InvestTalk

01-16-20: Survey Says: 75% Of People Consider Themselves Financially Savvy-- Yet Know They Make Mistakes

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Business, News, News Commentary, Entrepreneurship, Investing, Business News

4.41.5K Ratings

🗓️ 17 January 2020

⏱️ 46 minutes

🧾️ Download transcript

Summary

Budgeting blunders, such as impulse purchases, are typical occurrences-- so how can you improve your habits?

 

Today's Stocks & Topics: Mergers, Housing Market, Gold ETFs, Silver, VIX - CBOE Volatility Index, BABA - Alibaba Group Holding Ltd. ADR, BIDU - Baidu Inc. ADR, Retirement Funds, Technical Analysis, Bullish and Bearish Consolidation, Topping, Basing, ARR - Armour Residential REIT Inc., Saving for Retirement.

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Transcript

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0:00.0

This podcast is produced by KPP Financial, Steve Peasley President,

0:10.4

KPP Financial, Independent thinking, shared success.

0:15.0

And now today's podcast. Good afternoon fellow investors and welcome to our Thursday January 16th edition of Invest Talk, January 16, 2020.

0:36.0

I know it's pretty crazy, right?

0:38.0

And we're in the third week of the new year and the new decade, and the market just seems to be loving that liquidity wave from the Federal

0:48.3

Reserve and you know we've seen a little bit of volatility around the news that the tariffs are going to remain in place

0:57.2

for the balance of the year, but that didn't deter the market from making a new high once again.

1:05.0

And as you know, Steve and I focus our attention each and every weekday to helping you get your investment strategies aligned with your goals, your risk

1:15.7

tolerance levels, and your performance objectives.

1:18.6

And you know, this is an ongoing process and especially in a market like this it can be challenging to know how to

1:25.7

navigate it so our goal here each and every weekday is to give you the tools

1:45.5

give you the tools to make better decisions not just today but ongoing for hopefully the rest of your lives and build yourself, help you build yourself towards your own version of financial freedom. I'm Justin Klein and I hope you will call me with your investing and money related questions.

1:51.1

Are any time listening line is open right now. So I'm taking your calls live at 8899 chart. That's 8892478. And as you might know, Steve, is scheduled two consultation trips, one from one week from tomorrow.

2:07.0

So next Friday, January 24th will be in Dallas, Texas for no-cost portfolio reviews.

2:14.0

And I believe he has one spot left,

2:16.6

so if you want to meet with him,

2:18.2

reach out to us through our website.

2:21.5

Or if you want to meet with them in New York City, January 29th and 28th,

2:25.6

Tuesday and Wednesday, so about a week, a little over two weeks from today.

2:31.3

And you can do that that you can schedule yourself on his calendar through

2:36.3

Invest Talk.com as well to click on portfolio review. Now my main talking point

2:39.9

today concerns a story. A new survey says 75% of people consider themselves to be financially

...

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