03-10-2020: ENCORE Show from January 1st, 2020 - Some of The Best InvestTalk Calls 03
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 11 March 2020
⏱️ 47 minutes
🧾️ Download transcript
Summary
Today's Stocks & Topics: Roth I-R-A, IPOs, Stock Investing, Brokers, Gold, 401k, Bonds, Treasury Bonds, ETFs, Companies Buying Back Stocks, Financial Advisors vs. Planners, Trading, Starting a Hedge Fund, Investing, College Savings Plans, Warrants, Dividends, Stock Evaluation, Retirement.
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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. |
| 0:17.0 | You're listening to an encore presentation of Invest Talk. |
| 0:24.0 | Please call with your questions and comments though, 88899 chart 88899, |
| 0:30.0 | CHA-R-T, and Steve will answer them on the next Invest Talk. |
| 0:34.0 | Welcome to Invest Talk. |
| 0:36.0 | Above average is resting for the average investor. |
| 0:39.0 | We try to bring you useful information and answer any questions you might have as long as |
| 0:44.0 | their financial. 8-899 charters are number 888 9-92478. |
| 0:50.0 | Let's go to Mike and San Jose. How you doing Mike? |
| 0:52.0 | Doing well, how are you? |
| 0:53.0 | Good, thanks for calling. |
| 0:54.0 | I have a 401k from a former employer that I'm in a process of |
| 0:58.0 | rolling over to an IRA with my current broker. |
| 1:02.0 | However, my broker won't do anything but you me basically how's the role of IRA as I'm sure is normal |
| 1:09.2 | My question is what do I do with the funds I have no clue on how to pick the right mutual funds or what kind of distribution of the funds I should be looking at as far as diverse? |
| 1:19.0 | How old are you, Mike? |
| 1:20.0 | Mid-30s. |
| 1:21.0 | Mid-30s. Okay, so being young, you want to kind of be aggressive. |
| 1:24.0 | I know it's been very frightening, be aggressive the last 10 years, but still you've got lots of years. |
| 1:29.8 | What to actually pick? |
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