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InvestTalk

04-08-20: Some of The Best InvestTalk Calls 02

InvestTalk

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

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

4.41.5K Ratings

🗓️ 9 April 2020

⏱️ 49 minutes

🧾️ Download transcript

Summary

Today's Stocks & Topics: I-R-A, ETFs, Mutual Funds, 401k, 200 Day Moving Average, Insurance, Rebuilding After Bankruptcy, Roth I-R-A, Fiancial Analysis, Young Investor, Mutual Funds vs. ETFs, Unusual Expectations, Over the Counter Stocks, Long-Short Mutual Funds, When to Sell, I-Bonds, Income Production Vehicles, Equity, Investing for Kids.



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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.

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. 888 92478. Let's go to Mark and PB, how you do

0:51.7

a mark? And for all those guys out there, Mark, who don't know where PB is,

0:54.7

that specific beach.

0:56.3

I grew up in San Diego, so we all called it PB.

0:58.8

Yeah, I have four different Iris.

1:00.8

Yes.

1:01.3

I have a traditional, I have a Roth rock a rollover and a step. Okay. Can I

1:06.3

combine any? Yes. Is the step currently being funded right now is that? No I

1:12.3

basically did it is like kind of a tax saving right I know a lot of

1:16.4

us did yeah for about ten thousand I get that's how much you can pull out if you were to buy a

1:21.5

house yep I did that too.

1:23.6

A lot of people did that.

1:24.9

Now yes, you could combine the IRA, the rollover IRA,

...

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