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InvestTalk

05-02-18: Wall St. is Sending a Wakeup Call

InvestTalk

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

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

4.41.5K Ratings

🗓️ 2 May 2018

⏱️ 46 minutes

🧾️ Download transcript

Summary

Your goal should be to have a plan that keeps you on course even when the market makes a correction, a crash or a bear market.
Today's Stocks & Topics: Cash Value & Retirement, Dividend Portfolio Investment, Public Storage Preferred Stock, PM - Philip Morris International Inc., MO - Altria Group Inc., CMI - Cummins Inc., URI - United Rentals Inc., Gold.

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Transcript

Click on a timestamp to play from that location

0:00.0

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

0:10.3

KPP Financial, Independent Thinking, shared success.

0:15.0

And now today's podcast.

0:17.0

Good afternoon everybody and welcome to the May 2nd edition of Invest Talk.

0:26.0

Our goal is always to give you some help, maybe some useful,

0:30.0

or give you, provide some useful resources, to help you make the best possible money decisions you can make.

0:36.0

And no matter who you are, you could be highly educated, executive, and professional, it doesn't matter, very successful in your career.

0:44.0

You're going to be challenged.

0:46.6

You're going to have very limited time left over to manage money between your job and your

0:51.2

family, you know, you just don't have the time for your personal finances.

0:55.0

You just like buy something and just forget about it.

0:58.0

Or you don't even buy something, you just let the money build up.

1:02.0

So you probably need help. And of course you can reach us at the

1:06.8

program, I made at 899 chart and ask any questions you want, but you may need more help than

1:11.8

that and you can go to Invest Talk.com and click on got a question and ask me directly

1:16.4

And we can have a private setting for your question

1:21.3

Anyway, so let's get to right to work answering the questions. I know you hear a lot of stock questions on the program, but you don't have to be stock questions. You can ask broader general questions anything financial we'll talk about anything

1:35.3

about money how to pay off your mortgage earlier that's a simple question should

1:41.5

you get an annuity? Do you need a trust? So let's go to our 24

1:46.5

hour listen line, 88899 charts how you reach us anytime.

1:50.3

Hi Steve and Justin, this is Carlos in Tucson you really enjoy your show my wife and I have

1:56.6

accumulated a substantial amount of cash value from several whole life policies

...

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