05-02-18: Wall St. is Sending a Wakeup Call
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K 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.
Transcript
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| 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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