05-13-2021 - Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 13 May 2021
⏱️ 50 minutes
🧾️ Download transcript
Summary
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.
Today's Stocks & Topics: Uniform Gifts to Minor, Retirement, Roth, Yahoo Finance Information, Retirement Contributions, IPOs, Bond Funds, Income Production Vehicles, Health Savings Accounts, Starting a Portfolio, Automation Stocks, 529 Plan, Mortgage, Value Stocks and Growth Stocks, Pull Back, Transfer Positions, Mutual Funds.
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Transcript
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| 0:00.0 | On radio, streaming live on InvestTalk.com and for our podcast subscribers, this is InvestTalk |
| 0:11.6 | above average investing for the average investor. |
| 0:16.5 | Invest talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:22.3 | clients throughout the United States. |
| 0:26.0 | And now KPP Financial President, Financial Advisor Steve Peasley. |
| 0:32.3 | You're listening to an on-core presentation of InvestTalk. |
| 0:36.2 | Please call with your questions and comments though, 888-99 chart, 888-99CHRT, and |
| 0:43.4 | Steve will answer them on the next InvestTalk. |
| 0:46.8 | Welcome to InvestTalk above average investing for the average investor. |
| 0:51.4 | We try to bring you useful information and answer any questions you might have as |
| 0:55.7 | long as they're financial. |
| 0:57.1 | 888-99CHRT is our number. |
| 0:59.1 | Everybody can reach us. |
| 1:00.1 | We have lines open. |
| 1:01.1 | 888-9924278. |
| 1:03.1 | Let's go to Casey and Sunneville. |
| 1:05.1 | How you doing, Casey? |
| 1:06.1 | I'm doing very well. |
| 1:07.1 | How are you? |
| 1:08.1 | I'm doing great. |
| 1:09.1 | I have a question. |
| 1:10.1 | I wanted to do some sort of an alternative gift for my nephew who's three years old. |
... |
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