05-31-2021 - Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 31 May 2021
⏱️ 47 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: Backdoor Roth I-R-A, Retirement, Mutual Funds vs ETFs, EV Sector, Holdings, Investing Strategy, Investing in Australia, Position, Index Funds & Dividends, 401k Contributions, Financial Analysis, Trading, IPOs, Companies Buying Back Stocks, Retirement, Starting a Hedge Fund, Gold, Investing.
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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. |
| 0:56.7 | Hi, my name is Sarah from Irvine. |
| 0:59.6 | I had a question about backdoor Roth IRA account. |
| 1:03.6 | My husband and I are income is too high for a Roth IRA. |
| 1:07.0 | I was wondering when a backdoor Roth IRA made sense and what the tax benefits and tax |
| 1:12.8 | liabilities are. |
| 1:13.8 | Thank you so much for your content. |
| 1:15.7 | I love the podcast. |
| 1:16.7 | Okay. |
| 1:17.7 | Well, this is a pretty difficult question because it's specific to a person in a family |
| 1:22.0 | situation. |
| 1:23.4 | So do you have a 401K or you're maxing that out too? |
... |
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