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InvestTalk

06-15-18: How to Defuse Your Tax Time Bomb

InvestTalk

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

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

4.41.5K Ratings

🗓️ 16 June 2018

⏱️ 47 minutes

🧾️ Download transcript

Summary

Qualified retirement plans are a great savings tool, but there's no escaping the tax bill that will come due in retirement.

Today's Stocks & Topics: Short Interest Ratio, Short Squeeze, Interest Rates, U.S.-China Trade deficit, Women's Wealth, TOL - Toll Brothers Inc., ADP - Automatic Data Processing Inc., Tech Companies, MSFT - Microsoft Corp., Buying a House, OLN - Olin Corp., NRZ - New Residential Investment Corp.

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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,

0:10.4

KPP Financial, Independent thinking, shared success.

0:15.0

And now today's podcast.

0:17.0

Good afternoon everybody and welcome to the June 15th edition of Vest Talk. We're already

0:26.2

halfway through the month. I'm Steve Peasley and the number one mission of Invest Talk,

0:31.2

this show, is to focus your attention on the tools and winning strategies

0:35.9

that can help you over time grow and protect your money.

0:40.9

One way to help you is to provide answers, right, to all your financial questions.

0:45.0

If I don't have the answer, I'll look it up.

0:48.0

So what's on your mind today?

0:50.0

We're taking your calls right now, 888-99 chart. It's Friday and usually on Friday

0:56.3

I talk about our KPP premium newsletter that we send up to all our subscribers.

1:00.8

You do that usually in the morning. I share highlights from the various

1:06.7

sections of the newsletter with you on Fridays. The first section, I talked about the economy and how well it's doing,

1:16.2

reaching and possibly reaching a peak. For investors, the market gained strength

1:22.0

the recent weeks with the NASDAQ make up a new high,

1:25.5

but the SFP and NADA are lagging.

1:28.0

So we're going to dig in deeper into that in a few minutes.

1:31.0

By now, let's start injecting your questions by playing a call

1:35.2

that came in earlier on our anytime listener line. 888-99 chart.

1:40.0

Hey fellas, my question is, could you explain short interest and the short interest ratio?

1:48.8

Just how does that maybe help into assessing a good entry point or exit point for a stock.

...

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