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InvestTalk

07-19-18: 7 Tough Investment Decisions Everyone Must Face

InvestTalk

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

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

4.41.5K Ratings

🗓️ 19 July 2018

⏱️ 46 minutes

🧾️ Download transcript

Summary

Real life investing is tough for human beings with common fears, desires, and emotions.

Today's Stocks & Topics: New Investor, Options, Strong Dollar, JNJ - Johnson & Johnson, ABBV - AbbVie Inc., JPM – JP Morgan Chase & Co., CGC - Canopy Growth Corp., Where to Invest, KKR - KKR & Co. Inc. Cl A, What is an ETF, Jobs Report, LAMR - Lamar Advertising Co. Cl A., Leading Economic Indicator Report.

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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 July 19th edition of Invest Talk. I'm Steve Peasley and I thank you for making time for us today. I really do appreciate it. I know it's busy. We're all busy and it's's Thursday you know we want to get the work done I had an opportunity to conduct some personalized portfolio reviews yesterday up in San Jose

0:40.3

And things went pretty well I think I was able to show several of our investors

0:45.0

how to they can improve some of their performance, try to get their portfolio in shape,

0:50.0

or just talk about managing their portfolio, it went well.

0:55.0

And for those you that contacted me after the spaces for yesterday's appointment

0:59.0

was full, I am sorry to have missed you, but I have another day set up already in San Jose August 29th

1:07.0

and we'll be giving you a few reminders over the next few weeks so market calendars August 29th I'll be in San Jose again.

1:14.0

Now to the business at hand the goal of helping you grow and protect your money.

1:20.0

That's what we want to do.

1:22.0

And we'll start by answering questions coming up in a minute.

1:25.0

But first, let me tease you about a story I'm going to break down in a few minutes.

1:31.0

During research for the program today, I came across a sentence that caught my attention.

1:36.0

Investing in your 40s starts with financial planning and ends with show me the money.

1:41.0

Remember that term show me the money? Show Me the Money from a movie. I liked that movie that was a very good movie back in the

1:49.5

1990s Jerry McGuire I think it was 1996, and it was starring Tom Cruise.

1:56.7

Anyway, anyone who's seen that film understands the contagious excitement of that phrase.

2:03.0

Show me the money!

2:05.0

I thought it was, I cracked me up.

2:08.0

That was a good movie I think.

...

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