08-03-18: 4 Factors That Determine Your Financial Success
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 3 August 2018
⏱️ 46 minutes
🧾️ Download transcript
Summary
Financial planning can be very complicated because you have to balance all the information and changes in your life.
Today's Stocks & Topics: Book Value, Jobs Report, Rolling Bear Market, VRP - Invesco Variable Rate Preferred ETF, MIK - Michaels Cos. Inc., FAAMG Stocks, Moving Average, FDC - First Data Corp. Cl A, Market Cap Size, DQ - Daqo New Energy Corp. ADR., Manufacturing Jobs.
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| 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 Invest Talk. You know there's something about the feeling of a Friday afternoon. |
| 0:29.0 | Kind of makes almost, it makes everybody happy, doesn't it? |
| 0:34.0 | Most people who work five days a week, Monday through Friday, |
| 0:37.2 | Friday afternoon, the end of the week, |
| 0:38.9 | the weekend is here, |
| 0:40.9 | gives you good feelings. |
| 0:42.2 | At least it always has for me. I used to be a worker 9 to 5 for my first, I don't know, 9, 10 years, 5 days a week. |
| 0:51.0 | And when the weekend came Friday afternoon, I was pretty happy about it so I assume that's the way I don't do that anymore, but I still do enjoy the weekends |
| 0:59.5 | I'm Steve Peasley this is a vest talk and your calls make it all possible here in a Vest |
| 1:04.6 | talk. |
| 1:05.6 | Whatever your financial or investing questions may be, whether you want clarification of a term |
| 1:10.0 | or some kind of market process or whatever anything financial please give me a call the |
| 1:17.3 | lines are always open 888 99 chart now I want to insert a quick reminder a message for all of the listeners in Northern California. |
| 1:25.0 | I have scheduled another date for portfolio reviews in San Jose and I've been mentioning that here. |
| 1:33.0 | So, you know, I do this constantly. |
| 1:36.0 | After doing this for years and years and years, |
| 1:39.0 | I'm pretty confident about being able to help people take a look at their portfolio, help fine tune it. |
| 1:45.0 | You know, I mean, it's going to be August 29th is when I'll be in San Jose. |
| 1:50.0 | So if you want to sit down with me, now it's the time to do it because it will fill up. |
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