08-07-2020: Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 7 August 2020
⏱️ 48 minutes
🧾️ Download transcript
Summary
Today's Stocks & Topics: I-R-A vs. Roth I-R-A, Stock Split, Portfolio, New Investor, Bonds, 401k, Stocks Level 2, Getting Into the Stock Market, Stock Evaluation, Closed End Funds, Mutual Funds, International Markets, Ethical Investments, Exchange Traded Funds, Trailing Stops, Bond Funds, Caps.
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Transcript
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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 | You're listening to an encore presentation of Invest Talk. |
| 0:24.0 | Please call with your questions and comments though, 88899 chart 88899, |
| 0:30.0 | CHA-R-T and Steve will answer them on the next Invest Talk. |
| 0:34.0 | Welcome to Invest Talk. |
| 0:36.0 | Above average is resting for the average investor. |
| 0:39.0 | We try to bring you useful information and answer any questions you might have as long as their financial. |
| 0:45.0 | Let's go to Mike and San Jose. |
| 0:47.0 | How you doing Mike? |
| 0:48.0 | Doing well, how are you? |
| 0:49.0 | Good, thanks for calling. |
| 0:50.0 | I have a 401k from a former employer that I'm in a process of rolling over to an IRA with my current broker. |
| 0:57.0 | So however my broker won't do anything but you me basically house the role of our IRA, |
| 1:03.4 | as I'm sure is normal. |
| 1:04.6 | My question is, what do I do with the funds? |
| 1:06.4 | I have no clue on how to pick the right mutual funds |
| 1:09.6 | or what kind of distribution of the funds |
| 1:11.9 | I should be looking at as far as diverse. |
| 1:14.0 | How old are you, Mike? |
| 1:16.0 | Mid-30s. |
... |
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