09-11-18: High Earners Living In High Tax States Can Find A Defensive Posture
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 11 September 2018
⏱️ 47 minutes
🧾️ Download transcript
Summary
Here are some strategies to minimize the impact of taxes on high-earning individuals.
Today's Stocks & Topics: MIK - Michaels Cos. Inc., Trading Sideways, House Sales, 10 Commandments of Retirement, VOD - Vodafone Group PLC ADR, LITE - Lumentum Holdings Inc., FB - Facebook Inc. Cl A, ETFs vs. Mutual Funds, UNH - UnitedHealth Group Inc., TSN - Tyson Foods Inc. Cl A, Money Management Both Ways.
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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 everyone and welcome to our September 11th 2018 edition of Invest Talk and it's quite the momentous I guess day for all of us definitely not in a bad way |
| 0:39.7 | For me it's my birthday so you know 17 years ago was that infamous day and that was actually I was in |
| 0:46.3 | college at the time a pretty impactful day I think for all of us and it's always been everyone remembers my birthday I'll tell you that so but I'm |
| 0:56.0 | happy to be here today filling in for Steve Peasley and the market has |
| 1:00.3 | certainly been interesting lately in August finished very strong yet |
| 1:05.3 | there could be pattern changes ahead and we'll talk about that in just a little bit |
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| 1:30.2 | 4278 is how you get through and ask your question on today's show and I always say try to make that call sooner rather than later. |
| 1:38.0 | Now before I get into the various topics I will touch on in today's program I do want to put out a quick reminder here. A message for |
| 1:44.6 | all our listeners in Northern California. Steve and I are very happy with |
| 1:48.8 | turnout for Steve's one-on-one portfolio review appointments in San Jose last month. In fact, the response was so |
| 1:56.1 | strong that Steve's returning on October 3rd just in a few more weeks so he can sit down |
| 2:01.8 | with you and look at your portfolio suggests ways to make it more efficient and effective. |
| 2:06.0 | So to mark that date, it's October 3rd, and there's no cost to meet with Steve, just register in advance through invest talk.com. Now what are we |
| 2:15.8 | planning to talk about today? Well I'm going to run down some of my highlighted |
| 2:21.0 | topics in a few minutes but I will tease you now with |
| 2:25.3 | this. There is such a thing as a roadmap for getting yourself out of credit card |
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