1-31-2023 – What You Need to Know About Roth IRAs
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 1 February 2023
⏱️ 46 minutes
🧾️ Download transcript
Summary
You should understand Roth IRA contribution and income limits, the ins and outs of the backdoor IRA maneuver, and more.
Today's Stocks & Topics: Tax Rates and Tech-Stocks, Global Debt, CVCO - Cavco Industries Inc., Passive Investing, OLN - Olin Corp., IEX - IDEX Corp., 401k, LUMN - Lumen Technologies Inc., Fed Meeting, EGY - Vaalco Energy Inc., CVNA - Carvana Co. Cl A, CTVA - Corteva Inc.
TRIVIA QUESTION: "According to a career expert, there are several stumbling blocks that could be holding you back when you apply for a job... Can you name a few of your potential PROBLEM AREAS?"
Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Progressive: https://www.progressive.com
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com
* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com
Advertising Inquiries: https://redcircle.com/brands
Transcript
Click on a timestamp to play from that location
| 0:00.0 | At a time, when investors are confronted with market volatility and a variety of challenges |
| 0:11.4 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures, |
| 0:18.8 | just in decline and Steve Peasley, stand ready to take your finance and investment questions |
| 0:23.8 | and share their unbiased answers. |
| 0:27.1 | This is Invest Talk, independent thinking, shared success. |
| 0:32.3 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:37.6 | clients throughout the United States. |
| 0:41.0 | The clarity for your path forward starts now. |
| 0:45.4 | Here is KPP Financial President, Financial Advisor, Steve Peasley. |
| 0:51.2 | Good afternoon everybody and welcome to Invest Talk. |
| 0:54.7 | It is Tuesday, January 31st, 2023, and we have just completed the first trading month |
| 1:01.2 | of this year, 2023, and I know that investors that have been around the market a long time |
| 1:07.2 | know that the dynamics have changed and will continue to change, but we go from bear markets |
| 1:15.2 | to bull markets, bear bull markets last many years, bear markets last one to three years. |
| 1:22.8 | So this is the second year, but January has been up month. |
| 1:27.0 | So far, I mean, I think there's some piece up like 4-5% for the month, 5% for the month |
| 1:34.0 | of January and the NASDAQ has even doubled that and Dow is up 3-4% and it's a little smaller. |
| 1:42.8 | So this has been a very good January, they will move into February. |
| 1:46.7 | The Federal Reserve is meeting right now, so we'll know more about interest. |
| 1:51.0 | There's lots of variables, right? |
| 1:52.9 | These variables cause all kinds of changes. |
| 1:55.5 | So we know that our economy is slow and that's going to affect earnings and I don't know |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

