10 Questions to Ask a Financial Advisor
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 7 February 2025
⏱️ 52 minutes
🧾️ Download transcript
Summary
When choosing an advisor for a secure financial future, there are critical questions you should ask.
Today's Stocks & Topics: URBN - Urban Outfitters Inc., Market Wrap, Emerging Markets – Brazil, EWZ - iShares MSCI Brazil ETF, EWZS - iShares MSCI Brazil Small-Cap ETF, 10 Questions to Ask a Financial Advisor, DG - Dollar General Corp., Safe Investment, India, PAX - Patria Investments Ltd., VRT - Vertiv Holdings LLC, CRDO - Credo Technology Group Holding Ltd., LDOS - Leidos Holdings Inc.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is |
| 0:12.1 | InvestTalk, independent thinking, shared success. |
| 0:17.8 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.2 | Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:34.2 | Good afternoon, fellow investors, and welcome back to InvestTalk. |
| 0:38.4 | I'm Lou Guerrero, and I'll be your host today on Thursday, February 6th, 2025. |
| 0:45.4 | And because it's Thursday, it means we're almost done with the first full week of February. |
| 0:50.6 | And for a lot of us, like like myself who are fans of football, specifically |
| 0:57.0 | the Philadelphia Eagles, I'm very excited for this weekend. |
| 1:01.0 | The Super Bowl isn't just about football, it's about spending time with your friends and your |
| 1:05.0 | families, having a barbecue, relaxing, in a world that is constantly emotionally capturing. |
| 1:13.2 | And that's because things are constantly changing. |
| 1:15.2 | Things don't move in a straight line. |
| 1:16.8 | That's not how the world works. |
| 1:20.1 | Think back a week ago. |
| 1:22.6 | The whipsaw in the markets after the announcement of Deepseek. |
| 1:26.3 | And that's just one example in the past 10 days of how quickly things can change, |
| 1:31.7 | how markets react, and how we as investors have to remain prepared, educated, and informed. |
| 1:39.1 | And that's really our goal here. |
| 1:40.6 | Our goal is hopefully, over this hour, five days a week, to educate you and help empower you |
| 1:47.8 | by giving you the tools and the knowledge to become a better investor and achieve your financial |
| 1:53.1 | goals. And we do that by bringing some stories to the table, some actionable items, some educational |
... |
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