11-1-2022 - Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 2 November 2022
⏱️ 47 minutes
🧾️ Download transcript
Summary
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.
Today's Stocks & Topics: 401K & Roth IRA, KPP Portfolio Review, Investing in Real Time, Treasury Notes, Volume and Capitulation, Tax Exempt, Bond Maturity, CD Rates, Real Estate Loans, Young Investor, Tax-loss Harvesting & The Wash Rule, Support and Resistance Numbers, 401-K, Book-The Fourth Turning.
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Transcript
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| 0:00.0 | At a time, when investors are confronted with market volatility and a variety of challenges |
| 0:11.3 | 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. |
| 0:27.0 | 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. |
| 0:40.9 | The clarity for your path forward starts now. |
| 0:45.2 | This is a special best of caller questions and Invest Talk compilation program. |
| 0:49.8 | Remember, the Invest Talk phone lines never close, please call with questions 888-99 |
| 0:56.0 | chart, 888-99 CH-ART. |
| 1:00.7 | They will be played and answered on an upcoming Invest Talk podcast. |
| 1:05.8 | Welcome to Invest Talk. |
| 1:07.4 | Above average is resting for the average investor. |
| 1:10.5 | We try to bring you useful information and answer any questions you might have as long |
| 1:15.0 | as they're financial. |
| 1:16.0 | 888-99 charters are number 888-9924278. |
| 1:21.7 | Jason San Diego, how you doing Jason? |
| 1:23.5 | Good, good. |
| 1:24.5 | I recently changed jobs and I rolled my 401k over into IRA and it's got about $14,000 |
| 1:33.1 | in it and that's about all the investments that I have. |
| 1:36.8 | Now I'm wondering what do I do with it? |
... |
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