11-25-2022 - Best of Caller Questions - Black Friday
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 25 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. |
| 0:32.2 | 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 Color Questions Invest Talk compilation program. |
| 0:49.8 | Remember, the Invest Talk phone lines never close, please call with questions, 888-99 |
| 0:56.0 | C-H-A-R-T. They will be played and answered on an upcoming Invest Talk podcast. |
| 1:05.9 | Welcome to Invest Talk. Above average investing for the average investor, we try to bring |
| 1:11.0 | you useful information and answer any questions you might have as long as they're financial. |
| 1:16.4 | 888-99 charters are number, 888-9924278. |
| 1:21.7 | Jason, say a deal, how you doing Jason? |
| 1:23.5 | Good, good. I recently changed jobs and I rolled my 401k over into a IRA and it's got |
| 1:31.6 | about $14,000 in it and that's about all the investments that I have. |
| 1:36.7 | Now I'm wondering what do I do with it? It's not really enough money that I feel like |
| 1:41.6 | I should invest in individual stocks. Do I buy a mutual fund or a couple mutual funds |
| 1:48.6 | or what do I do with about $14,000? |
| 1:51.2 | I buy several mutual funds, not one, not two. Maybe at $14,000, I would probably buy |
| 1:58.0 | maybe four. If you're in a 401k, you may not have made many choices though. |
... |
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