12-2-2022 – Start Your Estate Plan with 8 Key Steps
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 3 December 2022
⏱️ 46 minutes
🧾️ Download transcript
Summary
It’s helpful to think of estate planning as a process, rather than something that’s one and done and begins and ends in an attorney’s office.
Today's Stocks & Topics: Buying a House in Los Angeles, Retirement Savings for a Baby Boomer, STLD - Steel Dynamics Inc., PYPL - PayPal Holdings Inc., Social Security and Taxes, D - Dominion Energy Inc., MOS - Mosaic Co., November Jobs Report, LUMN - Lumen Technologies Inc., Municipal Bonds, Sell KOS - Kosmos Energy Ltd. and Buy XOM - Exxon Mobil Corp., CRSP - CRISPR Therapeutics AG.
Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.7 | Just and client and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.7 | and share their unbiased answers. |
| 0:18.4 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:23.8 | clients throughout the United States. |
| 0:26.7 | The clarity for your path forward starts now. |
| 0:31.1 | Here is KPP Financial President, Financial Advisor, Steve Peasley. |
| 0:37.1 | Good afternoon everybody, welcome to Invest Talk. |
| 0:40.7 | It is Friday, December 2nd, 2022, so we're in December. |
| 0:46.7 | Christmas is not that far away, what, three weeks? |
| 0:50.2 | And then the new year, and we'll be over with this very icky year, we'll call it a very |
| 0:55.4 | difficult year in the stock market, and we'll get back to, we'll start a second year. |
| 1:02.3 | I have lots of predictions for you. |
| 1:04.6 | Now all these predictions, we have no idea if they're true. |
| 1:08.7 | Once as the better market is going to end pretty soon, it's going to be one of my discussion |
| 1:15.6 | points today. |
| 1:17.7 | And you know, last year at this time, the market was peaking, do you remember? |
| 1:23.0 | It peaked right at January 1st, peaked, and then it started its long year downward. |
| 1:30.1 | So I'm Steve Peasley, and I'm here to tell you that on today's program and podcasts, |
| 1:35.7 | that we're going to discuss portfolio strategies, how to make decisions, answer your questions |
| 1:41.1 | on how you want to manage your money. |
| 1:43.5 | I look forward to doing this. |
... |
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