12-27-2022 - Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 27 December 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: Fully Paid Lending, Preferred Stocks, 401K Funds, Corporate Bonds, Big Banks Bonds, Metals, Buy and Sell, Social Security & Taxes, 403B to a Roth I-R-A, Investing, Individual Bonds, Value Investing, Portfolio Management, Stock Losses, ETFs, Stock Investing, Municipal Bonds, Asset Allocation, Buying More of the Same Stock.
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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 |
| 0:23.9 | and share their unbiased answers. |
| 0:27.1 | This is Invest Talk. |
| 0:29.1 | Independent Thinking, shared success. |
| 0:32.1 | 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. |
| 0:45.2 | This is a special best of caller questions and Invest Talk compilation program. |
| 0:50.0 | Remember, the Invest Talk phone lines never close, please call with questions, 888-99 |
| 0:56.1 | chart, 888-99 CH-ART. |
| 1:00.7 | They will be played and answered on an upcoming Invest Talk podcast. |
| 1:05.9 | 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 |
| 1:15.1 | as they're financial. |
| 1:16.1 | 888-99 charters are number, 888-9924278. |
| 1:20.1 | Hi, Steven Jetson, this is Kevin, calling from La Crescente. |
| 1:25.2 | Happy Holidays to both of you, calling because I have a question about fully paid lending. |
| 1:32.4 | I have my retirement account with Fidelity and I received an email asking if I was interested |
| 1:40.3 | or enrolling in their fully paid lending program, trying to see what the cons are of doing |
... |
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