2-15-2022 - Are Your Bond Holdings Vulnerable in a Rising-Rate Environment?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 16 February 2022
⏱️ 46 minutes
🧾️ Download transcript
Summary
It's smart to be thinking about risks that might be lurking in your portfolio, particularly in segments that you expect to be drawing upon for living expenses within the next several years.
Today's Stocks & Topics: I-R-A Strategies, VWAGY - Volkswagen AG 1/10th ADR, UPST - Upstart Holdings Inc., Goldman Sachs, BEN - Franklin Resources Inc., NRG - NRG Energy Inc., DIN - Dine Brands Global Inc., Chip Shortage Won't End in 2022, BOOT - Boot Barn Holdings Inc., ASTS - AST Space Mobile Inc., The Market and 401Ks, SPYV - SPDR Portfolio S&P 500 Value ETF, DGRO - iShares Core Dividend Growth ETF, VNQ - Vanguard Real Estate ETF, Retirement and State Taxes.
TRIVIA QUESTION: "Can you name the 5 largest cryptocurrencies BY MARKET CAP?"
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Transcript
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| 0:00.0 | Now, I'm this and Vestalk podcast. |
| 0:04.6 | Steve Peasley listens to your questions. |
| 0:08.2 | Hi, Steve and Justin. |
| 0:09.2 | This is Kevin, calling from Locacensica, California. |
| 0:12.3 | I have a question regarding retirement and state income |
| 0:16.0 | taxes, kind of planning ahead for the future, |
| 0:19.2 | thinking of establishing primary residence in a state |
| 0:22.9 | with no state income tax. |
| 0:25.2 | And provides unbiased answers. |
| 0:28.1 | Good question, though. |
| 0:28.9 | A good thought process. |
| 0:30.0 | It's always good to look forward. |
| 0:32.1 | And I think there's only what? |
| 0:32.9 | Seven or nine states that have no income tax. |
| 0:35.7 | In Vestalk, over 38 million downloads and counting. |
| 0:41.1 | Across America and around the world, |
| 0:44.4 | your participation makes it unique. |
| 0:47.6 | 888-99 charts. |
| 0:52.5 | This podcast is produced by KPP Financial. |
| 0:56.9 | Steve Peasley, president, KPP Financial, |
| 1:00.9 | independent thinking, shared success. |
| 1:04.1 | And out to today's podcast. |
... |
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