2-20-2023 - Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 20 February 2023
⏱️ 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 Hidden Fees, Restricted Stock Units (RSUs), 401k, Bonds and Junk Bonds, Investment Variable Annuities, I-R-As, 401k Allocation, China's Economy, Fundamental Analysis, Roth I-R-A, Dividends Investing, Following Other Investors Moves, Investing Strategy.
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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 Colored 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. |
| 1:05.2 | We're going to go talk to Paul and San Francisco, listen to us on KDOW. Hi, Paul. |
| 1:10.2 | If I am again, I have a question about the four-way chase now. |
| 1:14.4 | There's one of the talking heads on KDOW. He's on the raft, the four-way chase, he says |
| 1:19.2 | bad, because there are hidden fees, he says there's 27 of them. |
| 1:23.8 | Can I get some kind of ways of do they fit or not? |
| 1:28.6 | Yes, there's fees in the 401K plan that are kind of hidden, most of them have them. |
| 1:34.8 | They usually have the mutual funds in the four-way KPP plan, are usually have not the best |
| 1:43.6 | funds and funds that tend to be higher in their annual management costs in those funds. |
| 1:52.4 | There's fees because of the different reporting requirements required by 401K. |
| 1:59.4 | We call them hidden because they're not really transparent, but they are there. |
| 2:05.4 | You can't see them, but you just have to work to find them, so yes, he's right. |
... |
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