2-24-2023 – Is There a Sure-Fire Route to Investing Success?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 25 February 2023
⏱️ 47 minutes
🧾️ Download transcript
Summary
The pursuit of excellence in many disciplines can yield rewards like a fulfilling life and career-- but with investing a determination to achieve excellence can lead to lots of transactions, higher costs, and greater complexity.
Today's Stocks & Topics: Various Retirement Accounts, Inflation and Expending Data, NVEC - NVE Corp., SAM - Boston Beer Co. Cl A, Diversification, VET - Vermilion Energy Inc., I-R-A vs. Roth I-R-A.
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. |
| 0:08.9 | Just and client and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.2 | and share their unbiased answers. |
| 0:17.9 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:23.2 | clients throughout the United States. |
| 0:26.1 | The clarity for your path forward starts now. |
| 0:30.4 | Here is KPP Chief Executive Officer, Financial Advisor Justin Klein. |
| 0:37.4 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:41.6 | This is our February 24th, 2023 edition. |
| 0:45.4 | I'm Justin Klein and I'm excited to close out the week with you on today's radio show |
| 0:51.4 | and podcast, help you make the most of your capital. |
| 0:55.4 | Your hard earned capital that you've saved, you've invested, you've grown over the years |
| 1:00.4 | and you want it to continue to grow and you want to preserve it. |
| 1:03.4 | You were here to help you formulate the strategies that will fit your ultimate goals and your |
| 1:09.5 | objectives. |
| 1:10.5 | Now I want to educate you on how to think about the answers to the questions that we cover |
| 1:15.2 | on today's show and some of what we focus will be philosophical in nature and a lot |
| 1:21.0 | of what we emphasize will be the importance of discipline in your decision making process. |
| 1:28.3 | Just like anything in life, being disciplined, having the right frame of mind, the right |
| 1:35.7 | intentions are crucial to making good decisions consistently. |
| 1:42.4 | Okay, so the data that we share will hopefully help bring you closer to the smart decision |
| 1:49.7 | for you. |
... |
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