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InvestTalk

2-24-2023 – Is There a Sure-Fire Route to Investing Success?

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Business, News, News Commentary, Entrepreneurship, Investing, Business News

4.41.5K 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

Click on a timestamp to play from that location

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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