3-16-2022 - What Happens If Your Partner Disagrees with Your Retirement Plan?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 17 March 2022
⏱️ 46 minutes
🧾️ Download transcript
Summary
It’s important to have an idea of what retirement could look like before you actually hit your golden years and leave the workforce.
Today's Stocks & Topics: MU - Micron Technology Inc., Fed Rate Hike, Western Companies, Food Insecurities, APD - Air Products & Chemicals Inc., BF.B - Brown-Forman Corp. Cl B, ZIM - ZIM Integrated Shipping Services Ltd., SCCO - Southern Copper Corp., NGLOY - Anglo American PLC ADR, Publicly Traded Stock Equities, ABBV - AbbVie Inc., GOOG - Alphabet Inc. Cl C, KRE - SPDR S&P Regional Banking ETF, Regional Banks, ENB - Enbridge Inc.
Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Progressive: https://www.progressive.com
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com
* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com
Advertising Inquiries: https://redcircle.com/brands
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Now, I'm this and Vest Talk podcast. Justin Klein listens to your questions. |
| 0:08.0 | Hey guys, this is David coming from Chicago, and I wanted to get your opinion on ABD or UBUD. |
| 0:14.0 | I'm thinking about maybe putting a trailer stop on it just because I don't want to lose the profit that I've already gotten. |
| 0:19.0 | So anyway, your thoughts, you appreciate it. Thank you. |
| 0:21.0 | And provides unbiased answers. |
| 0:24.0 | Our value is closer to $130 per share, now it's at $156. |
| 0:31.0 | So I think it's modestly overvalued. |
| 0:34.0 | In Vest Talk, over 38 million downloads and counting across America and around the world, your participation makes it unique. |
| 0:46.0 | 888-99 chart. |
| 0:49.0 | This podcast is produced by KPP Financial, Steve Peasley, president, KPP Financial, independent thinking, shared success, and out today's podcast. |
| 1:06.0 | Good afternoon fellow investors, and welcome back to Vest Talk. This is our March 16th, 2022 edition of Vest Talk. |
| 1:16.0 | I am Justin Klein, and I look forward to this hour with you, hearing your finance and investment questions, giving you my unbiased answers, and trying to give you the perspective and the facts that are needed in order to help you make good financial decisions. |
| 1:38.0 | Now obviously markets are volatile, and you need to be considering both short medium and long term goals. |
| 1:49.0 | And that means considering the odds of what happens with different asset classes over the short medium and long term. |
| 2:00.0 | And we want to match your investments with your time horizon that you have that money for. |
| 2:09.0 | So that's why it's important to think in different time frames. |
| 2:16.0 | And today was Fed Day, and Fed Day typically brings short to medium term market reactions, market trajectories, and that can be entirely different than longer term market trajectories. |
| 2:39.0 | You have to understand, understand that, and the volatility that will come over those various time frames. |
| 2:50.0 | So that's what I'm going to help you do today is to unpack all of the relevant data, the relevant perspective that will guide you to a better portfolio, better financial decisions overall. |
| 3:07.0 | Now on this podcast, I'm going to operate with my mission statement, which is always independent thinking and shared success, which means that no matter what I'm talking about, the market as a whole, the Fed, explaining a process of analysis, discussing a stock. |
| 3:23.0 | I'm here to present all without bias just giving the facts as I see them have a lot of data in front of me and hopefully I can give you a lot of that as well as like I said 20 plus years of investment experience that will that will help guide you. |
| 3:38.0 | So you can interact with me during our live stream program from 45 Pacific time, or if you're listening after hours, no big deal. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

