meta_pixel
Tapesearch Logo
Log in
InvestTalk

3-2-2021 - Best Callers Questions

InvestTalk

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

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

4.41.5K Ratings

🗓️ 2 March 2021

⏱️ 46 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: How to Invest Your 401(k), Financial Advisors, How to not run out of Money, Retirement, Commodities, Pre-Tax Money, Conference Calls, Cash Reserve Fund, Yield Curve, Statistics, Book Value, Economic Value, Variable Annuities, Bonds and Junk Bonds, Options, Day Trading, Investing with KPP.



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

On radio, streaming live on InvestTalk.com and for our podcast subscribers, this is InvestTalk

0:11.4

above average investing for the average investor.

0:16.4

Invest talk is made possible by KPP Financial, a registered investment advisor firm serving

0:22.2

clients throughout the United States.

0:25.8

And how? KPP Financial President, Financial Advisor Steve Peasley.

0:32.2

You're listening to an on-core presentation of InvestTalk. Please call with your questions

0:37.1

and comments though, 888-99 chart 888-99CHRT and Steve will answer them on the next InvestTalk.

0:46.6

Welcome to InvestTalk. Above average is resting for the average investor. We try to bring

0:51.8

you useful information and answer any questions you might have as long as they're financial.

0:56.9

888-99CHRT is our number, 888-992-4278. Okay, let's go to Jerry and Pittsburgh. Hi, Jerry.

1:04.8

Hey, how do you decide or is it appropriate to, like if you have my particular 401K, you

1:10.6

ain't thank you to so many bar cap, mid cap, whatever. And you stick with the one fund you're

1:15.1

in or do you use the 200-day moving average when do you decide to get in and out of a fund?

1:19.6

Very good question. How do you decide to invest into your 401K? And when do you move stuff around?

1:25.2

Very good questions. About every six months, you should probably look at your 401K and make some

1:30.1

adjustments based on what you think is going to happen in the market or call this show. Yeah,

1:34.0

that's fine. But how to invest the smartest and best way to do it? And the easiest way for you

1:40.0

to do it is dollar cost average in. It works over time. Dollar cost average means you invest

1:46.0

once a month or every paycheck a certain amount and you split it up consistently the same way

1:51.6

every time. When the market goes down in an actuality, when your dollar cost averaging,

1:57.2

you would want the market to go down. That doesn't sound right, does it? But you do. Because as a

2:01.6

market goes down, you're buying more and more shares of the mutual funds that you're going to be in.

...

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.