3-2-2022 - Your Will or Estate Plan Should Not Be in 'Set and Forget' Mode
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 3 March 2022
⏱️ 46 minutes
🧾️ Download transcript
Summary
There are certain life events and other types of triggers which may impact your tax and legal strategies.
Today's Stocks & Topics: LUMN - Lumen Technologies Inc., Real Estate Agents, Bubbles, Insider Buying, SHOP - Shopify Inc. Cl A, IBN - ICICI Bank Ltd. ADR, Recession & Investing, CM - Canadian Imperial Bank of Commerce, AAPL - Apple Inc., MSFT - Microsoft Corp., FDX - FedEx Corp.
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Transcript
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| 0:00.0 | Now, I'm this and Vest Talk podcast. Justin Klein listens to your questions. |
| 0:08.3 | What does need on a company's share price falls to cheap prices and executive insiders |
| 0:13.6 | don't buy more? |
| 0:14.9 | My question is, how much of your portfolio should you put into like EPS and mutual funds? |
| 0:21.9 | I have a question about Dutch Bros. It's going to be a new IPO. |
| 0:26.2 | And provides unbiased answers. |
| 0:29.0 | I think the bet on the raw materials that go into electric cars are going to be far better |
| 0:33.2 | than the electric car producers. |
| 0:36.2 | Invest Talk across America and around the world. |
| 0:41.1 | Your participation makes it unique. |
| 0:44.3 | 88899 chart. |
| 0:52.7 | This podcast is produced by KPP Financial. |
| 0:57.1 | Steve Peasley, President, KPP Financial, Independent Thinking, Shared Success, and out |
| 1:04.4 | today's podcast. |
| 1:11.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 1:15.0 | This is our March 2nd 2022 edition of Invest Talk. |
| 1:20.1 | I appreciate you all tuning in. |
| 1:22.1 | I'm looking forward to this hour with you, hearing your finance and investment questions |
| 1:28.1 | and giving you my straight unbiased answers. |
| 1:33.2 | Here to give you the facts, I don't know agenda, just trying to give you some perspectives, |
| 1:39.7 | some data so you can make good investment decisions. |
| 1:43.8 | Now you probably are seeing the environment that we're in right now, seeing a lot of headlines |
... |
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