3-9-2023 – Tips on How to Make Your Investing Goals Realistic
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 10 March 2023
⏱️ 47 minutes
🧾️ Download transcript
Summary
Combining two procedures, experts in the field have developed a four-step strategy to help increase goal commitment and performance.
(It’s important to make actionable plans to reach your goals.)
Today's Stocks & Topics: EQNR - Equinor ASA ADR, Food Delivery, Oil Sector, CGBD - Carlyle Secured Lending Inc., SACH - Sachem Capital Corp., MPW - Medical Properties Trust Inc., Pay Off Car or Buy Property, Foreign Stocks, MBUU - Malibu Boats Inc. Cl A.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.5 | Just and client and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.5 | and share their unbiased answers. |
| 0:18.2 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:23.6 | clients throughout the United States. |
| 0:26.4 | The clarity for your path forward starts now. |
| 0:30.8 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Clyde. |
| 0:38.4 | Good afternoon fellow investors and welcome back to Invest Talk this Thursday, March 9, |
| 0:44.9 | 2023 edition. |
| 0:47.4 | And in many parts of the country we are still in winter mode, but on the calendar we are |
| 0:52.2 | moving through week 10 of 2023, winding down the winter season. |
| 0:58.1 | But still there is a bit of frigidness across the land and markets right now. |
| 1:06.3 | And markets are shifting, they are changing and today was one of those kind of surprise |
| 1:12.1 | days, one of the first big surprise days of the year. |
| 1:17.3 | And that's what we're going to help you do on pack what really was the catalyst here. |
| 1:23.5 | And we're going to look at that today. |
| 1:25.2 | I'm Justin Clyde. |
| 1:26.2 | I'm here on today's Readish Show and Podcast to help you make the most of your portfolio |
| 1:30.7 | strategies and make good consistent decisions. |
| 1:36.3 | So I look forward to this hour, hosting the Invest Talk podcast, hearing your finance and |
| 1:42.2 | investment questions that I'm sure you have many of in today's market, whether that's |
| 1:46.8 | about bonds, interest rates, real estate stocks, different sectors of the market, segments |
... |
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