4-09-2021 - Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 9 April 2021
⏱️ 47 minutes
🧾️ Download transcript
Summary
Today's Stocks & Topics: Roth IRA, Mutual Funds, Rebuilding after Bankruptcy, Pullbacks, P.E. Ratio, High Yield, 200 Day Moving Average, New Roth I-R-A, Treasury Bonds, 15 or 30 Year Mortgage, Equity & Retirement, Exchange vs. O-T-C Stocks, Buy & Sell ETFs, Life Insurance, New Investor Question, Weak Dollar, Cannabis Companies, Starting Out, Stocks Indicators, Keep or Sell.
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 |
| 0:11.6 | above average investing for the average investor. |
| 0:16.5 | Invest talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:22.3 | clients throughout the United States. |
| 0:26.0 | And now KPP Financial President, Financial Advisor Steve Peasley. |
| 0:32.3 | You're listening to an on-core presentation of InvestTalk. |
| 0:36.2 | Please call with your questions and comments though, 888-99 Chart, 888-99CHRT, and Steve |
| 0:43.6 | will answer them on the next InvestTalk. |
| 0:46.8 | Welcome to InvestTalk, above average investing for the average investor. |
| 0:51.4 | We try to bring you useful information and answer any questions you might have as |
| 0:55.7 | long as they're financial. |
| 0:56.7 | Let's go to David and San Diego. |
| 0:58.7 | I do David. |
| 0:59.7 | I'm doing great. |
| 1:00.7 | Thank you. |
| 1:01.7 | Thank you for calling. |
| 1:02.7 | My question is about Roth IRAs. |
| 1:03.7 | My wife and I want to start contributing to one, but we're a few years away from hitting |
| 1:06.9 | that income ceiling. |
| 1:09.0 | What happens after we hit that mark? |
| 1:10.9 | Can we know our contributing and open up a separate one or you know how that works? |
| 1:14.7 | Yes, we're not accountants by kind of know how it works. |
... |
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.

