4-22-2022 – Playing It Too Safe with Finances Could Make It Harder to Reach Full Potential
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 23 April 2022
⏱️ 46 minutes
🧾️ Download transcript
Summary
Know where you want to go with financial objectives and manage your risk tolerance.
Today's Stocks & Topics: SAM - Boston Beer Co. Cl A, Elon Musk Bid, BLK - BlackRock Inc., Equity & Retirement, PYPL - PayPal Holdings Inc., ANTM - Anthem Inc., FSUTX - Fidelity Select Utilities Portfolio, SRE - Sempra, MESA - Mesa Air Group Inc.
Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.
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Transcript
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| 0:00.0 | Now, on This In Vest Talk Podcast, Steve Peasley listens to your questions. |
| 0:08.0 | I'm hoping you can explain the hit unmetals of painting. |
| 0:12.0 | Quick question on ticker symbol, AG, first majestic. |
| 0:16.0 | My wife has a roll over 401k from a previous employer. |
| 0:20.0 | I was curious if this is eligible to be used to do a roof back door raw. |
| 0:26.0 | And provides unbiased answers. |
| 0:29.0 | Well, that's pretty easy. |
| 0:30.0 | Open up a Roth account, start moving the assets over there. |
| 0:32.0 | Just know that every asset that you move over to the Roth, |
| 0:35.0 | is added to your income. |
| 0:37.0 | In Vest Talk, across America and around the world, |
| 0:41.0 | your participation makes it unique. |
| 0:44.0 | 888-99 chart. |
| 0:52.0 | This podcast is produced by KPP Financial. |
| 0:56.0 | Steve Peasley, president. |
| 0:58.0 | KPP Financial. |
| 1:00.0 | Independent thinking, shared success. |
| 1:03.0 | And out to today's podcast. |
| 1:08.0 | Good afternoon, everybody. |
| 1:10.0 | And welcome to Vest Talk. |
| 1:11.0 | It is Friday, April 22nd, 2022. |
| 1:14.0 | I'm Steve Peasley. |
... |
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