4-28-2022 – Are You an Investor Who Might Reap Benefits from a 529 Education Savings Plan?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 29 April 2022
⏱️ 47 minutes
🧾️ Download transcript
Summary
Money invested in 529 plans grows tax-free, and investors do not pay capital gains taxes if they spend that money on qualified education expenses.
Today's Stocks & Topics: Offshore Drilling, RIG - Transocean Ltd., GDP Numbers, Natural Gas, LMT - Lockheed Martin Corp., T - AT&T Inc., Reals Estate Transaction, ALLY - Ally Financial Inc., XBI - SPDR S&P Biotech ETF, QS – Quantum Scape Corp. Cl A., Oil.
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Transcript
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| 0:00.0 | Now, on this Invest Talk podcast, Justin Klein listens to your questions. |
| 0:08.0 | What doesn't mean when a company share price falls to cheap prices and executive insiders don't buy more? |
| 0:15.0 | My question is, how much of your portfolio should you put into like EPS and mutual funds? |
| 0:22.0 | Our question about Dutch Bros. It's going to be a new IPO. |
| 0:26.0 | 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 than the electric car producers. |
| 0:36.0 | Invest 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. |
| 0:57.0 | Steve Peasley, president. KPP Financial. |
| 1:01.0 | Independent Thinking, shared success. |
| 1:04.0 | And out today's podcast. |
| 1:10.0 | Good afternoon fellow investors and welcome back to our latest edition of the Invest Talk. |
| 1:15.0 | Invest Talk. And I'm excited to have you this Thursday, April 28, 2022. |
| 1:23.0 | I'm Justin Klein and this is the hour that I have with you, our listeners, to really go over all of the important aspects of investing and managing your money. |
| 1:37.0 | There's a lot to it and I know it can be challenging. |
| 1:41.0 | And ultimately my goal is to make it as simple as possible. It's definitely not simple. |
| 1:49.0 | But you can make it simpler as to say that. |
| 1:54.0 | When you are able to get rid of the emotions, you're never going to get rid of all of them. |
| 2:01.0 | But let's say manage your emotions and focus on the facts, focus on the way the world is versus the way you hope it might be. |
| 2:13.0 | And that's what I'm trying to give you each and every day, which is the facts as I see them in front of me using my 20 plus years of investment experience, give you some perspective and help you understand what their reality is. |
... |
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