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InvestTalk

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

Business News, News, Entrepreneurship, News Commentary, Business, Investing

4.41.5K 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

Click on a timestamp to play from that location

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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