4-30-2021: Biden Wants Higher Taxes On Inherited Property To Pay For His "American Families Plan"
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 1 May 2021
⏱️ 47 minutes
🧾️ Download transcript
Summary
Financial experts recommend estate planning strategies to avoid a surprise tax bill.
Today's Stocks & Topics: SHW - Sherwin-Williams Co., CLX - Clorox Co., SDIV - Global X SuperDividend ETF, Pros and Cons of a Trust, PCRFY - Panasonic Corp. ADR, Earnings, RHHBY - Roche Holding AG ADR, WMT - Walmart Inc.
TRIVIA QUESTION: "How much did the LIST of the world's top 10 economies change from 2019, before the pandemic, to today--that is to say-- LOOKING FORWARD through 2021? And which country fell off the list when a new country joined the top 10?"
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 Invest Talk podcast, Steve Peasley listens to your questions. |
| 0:07.0 | I was wondering at what point I should start thinking about establishing a trust |
| 0:12.0 | and what are the pros and cons to having a trust. |
| 0:15.0 | And provides unbiased answers. |
| 0:18.0 | Well, it depends how complex your estate is really. |
| 0:21.0 | Invest Talk, over 31 million downloads and counting. |
| 0:25.0 | What do you think of Walmart as a long-term home? |
| 0:30.0 | Your participation makes it unique. |
| 0:33.0 | 888-99 sharp. |
| 0:39.0 | This podcast is produced by KPP Financial, Steve Peasley President, KPP Financial, |
| 0:47.0 | Independent Thinking, Shared Success, and out today's podcast. |
| 0:56.0 | Good afternoon, everybody and welcome to Invest Talk. |
| 0:59.0 | It is Friday, April 30, 2021. |
| 1:02.0 | And on today's program and podcasts, we will operate with the same philosophy we operate every day. |
| 1:08.0 | Independent Thinking and Shared Success. |
| 1:11.0 | And that is your assurance that we will always provide you with accurate market reporting, |
| 1:17.0 | explanations of how we derive and what we say, where it comes from, |
| 1:22.0 | and how we get it, we'll explain everything again. |
| 1:25.0 | So if you want that information, then we can provide it. |
| 1:28.0 | You know, we do this every day. |
| 1:30.0 | I've been doing it every day for 20-something years. |
| 1:35.0 | So, you know, we've been doing it for so long with the same philosophy that comes second nature to us. |
... |
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