5-11-2022 – Could A Roth IRA Conversion Pay Off in A Down Market?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 12 May 2022
⏱️ 46 minutes
🧾️ Download transcript
Summary
Before you act, you need to weigh the pros and cons, including upfront taxes, and how boosting your income may trigger other consequences.
Today's Stocks & Topics: SM - SM Energy Co., TSLA - Tesla Inc., The Dollar, SBUX - Starbucks Corp., DIS - Walt Disney Co., QYLD - Global X NASDAQ-100 Covered Call ETF, URNM - Sprott Uranium Miners ETF, APPS - Digital Turbine Inc., AAPL - Apple Inc., The Crypto Market: TERRA, O - Realty Income Corp., Commodities.
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Transcript
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| 0:00.0 | Now, I'm this and Vest 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 | I have a 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 | 88899 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. |
| 1:08.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 1:13.0 | This is our Wednesday May 11, 2022 edition of Invest Talk. |
| 1:18.0 | And I'm Justin Klein and I'm excited to discuss today's market with you guys. |
| 1:25.0 | It's one of those markets that tests your mental fortitude, your ability to deal with emotions. |
| 1:38.0 | And it tests the type of portfolio that you have. |
| 1:48.0 | This is why when I talk with clients or listeners and look at their current portfolio that we're not managing, we always compare that particular risk level to their risk tolerance level. |
| 2:06.0 | And the reason that is is not for the good times. |
| 2:12.0 | It's for the volatile times. |
| 2:17.0 | So times like this where market volatility is higher than average. |
... |
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