5-22-2023 – Should You Plan to Capture Higher Savings Yields with a CD Ladder?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 23 May 2023
⏱️ 47 minutes
🧾️ Download transcript
Summary
A diversified portfolio is essential and a certificate of deposit ladder, or CD ladder, can capture higher yields amid interest rate uncertainty.
Today's Stocks & Topics: Rate Increases, Banking Deposits, Home Prices, RHHBY - Roche Holding AG ADR, CDs, IIPR - Innovative Industrial Properties Inc., PYPL - PayPal Holdings Inc., ATKR - Atkore Inc., BC - Brunswick Corp., QYLD - Global X NASDAQ-100 Covered Call ETF, XYLD - Global X S&P 500 Covered Call ETF.
Justin's PERSPECTIVE today will look at the history of central banks.
Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Progressive: https://www.progressive.com
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com
* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com
Advertising Inquiries: https://redcircle.com/brands
Transcript
Click on a timestamp to play from that location
| 0:00.0 | At a time, when investors are confronted with market volatility, and a variety of challenges |
| 0:11.4 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures, |
| 0:18.9 | just in decline and Steve Peasley, stand ready to take your finance and investment questions |
| 0:23.9 | and share their unbiased answers. |
| 0:27.1 | This is Invest Talk, independent thinking, shared success. |
| 0:32.4 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:37.7 | clients throughout the United States. |
| 0:41.0 | The clarity for your path forward starts now. |
| 0:45.4 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:53.7 | Good afternoon fellow investors, and welcome back to Invest Talk. |
| 0:57.6 | This is our Monday, May 22nd, 2023 edition. |
| 1:02.2 | I am Justin Klein, and I am here today to help you become a better investor. |
| 1:08.0 | I do that by giving you some data and some perspective over 20 plus years of investment |
| 1:15.4 | experience, as well as answering your questions. |
| 1:19.9 | Invest ultimately, the most important part of the show is you, and the topic that you |
| 1:26.2 | bring, and our unbiased answers that we are going to give you, no hidden agenda, just |
| 1:32.0 | trying to help guide you to the successful path of investing. |
| 1:40.9 | That means weeding out emotions, focusing on the task at hand, not chasing headlines. |
| 1:48.4 | These things typically are not natural for anybody, but the more you do this, the more |
| 1:56.9 | you will realize what the pitfalls are, and oftentimes they are very avoidable. |
| 2:03.2 | So we are here to guide you towards success, eliminate the fear and greed of the decision |
| 2:11.6 | making process, and help you put you on the path to financial freedom. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.