5 Estate Planning Tips for 2025
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 5 May 2025
⏱️ 46 minutes
🧾️ Download transcript
Summary
Kiplinger is highlighting five key steps for effective estate planning in 2025, including creating a will, managing digital assets, and leveraging current tax exclusions.
Today's Stocks & Topics: MCK - McKesson Corp., Market Wrap, XBB - BondBloxx BB-Rated USD High Yield Corporate Bond ETF, 5 Estate Planning Tips for 2025, Cash into the Market, BKNG - Booking Holdings Inc., ISRG - Intuitive Surgical Inc., Gold and Silver, Ford and Trump’s Tariffs, SPYI - NEOS S&P 500 High Income ETF, QQQI - NEOS Nasdaq 100 High Income ETF, QCOM - Qualcomm Inc., SHOP - Shopify Inc., Tariffs on the Film Industry.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent thinking, shared success. |
| 0:17.8 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.1 | Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:33.5 | Good afternoon, fellow investors, and welcome to Investor. I'm Lou Guerrero and it is Monday, May 5th, 2025. |
| 0:44.3 | And I hope you all had a very relaxing, restful, fun weekend with your families, with your friends, |
| 0:52.4 | or whatever helped you unload from all |
| 0:55.1 | of what is happening around us because it can be pretty stressful sometimes. |
| 1:00.6 | Trying to keep up with information, trying to understand what is noise, what is critical. |
| 1:08.7 | And so here at InvestTalk, we hope that our program, our daily program, helps to sift through |
| 1:15.6 | what is actionable and what you can ignore. |
| 1:22.6 | And in order to do that each day, we bring you a mixture of educational items, recent news |
| 1:29.2 | stories, recent market events, maybe lists of things you should be aware of, like what we |
| 1:34.5 | have today. |
| 1:36.7 | And through it all, you contribute, you drive this show through your finance and investment |
| 1:43.7 | questions via voicemail, |
| 1:45.6 | on our YouTube channel, or most importantly, by calling us live anytime throughout the show. |
| 1:55.9 | Now in just a bit, we'll tackle the market performance of the day and run down those show topics that I have for you. |
| 2:03.0 | But let's tackle this caller question first. |
| 2:05.5 | Hi, calling today about McKesson company, ticker MCK. |
| 2:08.9 | I'm curious if you can shed some light on why this healthcare company is doing better than the other ones, |
| 2:13.7 | even though they're supposed tariffs coming in. |
| 2:16.6 | I'm curious if I sh have a lot of this. |
... |
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