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InvestTalk

5 Estate Planning Tips for 2025

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

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

4.31.5K 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

Click on a timestamp to play from that location

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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