9-27-2023 – 3 Ways a Health Savings Account Can Improve Your Finances
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 28 September 2023
⏱️ 47 minutes
🧾️ Download transcript
Summary
Open an HSA in minutes to help save on taxes, cover medical expenses, and grow your retirement nest egg.
Today's Stocks & Topics: SPGI - S&P Global Inc., ARE - Alexandria Real Estate Equities Inc., MTZ - MasTec Inc., Rising Cost of Debt, PNC - PNC Financial Services Group Inc., COF - Capital One Financial Corp., Bonds, China’s Real Estate Problem.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.0 | Justin Klein and Steve Peasley stand ready to take your finance and investment questions |
| 0:14.0 | and share their unbiased answers. |
| 0:17.0 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm |
| 0:23.0 | serving clients throughout the United States. |
| 0:26.0 | The clarity for your path forward starts now. |
| 0:30.0 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:37.0 | Go to afternoon fellow investors and welcome back to Invest Talk. |
| 0:43.0 | This is our Wednesday, September 27, 2023 edition. |
| 0:47.0 | I'm Justin Klein and as usual, we are here to help you take that next step in your journey |
| 0:53.0 | to your own version of financial freedom and that takes data, it takes perspective |
| 0:58.0 | and it takes a balanced approach to looking at opportunities. |
| 1:05.0 | There's a lot of ways you can go and invest your money and the majority of them are bad places. |
| 1:14.0 | That's how it is. |
| 1:16.0 | If you look long term, there's a relatively small percentage of the stocks that drive the returns. |
| 1:22.0 | And so you can easily get misguided, get caught up and put too much money towards endeavors |
| 1:36.0 | that just don't have a fruitful outcome for you. |
| 1:42.0 | So that's why we are here to help you focus on the data at hand, the environment that we're operating in |
| 1:49.0 | as opposed to the environment that you wish we were in. |
| 1:54.0 | Today's polarized world is so easy to hate one side of the other and imagine a world that you hope to see |
| 2:05.0 | and invest accordingly. |
| 2:07.0 | A lot of people do that. |
... |
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