9-4-2023 - Best of Caller Questions - Labor Day Edition
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 4 September 2023
⏱️ 46 minutes
🧾️ Download transcript
Summary
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.
Today's Stocks & Topics: Cash-Out Refinance, Dividends & Taxes, Moving Averages, Cash, Treasuries, Roth I-R-A Contributions, Buying Vacation Properties, Equity Portfolio Allocation, Diversified Portfolio, Precious Metals Miners, Treasury Yields, How Should An 18-Year-Old Get Started In Investing, Closed-end Funds, Special-purpose Acquisition Company – SPAC.
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Transcript
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| 0:00.0 | At a time, when investors are confronted with market volatility and a variety of challenges |
| 0:11.3 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures, |
| 0:18.8 | just in decline and Steve Peasley, stand ready to take your finance and investment questions |
| 0:23.8 | and share their unbiased answers. |
| 0:27.0 | This is Invest Talk, independent thinking, shared success. |
| 0:32.3 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:37.6 | clients throughout the United States. |
| 0:40.9 | The clarity for your path forward starts now. |
| 0:45.2 | This is a special best of caller questions and Invest Talk compilation program. |
| 0:49.8 | Remember, the Invest Talk phone lines never close, please call with questions 88899 |
| 0:56.0 | sharp, 88899 CH-ART. |
| 1:00.7 | They will be played and answered on an upcoming Invest Talk podcast. |
| 1:05.8 | Welcome to Invest Talk, above average investing for the average investor. |
| 1:10.5 | We try to bring you useful information and answer any questions you might have as long |
| 1:15.0 | as they're financial. |
| 1:16.0 | 88899 charters are number, 8889924278. |
| 1:20.0 | Steve or Justin Nick from Long Island just wanted to ask you guys kind of a general |
| 1:27.1 | money slash real estate question, I guess. |
| 1:30.2 | At a curiosity like, you know, in today's environment with higher interest rates, I just |
| 1:34.9 | wanted you guys to talk a little bit on, like, elox and cash out refinancing. |
| 1:40.5 | And I was also curious like, you know, if you were looking to create some freed up income |
| 1:47.0 | to, say, purchase an investment property, is there like any sense or any scenario where |
... |
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