Best of Caller Questions - Labor Day Edition
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 2 September 2024
⏱️ 51 minutes
🧾️ Download transcript
Summary
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.
Today's Stocks & Topics: Finance Books, ADRs vs. Buying Foreign Stocks, Buying in Credit Card Companies, KPP Management of ETFs, Asset Allocation, Annuities, Investing in Other Markets, Taking Profits, Insider Buying, Transferring 401k to a Roth 401k, I-R-A Money, Portfolio Diversification, Balancing a Portfolio, What's Wrong With Edward Jones, 401 and 427 Plans, Dual Direction Funds, Expense Ratios.
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Transcript
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| 0:00.0 | This is a special Invest Talk Best of Caller Questions compilation program. |
| 0:05.7 | Remember, the Invest Talk phone lines never close. |
| 0:09.6 | Please call with questions. |
| 0:11.2 | 888-99 chart. 888-99 chart 888-99. |
| 0:15.3 | C-H-A-R-T. |
| 0:17.3 | They will be played and answered |
| 0:19.0 | on an upcoming Invest Talk podcast. |
| 0:24.0 | Let's go talk to Sammy. He is in San Francisco. |
| 0:25.0 | He wants to talk about investment books. |
| 0:27.0 | Yeah, hi Justin, thanks for taking my call. |
| 0:30.0 | So the question I have for you is I have two teenagers at home 15 years and 18 years |
| 0:35.2 | or the one who's 18 is going to the college soon and I just found that she |
| 0:41.7 | does not understand the basic, you know, of the personal finance, you know, and all of that. |
| 0:48.0 | So do you have a recommendation on a book that I can buy for that? |
| 0:52.0 | Well, a lot of people don't know this, |
| 0:54.0 | but we actually have a book section on our site, |
| 0:56.0 | a book recommendations, so I would head over there |
| 0:58.0 | and see which ones you think might hit for her, |
| 1:02.0 | you know, might get her interested. There's some classics like |
| 1:05.6 | creative destruction, extraordinarily popular decisions of the madness of |
| 1:09.4 | crowds, principles by Rayallio, etc. |
| 1:12.8 | There's also a fundamental analysis section |
... |
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