Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 20 August 2024
⏱️ 49 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: Savings Account, Financial Data on Companies, TSP Investments and Percentages, Options & Capital Gains, 401k, A-I in the Finance Industry, Rollover the 403B to a Roth I-R-A, Brokage Account Security, Second High-Risk Account, Municipal Bonds, 401k Funds, Selling Losses vs. Taxes, Portfolio Reviews, Interest Rates and Homes, Covered Call, Bond Option, Limited Partnership.
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Transcript
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| 0:00.0 | This is a special Invest Talk, best of caller questions compilation program. |
| 0:05.9 | Remember, the InvestTalk phone lines never close. |
| 0:09.7 | Please call with questions. |
| 0:11.3 | 888-99 chart. |
| 0:13.4 | 888-99 C-H-A-R-T. |
| 0:17.3 | They will be played and answered on an upcoming InvestTalk podcast. |
| 0:21.9 | Let's go talk to Jordan. |
| 0:23.0 | He is in Dana Point, California, and he wants to talk about savings account. |
| 0:26.6 | How are you doing, Jordan? |
| 0:28.1 | I'm doing all right. |
| 0:28.9 | How are you, Justin? |
| 0:29.8 | Doing well. |
| 0:30.7 | What's your question about savings accounts? |
| 0:33.1 | So currently, I have some money in a money market account. |
| 0:39.2 | Looking to buy a home, obviously that's a tough market here in Southern California. |
| 0:43.3 | I'm currently renting first-time home buyer. |
| 0:46.1 | It's looking like I'm going to get a job outside of this state to an area I'm not very familiar with. |
| 0:53.0 | So me and my family are probably going to rent the first year. |
| 0:56.3 | So with that being said, I'm wondering if there's a good savings account to allocate the money that's meant to go for a home, other than like a money market account. |
| 1:09.0 | Currently, I have all my money in a Marcus account, |
| 1:14.9 | just because I want that money to be liquid. |
| 1:17.3 | But if I know that we're going to be renting for another year, |
... |
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