Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 1 October 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: 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 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent Thinking, shared success. |
| 0:17.7 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.2 | This is a special Invest Talk, Best of Caller Questions compilation program. |
| 0:32.7 | Remember, the InvestTalk phone lines never close. |
| 0:36.5 | Please call with questions. |
| 0:38.1 | 888-99 chart. |
| 0:40.2 | Let's go talk to Sammy. |
| 0:41.2 | He is in San Francisco. |
| 0:42.3 | He wants to talk about investment books. |
| 0:44.7 | Yeah. |
| 0:45.1 | Hi, Justin. |
| 0:45.8 | Thanks for taking my call. |
| 0:47.3 | So the question I have for you is I have two teenagers at home, 15 years and 18 years old, |
| 0:52.8 | the one who's 18 is going to the college |
| 0:56.0 | soon. And I just found that she does not understand the basic, you know, of the, you know, |
| 1:02.6 | personal finance, you know, and all of that. So do you have a recommendation on a book that I can |
| 1:08.1 | buy for that? Well, a lot of people don't know this, but we actually have a book section on our site, |
| 1:13.2 | book recommendations. |
| 1:14.4 | So I would head over there and see which ones you think might hit for her, |
| 1:19.7 | you know, might get her interested. |
| 1:21.4 | There's some classics like creative destruction, |
| 1:24.8 | extraordinary popular deduions of the madness of crowds, |
... |
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