Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 31 July 2024
⏱️ 47 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: Fixed Index Annuities, Delaware Statutory Trust, 403b Plan Fees, High Yield Savings Account vs. Money Market Fund, Bonds and Treasuries, Transferring Money 401k to IRA, Portfolio Composition and Cyclical Composition, Fully Paid Lending, Earnings Per Share, Credit Card Debt, Charting, Issued Shares, Bonds, Mid and Small Caps, Health Care Investing, The Wash-Sale Rule, Thrift Savings Plan, Where to Invest, Trading Accounts.
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Transcript
Click on a timestamp to play from that location
| 0:00.0 | This is a special Invest Talk Best of Caller Questions compilation program. |
| 0:05.6 | Remember, the Invest Talk phone lines never close. |
| 0:09.4 | Please call with questions. |
| 0:11.0 | 888-99 chart. 888-99 chart 888-99, |
| 0:15.2 | CH-A-R-T. |
| 0:17.3 | They will be played and answered |
| 0:18.9 | on an upcoming Invest Talk podcast. |
| 0:25.0 | Hi, good morning. So I just had a question on what your thoughts about fixed indexed annuities are. |
| 0:32.0 | All right, thank you so much. Can't wait to hear the answers. |
| 0:35.6 | Bye-bye. I have a simple answer. It is do not come anywhere close to them. |
| 0:42.1 | Run far away. If anybody is pitching you a fixed |
| 0:45.8 | index annuities, annuity you should turn around and walk away immediately. |
| 0:49.5 | I have never in my 20 plus years in this business have never once ever ever ever ever and I don't know how I could take up the entire |
| 0:58.3 | show saying ever I have never ever had anyone that was happy they bought one. |
| 1:05.0 | Not one person. |
| 1:07.0 | And I've talked to thousands and thousands and thousands of people. |
| 1:10.0 | In addition, Steve, in his prior career career was in the insurance industry. |
| 1:16.2 | And so he knows the games that are played in the insurance industry, and he knows the good |
| 1:20.9 | products from the bad because he was intimately involved in many of them. |
| 1:25.6 | He was investing on behalf of the insurance company for, in taking the money that people |
| 1:32.4 | invest in index annuities. |
| 1:35.0 | And so he knows a lot about them and he says the same thing. |
... |
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