Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 31 December 2024
⏱️ 50 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. |
| 0:05.9 | 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. |
| 0:17.2 | They will be played and answered on an upcoming Invest Talk podcast. |
| 0:22.7 | Let's go talk to Sammy. He is in San Francisco. He wants to talk about investment books. |
| 0:27.5 | Yeah. Hi, Justin. Thanks for taking my call. So the question I have for you is I have two |
| 0:32.5 | teenagers at home, 15 years and 18 years old, or the one who's 18 is going to the college soon. |
| 0:39.6 | And I just found that she does not understand the basic, you know, of the, you know, personal |
| 0:45.6 | finance, you know, and all of that. So do you have a recommendation on a book that I can buy? |
| 0:52.0 | Well, a lot of people don't know this. but we actually have a book section on our site, |
| 0:56.0 | book recommendations. |
| 0:57.3 | So I would head over there and, you know, see which ones you think might hit for her, |
| 1:02.5 | you know, might get her interested. |
| 1:04.2 | There's some classics like creative destruction, extraordinarily popular deduions of the madness |
| 1:09.2 | of crowds, principles by Ray Dalio, |
| 1:12.1 | etc. That's some classics. There's also a fundamental analysis section like the intelligent |
| 1:17.2 | investor and more. We also have technical analysis section and an economic section. So |
| 1:24.3 | basic economics, how the economy grows by Peter Schiff, the wealth of nations, |
| 1:29.4 | Rise of America. There's a lot of good ones over there that I think are good. And then some personal |
| 1:34.1 | finance ones like a millionaire next door, et cetera. So I would encourage you to head over there |
... |
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