InvestTalk 1-1-2024 – Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 1 January 2024
⏱️ 49 minutes
🧾️ Download transcript
Summary
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.
Today's Stocks & Topics: CDs, Roth 401k vs. Roth I-R-A, Interest Rates, Dividend Reinvestment, Buying Stocks for a 11-Year-Old, Oil and Stock Prices, 401k, Tax-Loss Harvesting, Bonds, Is It Time to Take Profits, I-R-A Contributions, Short-Term Bonds, Delisted Stocks, Options, Value Stocks and Growth Stocks.
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Transcript
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| 0:14.1 | At a time when investors are confronted with market volatility and a variety of challenges fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures. |
| 0:18.5 | Justin Klein and Steve Peasley stand ready to take your finance and investment questions and share their unbiased answers. |
| 0:27.0 | This is Invest Talk, independent thinking, shared success. Invest Talk is made possible by KPP Financial, |
| 0:35.0 | a registered investment advisor firm, serving clients throughout the United States. |
| 0:40.0 | The clarity for your path forward starts now. |
| 0:45.0 | This is a special Best of Collar Questions and Vest Talk compilation program. |
| 0:50.0 | Remember, the Invest Talk phone lines never close. |
| 0:53.2 | Please call with questions. |
| 0:54.8 | 88899 chart. |
| 0:57.0 | 88899, CHA. |
| 1:00.0 | They will be played and answered on an upcoming Invest Talk podcast. |
| 1:05.0 | Welcome to Invest Talk. |
| 1:07.0 | Above average is resting for the average investor. |
| 1:10.0 | We try to bring you useful information and answer any questions you might have as long as their financial. |
| 1:16.0 | Let's go talk to Mark. He is in San Jose and wants to talk about CDs. |
| 1:20.0 | Hello, I just transferred 218,000 switch careers from my 401k |
| 1:27.0 | I bought a house I was putting 13% max away |
| 1:31.0 | borrowed half of it bought a a house, paid that off, quit the job, recently transferred |
| 1:36.4 | the 218 to my I wrote and I was just scared of the stock and I was thinking about you know invested in something and I was thinking about |
| 1:46.7 | CDs like maybe 10 or 15,000 in CDs and wanted your thoughts on some good CDs. |
| 1:54.0 | Well, CDs are putting there in the IRA. |
| 1:57.0 | Yeah, well, CDs are fine. |
... |
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