InvestTalk 1-23-2024 – With a 529 Plan, You Have Investment Options
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 24 January 2024
⏱️ 47 minutes
🧾️ Download transcript
Summary
A 529 college savings plan is an investment vehicle that allows for a tax-advantaged way to pay for higher education costs.
SCCO - Southern Copper Corp., TECK - Teck Resources Ltd. Cl B, RSG - Republic Services Inc, ADM - Archer Daniels Midland Co., Active vs. Passive Investment, TTD - Trade Desk Inc. Cl A, China, LYB - LyondellBasell Industries N.V. Cl A, CE - Celanese Corp., Environmental, social and governance (ESG).
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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. |
| 0:18.6 | Justin Klein and Steve Peasley, stand ready to take your finance and investment questions and share their |
| 0:25.0 | unbiased answers. |
| 0:27.3 | This is Invest Talk. |
| 0:29.6 | Independent Thinking, Shared Success. |
| 0:32.3 | Invest Talk is made possible by KPP Financial, a registered investment advisor |
| 0:36.8 | firm serving clients throughout the United States. |
| 0:41.2 | The clarity for your path forward starts now. |
| 0:45.0 | Here is KPP Chief Executive Officer, Financial Advisor Justin Klein. |
| 0:51.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:57.0 | This is our Tuesday, January 23rd, 2024 edition, and I have an exciting show for you a lot of great topics to go over in this fourth trading week of the year and our goal is to be iterative. We're not going to transform your life in one day or one show. |
| 1:21.7 | It's really about instilling the right mindset and the right habits so that you make consistent |
| 1:31.1 | good decisions with your money. |
| 1:33.0 | It's not about what one stock pick you find or one thing you do, |
| 1:40.0 | it's about having a toolkit. |
| 1:46.4 | Having the tools that will guide you without you having to call into the show, |
| 1:54.3 | although we love that. |
| 1:56.2 | We want you to have the tools so that you can go out into the world |
| 1:59.6 | and you can make smart decisions, that you're not |
| 2:01.5 | getting duped by your cousin or your brother or your neighbor at a |
| 2:07.0 | cocktail party and the hot asset class that they're touting about. |
| 2:15.1 | You're not out there chasing headlines that you read on social media or in on |
... |
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