InvestTalk 11-17-2023 – Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 17 November 2023
⏱️ 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: 457b Plan, Investing Factors, Mortgages, Equity and Retirement, National Debt, Timing the Market, 401k Allocation, Dividend Reinvestment, The Stock Market, Credit Unions, Portfolio Management, Long And Short-term Debt, Bond Funds, How to Pay for Masters Degree, Roth IRA.
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Transcript
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| 0:18.0 | 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. 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. |
| 0:54.7 | 88899 chart. |
| 0:56.9 | 88899, CHA. |
| 1:00.8 | 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 |
| 1:16.5 | 888-99 charters are number 888 924270. |
| 1:21.3 | Okay let's go ahead and start with our first caller. Let's go to Eric and New Jersey. Hi Eric. |
| 1:26.2 | Hi Steve, how you doing? I'm good and I thank you for the call. My question today, Steve, is regarding |
| 1:32.1 | a 457B plan that I have. I'm a police officer in New Jersey and I've been on for about 11 years. I got a quite a few more years to go before I retire so I could I guess afford to be to be riskier |
| 1:46.0 | with that account but the reason I'm calling is for about the last year or so I've |
| 1:52.1 | been paying into a fixed account that's getting me 3.75% a year |
| 1:59.8 | due to all the volatility and everything with the market and I didn't really want to be losing money. |
| 2:05.2 | So it just seemed like a sound idea at the time. |
| 2:10.5 | And I'm thinking about getting back in and I was just speaking with my advisor who runs the account through MetLife and I'm trying to decide kind of what I want to do with that account, whether I want to get back in the market entirely with what I have, which is like 68,000 at this point, 20,000 of which is all profit, whether I want to go back in entirely or just take what I have as profit, |
... |
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