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InvestTalk

InvestTalk 11-27-2023 – Advantages and Disadvantages of Infinite Banking

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

News Commentary, Business News, Business, Investing, News, Entrepreneurship

4.41.5K Ratings

🗓️ 28 November 2023

⏱️ 48 minutes

🧾️ Download transcript

Summary

The infinite banking concept may not be a good fit for everyone and has its advantages and disadvantages.

 

Today's Stocks & Topics: CAH - Cardinal Health Inc., WBA - Walgreens Boots Alliance Inc., PUBM - PubMatic Inc., PLBY - PLBY Group Inc., Cyber-Monday, Selling Options, ETFs vs. Individual Stocks, SMLR - Semler Scientific Inc., VGT - Vanguard Information Technology ETF, XLK - Technology Select Sector SPDR ETF, Healthcare Industry.


Justin's PERSPECTIVE takes a look at the HISTORY of Pension Plans in America.



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Transcript

Click on a timestamp to play from that location

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

0:21.5

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

Here is KPP Chief Executive Officer, Financial Advisor Justin Clyde.

0:50.0

Good afternoon to fellow investors. Clyde.

0:58.0

Good afternoon to fellow investors and welcome back to Invest Talk. This is our Monday, November 27th, 2023 edition of Invest Talk, and once again, welcome back.

1:06.0

Hope everyone had a wonderful Thanksgiving holiday extended weekend.

1:12.1

It felt longer than it normally did at least for me. I'm Justin

1:16.7

Klein and it is Monday and that means we have Luke Guerrero back with us. Luke how was your Thanksgiving? I am still

1:25.3

full from Thanksgiving. Hmm. So I hope that all of you are as well. All right well we are

1:32.3

here and we are ready to answer your questions and make you a

1:39.2

better investor by giving you actionable data as well as a perspective developed with over 20 of

1:47.2

investment experience and we're going to talk about the market performance today.

1:54.0

We can run down some show topics, but right after we answer our first caller question.

1:59.0

Hi, Steve, Justin, and Luke, this is Brett from New Jersey.

2:02.0

Thanks for all you guys do.

2:03.0

I'm a long time listener and love a show.

2:05.0

I wanted to reach out about a company called Cardinal Health, ticker symbol C-A-Ech.

2:10.0

I bought it a while back. I'm up around 100% right now and I was just wondering you thought the company still looked good

...

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