InvestTalk 11-27-2023 – Advantages and Disadvantages of Infinite Banking
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K 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
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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 |
| 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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