InvestTalk 11-9-2023 – Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 10 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: Cash-Out Refinance, Dividends & Taxes, Moving Averages, Cash, Treasuries, Roth I-R-A Contributions, Buying Vacation Properties, Equity Portfolio Allocation, Diversified Portfolio, Precious Metals Miners, Treasury Yields, How Should An 18-Year-Old Get Started In Investing, Closed-end Funds, Special-purpose Acquisition Company – SPAC.
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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 Invest 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 88899, |
| 0:58.8 | 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 investing 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 | 888-99999 charters are number 888-92428. |
| 1:21.0 | Steve or Justin. |
| 1:23.0 | Nick from Long Island. |
| 1:24.0 | Just wanted to ask you guys kind of a general money slash real estate question, I guess. |
| 1:30.0 | Out of curiosity, like, you know, in today's environment with higher interest rates. I just wanted you guys to talk a little bit on like he locks and cash out refinancing and I was also curious like you know if if you were looking to create some freed up |
| 1:46.2 | income to say purchase an investment property is there like any sense or any |
| 1:51.9 | scenario where borrowing against a 401 or a 457 makes sense, |
| 1:57.6 | especially if you have 20, 25, 30 years left in your career to make that money up. |
| 2:03.9 | So just wanted to shoot that your way, |
... |
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