InvestTalk 12-22-2023 – Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 23 December 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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| 0:14.1 | 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 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. |
| 0:54.8 | 88899 chart. |
| 0:57.0 | 88899, CHA. |
| 1:00.0 | 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. |
| 1:16.0 | 88899 charters are number 888 92428. |
| 1:21.0 | Steve or Justin, 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 |
| 1:46.3 | income to say purchase an investment property is there like any sense or any |
| 1:52.0 | 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. |
| 2:04.0 | So just wanted to shoot that your way, |
... |
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