InvestTalk 4-29-2024 – How Will the Best Interest Rule Impact You?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 30 April 2024
⏱️ 49 minutes
🧾️ Download transcript
Summary
This Department of Labor rule helps determine whether your financial advice is coming from a trusted professional or someone akin to a car salesman.
(Participants in small retirement plans and investors rolling into fixed index annuities should see the most benefit.)
Today's Stocks & Topics: CAT - Caterpillar Inc., MAS - Masco Corp., Market Wrap, GGG - Graco Inc., The Final Fiduciary Rule Clarifies When Financial Professionals Must Act in the Best Interest of Their Client, VICI - VICI Properties Inc., Rollover the 403B to a Roth I-R-A, Interest Rates, AMZN - Amazon.com Inc., ARKK - ARK Innovation ETF, PFE - Pfizer Inc., Housing Bills.
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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 Klein. |
| 0:51.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:56.0 | This is our Monday, April 29, 2024 edition of Invest Talk. |
| 1:02.0 | Happy Fed Week to everyone out there. |
| 1:05.0 | We only have one more trading day left in the month of April. |
| 1:08.0 | And to celebrate all of that, we have Luke Guerrero back with us. |
| 1:12.0 | Thanks for being here Luke. You know |
| 1:14.4 | Justin I feel like it's been a while since we've done this show together so |
| 1:17.4 | it's good to be back. Yeah in the same room so to speak. |
| 1:20.5 | It's good to have the nice banter back and forth. |
| 1:23.6 | Never hurts, right? |
| 1:24.6 | Well, I know a lot of our listeners love that. |
| 1:27.6 | So hopefully we have a great show today and I do think we do. |
| 1:31.8 | We have so many great topics to cover and we have tons of |
| 1:37.3 | data and perspective developed over 20 plus years of investment experience to help guide you through these new markets, |
| 1:47.2 | these different economic environment. |
... |
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