InvestTalk 5-17-2024 – Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 17 May 2024
⏱️ 48 minutes
🧾️ Download transcript
Summary
In this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.
Today's Stocks & Topics: Savings Account, Financial Data on Companies, TSP Investments and Percentages, Options & Capital Gains, 401k, A-I in the Finance Industry, Rollover the 403B to a Roth I-R-A, Brokage Account Security, Second High-Risk Account, Municipal Bonds, 401k Funds, Selling Losses vs. Taxes, Portfolio Reviews, Interest Rates and Homes, Covered Call, Bond Option, Limited Partnership.
Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Progressive: https://www.progressive.com
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com
* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com
Advertising Inquiries: https://redcircle.com/brands
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This is a special Invest Talk Best of Caller Questions compilation program. |
| 0:05.6 | Remember, the Invest Talk phone lines never close. |
| 0:09.4 | Please call with questions. |
| 0:11.0 | 888-99 chart. 888-99 chart 888-99, |
| 0:15.0 | CH-A-R-T. |
| 0:17.0 | They will be played and answered on an upcoming Invest Talk |
| 0:20.5 | podcast. |
| 0:21.5 | Let's go talk to Jordan. |
| 0:23.0 | He is in Dana Point, California, and he wants to talk about savings accounts. |
| 0:27.1 | How you doing, Jordan? |
| 0:28.1 | I'm doing all right. |
| 0:29.1 | How are you, Justin? |
| 0:30.1 | Doing well. |
| 0:31.1 | What's your question about savings accounts? So currently I have some money in a money market account looking to buy a home |
| 0:39.8 | obviously that's a tough market here in Southern California. I'm currently renting first |
| 0:44.6 | time a home buyer. It's looking like I'm going to get a job outside of the state to an area |
| 0:51.7 | I'm not very familiar with so me and my family are probably going to rent the first year. |
| 0:56.4 | So with that being said, I'm wondering if there's a good savings account to allocate the money that's meant to go for a home |
| 1:05.7 | other than like a money market account. |
| 1:09.3 | Currently I have all my money in Marcus account just because I want that money to be liquid. |
| 1:17.0 | But if I know that we're going to be renting for another year, |
| 1:20.0 | I'd like to keep that money safe while getting a good return. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.