InvestTalk 6-5-2024 – 4 Financial Tasks You Shouldn’t Put Off
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 6 June 2024
⏱️ 50 minutes
🧾️ Download transcript
Summary
How to make sure common financial ‘pain points’ don’t imperil your plan.
Today's Stocks & Topics: UNM - Unum Group, Market Wrap, FLMX - Franklin FTSE Mexico ETF, WEN - Wendy's Co., 4 Financial Tasks You Shouldn’t Put Off, FMC - FMC Corp., AOS - A.O. Smith Corp., The Economic Data, MTDR - Matador Resources Co., The Dollar, Conversion from a Roth 41k to a Roth I-R-A, Private Equity.
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Transcript
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| 0:00.0 | At a time when investors are confronted with market volatility and a variety of challenges |
| 0:09.7 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures. |
| 0:17.0 | Justin Klein and Luke Guerrero stand ready to take your finance and investment questions and share their unbiased answers. |
| 0:26.0 | Invest Talk is made possible by KPP Financial, |
| 0:30.0 | a registered investment advisor firm, serving clients throughout the United States. |
| 0:36.0 | The clarity for your path forward starts now. |
| 0:40.9 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:48.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:52.8 | This is our Wednesday, June 5, 2024 edition. |
| 0:56.5 | I am Justin Klein and joined today once again by Luke Guerrero. |
| 1:01.9 | Thanks for being here, Luke. Yeah, happy to be here. And today is just a normal |
| 1:08.5 | Wednesday. We had some economic news that came out today with big jobs number on Friday and we are going to discuss all of it as well as field many of your questions both live and recorded. |
| 1:21.7 | But this show is about you it's a reminder that the path towards |
| 1:26.7 | financial freedom is taking one step at a time you won't get there in one day |
| 1:31.9 | one week or even one year, but we can use this hour to give you the tools, |
| 1:39.0 | the mindset, so you can make good decisions with your money consistently over time, not making one good trade |
| 1:46.7 | or buying one good company or one smart rebalance in your portfolio. |
| 1:52.3 | It's about having the education, once again the mindset, to make these good decisions. |
| 1:57.8 | Now we will run down the market performance for today and the show topics that we will discuss but as usual we're |
| 2:05.8 | going to tackle our first caller question now. Hey guys Chuck from Clayton |
| 2:09.7 | question on UNM, UNUM Group, Whatever you can tell me about I appreciate it. Thanks. |
| 2:16.8 | All right, UNUM group. This is an insurance company |
... |
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