Mortgage Refinance in 2025? These Tax Breaks Can Boost Your Savings
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 20 September 2025
⏱️ 48 minutes
🧾️ Download transcript
Summary
When you refinance your mortgage in 2025, there are both tax implications and opportunities for deductions that can boost your savings.
Today's Stocks & Topics: Salesforce Inc. (CRM), Market Wrap, Market Wrap, FactSet Research Systems Inc. (FDS), iShares MSCI Agriculture Producers ETF (VEGI), Mortgage Refinance in 2025? These Tax Breaks Can Boost Your Savings, KPP Newsletter, ProShares Ultra Bloomberg Natural Gas (BOIL), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Mortgage Rates, Commodities, Berkshire Hathaway Inc. (BRK-B), NVIDIA Corporation (NVDA), Newmont Corporation (NEM).
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent Thinking, shared success. |
| 0:17.8 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.1 | Here is KPP Financial portfolio manager, Luke Guerrero. |
| 0:33.4 | Good afternoon, fellow investors, and welcome back to Invest Talk. |
| 0:38.4 | I'm Luke Guerrero, and today's Friday, September 19th, 2025. |
| 0:44.3 | As you can tell, as you can see, we are deep, deep into the month of September. |
| 0:50.6 | There's only seven trading days left in the quarter. So it's pretty easy to |
| 0:57.9 | see. The fourth quarter is coming here very quickly. Now with regards to the market and your portfolio, |
| 1:05.7 | understandably as we wrap up 2025, now is not the time to lose focus. |
| 1:13.1 | And so Justin and I come and speak with you each and every day, |
| 1:17.1 | trying to fulfill our singular objective for this podcast, for this radio program, |
| 1:22.5 | and that's to help make you a better and more informed investor. |
| 1:26.0 | Now, in order to do that, we bring a mixture of educational items and actionable material |
| 1:30.0 | to the table each and every day. |
| 1:31.9 | But the most important part of this show is your finance and investment questions, |
| 1:35.4 | because without you communicating with us directly, how do we know what you care about? |
| 1:42.5 | And so, with that being said, before we talk about today's market performance and run down |
| 1:47.6 | those show topics, let's tackle this caller question now. |
| 1:50.9 | Hey, InvestTalk. |
| 1:52.0 | I was hoping you guys could give me your thoughts on Salesforce, ticker CRM. |
| 1:57.9 | Does it look attractive at this price? |
| 2:00.7 | And I'll listen on the show. |
... |
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