Passing the Property Torch: Smart Ways to Leave Real Estate to Your Kids
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 11 November 2025
⏱️ 48 minutes
🧾️ Download transcript
Summary
We will have practical estate-planning strategies for transferring property to children while keeping tax, timing, and family-dynamics in focus.
Today's Stocks & Topics: Fundamental Analysis, Market Wrap, Mueller Industries, Inc. (MLI), Passing the Property Torch: Smart Ways to Leave Real Estate to Your Kids, F5 Inc. (FFIV), Entry Point, Reaction After A Year Of Trump's Election, OppFi Inc. (OPFI), Barclays PLC (BCS), The Trade Desk, Inc. (TTD), Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK), A-I and Earnings.
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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. |
| 0:13.4 | Independent thinking, shared success. |
| 0:17.8 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.3 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:36.1 | Good afternoon, fellow investors, and welcome back to Invest stock. |
| 0:41.0 | This is our Monday, November 10th, 2025 edition of Investstock. |
| 0:46.6 | And yeah, Thanksgiving is a little more than two weeks away. |
| 0:49.8 | And the stock market is up and down. |
| 0:54.1 | And it looks like we're headed for a government reopening, market like that. |
| 0:59.7 | And we'll dig into that story here in a little bit. |
| 1:02.2 | But I'm Justin Klein and my objective each and every weekdays help you become a better investor. |
| 1:06.5 | And we do that by, number one, answering your finance and investment questions. |
| 1:09.8 | So whatever's on your mind |
| 1:11.0 | don't hesitate to reach out as always it's a to date 99 chart that is the number we also bring |
| 1:17.1 | you data and perspective and topics that we think are important but most of all this show is |
| 1:22.6 | about you and what's on your mind so with said, we'll talk about today's market performance here |
| 1:28.9 | in a little bits and run down the show topics. But first, let's tackle our first live call. |
| 1:34.8 | And it's Jerich from Canada once again. Let's talk about fundamental analysis. |
| 1:39.1 | Hi, Justin. Thanks for taking my call. Of course. |
| 1:42.8 | I called last Thursday about a ETTF Volt, and you said that some of the holdings were good |
| 1:49.8 | and some were bad. |
| 1:51.0 | So my question is, is how do you pick apart the good and the bad when you're doing that? |
... |
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