Tax Season: The "Refund" Stimulus
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 6 February 2026
⏱️ 45 minutes
🧾️ Download transcript
Summary
As W-2s arrive, we will discuss how the 2026 tax filing season could act as a hidden stimulus for the economy—and the specific deductions you need to capture this year.
Today's Stocks & Topics: Global X Super Dividend U.S. ETF (DIV), Market Wrap, Analog Devices, Inc. (ADI), Proprietary Trading, Tax Season: The "Refund" Stimulus, Transferring Money from 401k to I-R-A, The Dollar, Powell Industries, Inc. (POWL), Precious Metals, Vanguard Total International Stock Index Fund ETF Shares (VXUS), Productivity.
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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 |
| 0:12.1 | InvestTalk, independent thinking, shared success. |
| 0:17.9 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.4 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:35.1 | Good afternoon, fellow investors, and welcome back to Invest Talk. And this is our |
| 0:41.3 | February 5th, 2026 edition of InvestTalk. I am host of Investstock, Justin Klein. And this hour |
| 0:49.2 | is dedicated to you. And a lot's going on in markets. You see a lot of red markets rolling over. |
| 0:55.1 | Talked about this and the potential for a Q1 pullback in markets and really driven right now |
| 1:02.6 | by software stocks, the AI trade reversing in many ways. And foreign investors pulling money out of the US. |
| 1:12.6 | And so this is all driving trends for 2026. |
| 1:18.2 | And, you know, does this mean we're going to a bare market, you know, potentially, but also most likely not because there's still a decent economy with pretty good liquidity and a Fed easing cycle, all of that. |
| 1:30.9 | And so we're going to unpack all this today and answer your finance and investment questions. |
| 1:36.2 | Whatever's on your mind. |
| 1:37.6 | We want to hear from you, 88899 chart is the number as always to get through and ask whatever you have to ask. |
| 1:46.6 | And in just a bit, I'll talk about today's Mark performance and run down the show topics. |
| 1:50.6 | But as usual, we'll tackle this first caller question now. |
| 1:54.5 | Hello, gentlemen. |
| 1:55.0 | I'm calling regarding a ETF, Global X Super Dividend, U.S. |
| 2:03.4 | ETF. Stock symbol is DIV. |
| 2:07.5 | I wanted to get your thoughts on it, wondering if it's a good time to get in. |
| 2:09.0 | I'll look forward to your answer. |
| 2:10.1 | Thank you for all you do. |
... |
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