“The Forgotten 401(k): Are You Leaving Money on the Table?”
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 19 November 2025
⏱️ 46 minutes
🧾️ Download transcript
Summary
In this episode, we will explore how abandoned 401(k) plans can quietly drain your long-term wealth and we’ll talk about the simple steps you can take to track down that lost money and put it back to work.
Today's Stocks & Topics: Builders FirstSource, Inc. (BLDR), Gartner, Inc. (IT), Meta Platforms, Inc. (META), Market Wrap, “The Forgotten 401(k): Are You Leaving Money on the Table?”, I-R-As, Warner Bros. Discovery, Inc. (WBD), The Bond Market, Texas Instruments Incorporated (TXN).
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 | 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. |
| 0:27.3 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:35.3 | Good afternoon, fellow investors, and welcome back to InvestTalk. |
| 0:39.5 | This is our Tuesday, November 18th, 2025 edition of InvestTalk. |
| 0:44.5 | And Thanksgiving is just a little over a week away. |
| 0:49.5 | And we'll be heading into the holiday season very soon and then the end of the year. |
| 0:56.0 | You know, just a, what about six, seven weeks left in the year. |
| 1:01.6 | And it's been an interesting year, a challenging year. |
| 1:05.4 | And 2026 promises to be even more difficult. |
| 1:11.7 | Now, I'm Justin Klein, and my goal here is to help you become a better investor by giving |
| 1:16.9 | you actionable perspective and data that can help you make better decisions with your money. |
| 1:24.2 | Help you avoid the pitfalls that so many investors fall prey to, and also capitalize |
| 1:31.0 | on the opportunities, which there are always some, sometimes more than others, but there are |
| 1:35.7 | always some opportunities out there in markets. |
| 1:38.7 | And while we can't sit here and tell you exactly what to buy, we can help you uncover using your questions |
| 1:48.0 | when you call in or just instilling principles in your mind that will guide you towards |
| 1:56.6 | opportunities and away from the pitfalls. So that's what this hour is about. |
| 2:02.8 | It's what every weekday show on InvestTalk is about. |
| 2:06.7 | Now, here's a heads up coming up on December 9th, just a handful of weeks away. |
| 2:12.1 | We'll be hosting a new InvestTalk wealth webinar. |
| 2:15.5 | Luke and I'll be providing important money-saving information. |
... |
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.