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InvestTalk

What’s a Financial Go Bag and Why Do You Need It?

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

News Commentary, Business News, Business, Investing, News, Entrepreneurship

4.41.5K Ratings

🗓️ 25 January 2025

⏱️ 50 minutes

🧾️ Download transcript

Summary

Individuals can protect, and quickly access, their most important financial documents and resources during unexpected emergencies or disasters if they prepare a "financial go bag".

 

Today's Stocks & Topics: ENPH - Enphase Energy Inc., Market Wrap, TTI - Tetra Technologies Inc., CROX - Crocs Inc., What’s a Financial Go Bag and Why Do You Need It?, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, JNJ - Johnson & Johnson, The Thrift Savings Plan (TSP) for Retirement, Equity Risk Premium, BAH - Booz Allen Hamilton Holding Corp., Inflationary Fiscal Policy, Tariffs.



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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.

0:13.3

Independent thinking, shared success.

0:17.7

Invest talk 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.

0:34.3

Good afternoon, fellow investors, and welcome back to Invest Talk.

0:39.2

My name is Luke Guerrero. Today is Friday, January 24th, 2025.

0:47.0

And before we head off to the weekend, as always, I'm excited to be here with you all and dive in to the stories of today,

0:54.0

dive in to what happened into the market,

0:56.4

and of course answer your finance investment questions. But before we move forward to any of that,

1:01.9

I do want to briefly plug for those of you who maybe have checked out our YouTube channel before

1:06.4

this, haven't checked it out at all. We certainly recently did a little bit of reshuffling

1:12.2

in how we are presenting information.

1:13.9

We're doing some YouTube exclusives as well.

1:17.4

So just head over there to YouTube

1:19.0

and search for InvestTalk with two T's

1:21.2

to check out all of our latest content there.

1:25.2

Now in just a bit, we'll talk about today's market performance

1:27.4

and run down the show topics.

1:29.0

But first, let's tackle this caller question.

1:31.5

Hey, Justin and Luke, this is Dan from Northern California, a big fan of the show.

1:36.9

Want to get your thoughts on a company called N-phase energy.

1:40.9

E-N-P-H is the ticker.

...

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