When and How to Change Financial Advisors
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 22 October 2025
⏱️ 46 minutes
🧾️ Download transcript
Summary
I will provide a comprehensive guide for investors so you can assess the performance of your current financial advisor... including communication skills and fee structure. I'll also outline the necessary steps for a smooth and compliant transition to a new wealth management professional.
Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Medtronic plc (MDT), When and How to Change Financial Advisors, American Financial Group, Inc. (AFG), Meta Platforms, Inc. (META), Volatility, Vale S.A. (VALE), Teleflex Incorporated (TFX), Spending, Apple Inc. (AAPL), Gold.
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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. |
| 0:33.6 | Good afternoon, fellow investors, and welcome back to Invest Talk. |
| 0:39.1 | My name is Lou Guerrero, and I will be your host for the next hour on this beautiful Tuesday, October 21st, 2025. |
| 0:49.5 | Sounds crazy to say, October 21st, November is already around the corner. |
| 0:56.2 | And before you know it, the year will be up and we'll be heading in to 2026. |
| 1:02.2 | And so, things are really moving quickly here in the fourth quarter of the year. |
| 1:07.8 | And with regards to markets and therefore your portfolios, things are moving quickly as well. |
| 1:15.2 | And it's difficult. It's hard to remain focused each and every day. So we here at InvestTalk think that, |
| 1:21.9 | and hope that we play a small part in making you a better and more informed investor each and every day. |
| 1:30.0 | Now, in order to do that, we have a mixture of educational items, actionable material, |
| 1:35.5 | and we bring that to the table each and every day. But the most important part of this show |
| 1:40.0 | are your finance and investment questions. You help steer the conversation. |
| 1:47.1 | Now, to that end, before we go over today's market performance and run down those |
| 1:50.6 | topics, let's tackle this caller question now. |
| 1:53.8 | Hey, Justin, Luke. |
| 1:55.1 | I just wanted to get your input on CCJ, the uranium holding company. |
| 2:01.9 | Yeah, just let me know your thoughts. |
| 2:12.3 | CCJ is Kameko Corporation. Camico engages in the provision of uranium, uranium mining, milling, |
| 2:19.8 | conversion, and fuel services for the nuclear power industry. It has significant high-grade reserves and has done a good job of making low-cost operations. Also has pretty broad exposure to the nuclear fuel cycle |
| 2:27.9 | with stakes in various companies, including most recently Westinghouse Electric. |
... |
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