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InvestTalk

Where and How to Invest Your Long-Term-Care ‘Bucket’

InvestTalk

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

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

4.31.5K Ratings

🗓️ 5 August 2025

⏱️ 51 minutes

🧾️ Download transcript

Summary

Strategically investing in a dedicated portfolio “bucket” for self-funding of long-term care involves balancing tax considerations, asset allocation, and other considerations. 

Today's Stocks & Topics: FADMX - Fidelity Strategic Income Fund, Market Wrap, EMN - Eastman Chemical Co., Retirement Plans in Flux: Why More Americans Are Rethinking Their Exit Timeline, KLG - WK Kellogg Co., ADBE - Adobe Inc., A-I and Job Cuts, VICI - VICI Properties Inc., Bonds, Artificial Intelligence in Daily Life.



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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. 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.

0:34.9

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

0:40.0

This is our Monday, August 4th, 2025 edition.

0:44.2

And yeah, here we are.

0:46.1

In to August, school starts relatively soon.

0:51.4

You know, the finish line for the summer is coming closer to view.

0:58.5

But we still have work to do, even though it's summertime and you want to enjoy yourself,

1:04.2

you want to get outside.

1:05.8

It doesn't stop the world from moving.

1:08.2

It doesn't stop the markets from moving.

1:10.0

Headlines being made and sectors

1:12.4

and asset classes changing, evolving with the current economic times, both with the advent of

1:23.8

newer technologies like AI, but also geopolitical concerns as well.

1:28.9

So all of this makes for a complex mix of variables that we are here to try to simplify

1:37.4

as much as you can into what matters for the money in your portfolio, the opportunity set that's out there.

1:48.4

There's more and more each day,

1:50.5

new ETFs and mutual funds and private equity

1:54.2

and private debt and so much that just hits markets every day.

1:59.2

Always trying to get new assets.

2:03.7

So you're probably pitched things along the way.

...

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