4.3 • 1.5K Ratings
🗓️ 5 August 2025
⏱️ 51 minutes
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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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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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