InvestTalk

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

In today's ever changing global economy, understanding investment options can be a daunting, time-consuming task. With all the opinions and hearsay that can bombard investors, education is a key component to success. That's why more and more savvy investors are tuning into InvestTalk. InvestTalk is a weekday program that looks at new and relevant investment topics each weekday, and answers questions about financial and retirement planning, money management as well as general concerns about the stock market with financial advisers, Justin Klein & Luke Guerrero. http://blog.investtalk.com

  1. -15 H

    Best of Caller Questions - Steve Peasley

    In this compilation program, Steve Peasley field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Asset Allocation and Market Valuation, Bond Exposure, Credit Card Debt, Where to Invest After 70, China's Economy, Bonds and Junk Bonds, Investment Variable Annuities, Closed-End Funds, Fundamental Analysis, Low Risk Investment, Required Distributions, RMDs, Young Investor, Target Price to Sell, Retirement Funds Management. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

    47 min

  2. -1 DIA

    Best of Caller Questions - Thanksgiving Edition

    In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space, 457 Rollover, Low Contribution Limits, Tariffs, Covered Call Strategy, Foreign Stocks, Gas-Pipeline Producers, How Much Debt a Company Has. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

    47 min

  3. -2 DIAS

    Over Half of U.S. Workers Plan to Rely on Social Security for Retirement

    An alarming trend underscores the urgent need for individuals to rethink their retirement strategies and explore additional savings options. Today's Stocks & Topics: KLAC - KLA Corp., Market Wrap, BUD - Anheuser-Busch InBev S.A. ADR, Over Half of U.S. Workers Plan to Rely on Social Security for Retirement, ALSN - Allison Transmission Holdings Inc., TSLA - Tesla Inc., Roth I-R-A, China’s Stimulus Package, DPZ - Domino's Pizza Inc., DELL - Dell Technologies Inc. Cl C, Trump’s Cabinet picks? Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

    47 min

  4. -3 DIAS

    Direct Indexing vs. ETFs: Which Investment Strategy Wins the Game?

    One methodology offers personalized stock ownership and tax efficiency while the other provides simplicity and cost-effective diversification.  Today's Stocks & Topics: KMI - Kinder Morgan Inc., Market Wrap, Money Market Funds, QCOM - Qualcomm Inc., Index Funds, WMT - Walmart Inc., NBIS - Nebius Group N.V. Cl A, CHPT - Charge Point Holdings Inc., BWA - BorgWarner Inc., Small Caps, PCRSX - Principal Large Cap Growth Fund, Trump’s Tariffs. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

    47 min

  5. -4 DIAS

    How to Celebrate Thanksgiving Without Overspending

    With prices for Thanksgiving expenses up by 19%, you'll want practical tips for celebrating affordably.   Today's Stocks & Topics: APLE - Apple Hospitality REIT Inc., Market Wrap, XSVM - Invesco S&P Small Cap Value with Momentum ETF, How to Celebrate Thanksgiving Without Overspending, Dividend Reinvestment, LBRT - Liberty Energy Inc., Betting on Inflation, Trend Following, AMLP - Alerian MLP ETF, Corporate Insiders. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

    45 min

  6. 23/11

    How Much Life Insurance Do You Need?

    The amount of coverage you need depends on various factors, including your annual income, outstanding debts, future expenses, and your family's specific financial obligations.   Today's Stocks & Topics: RIO - Rio Tinto PLC ADR, Market Wrap, EXLS - ExlService Holdings Inc., How Much Life Insurance Do You Need?, Key Benchmark Number: Treasury Yields, Gold, Silver, Oil and Gasoline, International and Emerging Market Stocks, CF - CF Industries Holdings Inc., Credit Card Interest Rates, Return of Equity and Return of Assets, WBD - Warner Bros. Discovery Inc. Series A, GEHC - GE HealthCare Technologies Inc., IEP - Icahn Enterprises L.P., Turkey Dinner Cost. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

    47 min

  7. 22/11

    Why Millions of Americans Are Financially Unprepared

    In the U.S., nearly 14% of retirees rely almost entirely on the average Social Security check of $1,920 per month.   Today's Stocks & Topics: PLAY - Dave & Buster's Entertainment Inc., Market Wrap, HEI - Heico Corp., ETR - Entergy Corp., Why Millions of Americans Are Financially Unprepared, UNG - United States Natural Gas Fund L.P., CL - Colgate-Palmolive Co., Earnings Season, Quant Investing, WHR - Whirlpool Corp., FRFHF - Fairfax Financial Holdings Ltd., The Holiday Season is Here. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

    47 min

  8. 21/11

    HSA Costs to Watch Out For!

    When dealing with Health Savings Accounts (HSAs), it's important to avoid common pitfalls and consider factors that can help maximize savings.  Today's Stocks & Topics: TGT - Target Corp., Market Wrap, CRH - CRH PLC, FMCC - Freddie Mac, ULTA - Ulta Beauty Inc., HSA Costs to Watch Out For!, SOLV - Solventum Corp., Vanguard, CE - Celanese Corp., XOP - SPDR S&P Oil & Gas Exploration & Production ETF, Conflicting Opinions on Inflation. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

    46 min
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Sobre

In today's ever changing global economy, understanding investment options can be a daunting, time-consuming task. With all the opinions and hearsay that can bombard investors, education is a key component to success. That's why more and more savvy investors are tuning into InvestTalk. InvestTalk is a weekday program that looks at new and relevant investment topics each weekday, and answers questions about financial and retirement planning, money management as well as general concerns about the stock market with financial advisers, Justin Klein & Luke Guerrero. http://blog.investtalk.com

Informação

  • Autoria
    Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
  • Anos em atividade
    2008 - 2024
  • Episódios
    1,7 mil
  • Classificação
    Para todos
  • Copyright
    ©2024 Klein, Pavlis & Peasley Financial, Inc.
  • Site do programa
    InvestTalk

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