1,205 episodes

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 adviser, Steve Peasley.

http://blog.investtalk.com

InvestTalk Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors

    • Business
    • 4.3 • 1.4K Ratings

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 adviser, Steve Peasley.

http://blog.investtalk.com

    12-2-2022 – Start Your Estate Plan with 8 Key Steps

    12-2-2022 – Start Your Estate Plan with 8 Key Steps

    It’s helpful to think of estate planning as a process, rather than something that’s one and done and begins and ends in an attorney’s office.
     
    Today's Stocks & Topics: Buying a House in Los Angeles, Retirement Savings for a Baby Boomer, STLD - Steel Dynamics Inc., PYPL - PayPal Holdings Inc., Social Security and Taxes, D - Dominion Energy Inc., MOS - Mosaic Co., November Jobs Report, LUMN - Lumen Technologies Inc., Municipal Bonds, Sell KOS - Kosmos Energy Ltd. and Buy XOM - Exxon Mobil Corp., CRSP - CRISPR Therapeutics AG.

    Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.


    Advertising Inquiries: https://redcircle.com/brands

    Privacy & Opt-Out: https://redcircle.com/privacy

    • 45 min
    12-1-2022 – Be Sure to Avoid Mistakes with Required Minimum Distributions from Retirement Accounts

    12-1-2022 – Be Sure to Avoid Mistakes with Required Minimum Distributions from Retirement Accounts

    You’ve got until year's end to make sure you get it right when it comes to mandatory withdrawals from retirement accounts.
     
    Today's Stocks & Topics: Collateralized Fund Obligations, Retailer’s Inventory, Covid in China, BKE - Buckle Inc., AVGO - Broadcom Inc., FCX - Freeport-McMoRan Inc., X - United States Steel Corp., DV – Double Verify Holdings Inc., Buy and Sell.


    Advertising Inquiries: https://redcircle.com/brands

    Privacy & Opt-Out: https://redcircle.com/privacy

    • 45 min
    11-30-2022 – 4 Practical Steps to Control Your Overspending Habit

    11-30-2022 – 4 Practical Steps to Control Your Overspending Habit

    For some, money represents freedom, opportunity, security, or peace of mind-- but financial success requires that you tame an 'urge to splurge.'
     
    Today's Stocks & Topics: Stock Market Performance, Black Friday, Factory Production in China, Corporate Bonds, KRTX - Karuna Therapeutics Inc., TRTN - Triton International Ltd., Preferred Shares, GNL - Global Net Lease Inc., Big Banks Bonds, CVGI - Commercial Vehicle Group Inc.


    Advertising Inquiries: https://redcircle.com/brands

    Privacy & Opt-Out: https://redcircle.com/privacy

    • 46 min
    11-29-2022 – SEC Strikes Again on 12b-1 Fees, Fining Another RIA

    11-29-2022 – SEC Strikes Again on 12b-1 Fees, Fining Another RIA

    An SEC complaint highlights what can happen if an advisor breaches their duty to seek 'best execution' for transactions of its advisory clients.
     
    Today's Stocks & Topics: Private Equity Industry, Tech Sell-Off, Yield Curve Inversion, BKE - Buckle Inc., The Stock Market and 401k, CTRA - Coterra Energy Inc., SU - Suncor Energy Inc., SLB - Schlumberger Ltd.


    Advertising Inquiries: https://redcircle.com/brands

    Privacy & Opt-Out: https://redcircle.com/privacy

    • 45 min
    11-28-2022 – Why You Should Be Cautious as China Concerns Affect the Market Rally

    11-28-2022 – Why You Should Be Cautious as China Concerns Affect the Market Rally

    The stock market rally had solid gains in the holiday-shortened Thanksgiving week, but the S&P 500 index is coming up to its 200-day moving average, a key resistance area.
     
    Today's Stocks & Topics: Winners and Losers on Black Friday, Living Paycheck-To-Paycheck, HEES - H&E Equipment Services Inc., Stock Screeners, BTU - Peabody Energy Corp., AVUS - Avantis U.S. Equity ETF, AAPL - Apple Inc., Trimming Energy Stocks, MTZ - MasTec Inc., DIN - Dine Brands Global Inc., METC - Ramaco Resources Inc., Tax-Loss Harvesting, TDS - Telephone & Data Systems Inc., Interest Rates, EQNR - Equinor ASA ADR, ABG - Asbury Automotive Group Inc.


    Advertising Inquiries: https://redcircle.com/brands

    Privacy & Opt-Out: https://redcircle.com/privacy

    • 46 min
    11-25-2022 - Best of Caller Questions - Black Friday

    11-25-2022 - Best of Caller Questions - Black Friday

    In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.

    Today's Stocks & Topics: 401K & Roth IRA, KPP Portfolio Review, Investing in Real Time, Treasury Notes, Volume and Capitulation, Tax Exempt, Bond Maturity, CD Rates, Real Estate Loans, Young Investor, Tax-loss Harvesting & The Wash Rule, Support and Resistance Numbers, 401-K, Book-The Fourth Turning.


    Advertising Inquiries: https://redcircle.com/brands

    Privacy & Opt-Out: https://redcircle.com/privacy

    • 46 min

Customer Reviews

4.3 out of 5
1.4K Ratings

1.4K Ratings

ThePuma51 ,

Ticker DIN

Hey Justin and Steve, curious on what your thoughts are about Dine Brands Global and a fair entry point?

cannoncannon ,

PCAR

Would love your opinion on PCAR. I have a full position, and it’s done well through the turmoil of the market this year. What would your thoughts be on this position for the next five years? Trim/Hold/Sell/Buy. Thank you for a great show!

jmelbost ,

Love This Podcast

Thank you guys for all you do, Invest Talk is a staple in my day to day. Want to ask what you guys think about Coinbase $COIN … I personally do not invest in the Crypto space nor do I plan on it in the future… but I am aware that it has a very big following and i’m curious if this recent collapse has provided a good entry in a company like Coinbase. Look forward to hearing your answer.

Top Podcasts In Business

Ramsey Network
NPR
Jocko DEFCOR Network
Andy Frisella #100to0
Guy Raz | Wondery
Marketplace

You Might Also Like

Markus Heitkoetter
Morningstar
Bill Gunderson
Zacks Investment Research
The Motley Fool
Seeking Alpha