InvestTalk Podcast Por Hosts Justin Klein & Luke Guerrero CFA | Wealth Managers and Investment Advisors arte de portada

InvestTalk

InvestTalk

De: Hosts Justin Klein & Luke Guerrero CFA | Wealth Managers and Investment Advisors
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount.

This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies.

InvestTalk, a daily program, delves into a range of pertinent investment subjects while addressing listener queries. Powered by KPP Financial in Irvine, California, the show/podcast is hosted by KPP Owner Justin Klein and Portfolio Manager Luke Guerrero.

No investment inquiry is off-limits. Are your assets properly diversified? How can you optimize your 401(k) management? What implications do economic shifts have on real estate?

Spread the word among your friends and family. They can access timely responses to these and numerous other financial and investment queries in each episode of InvestTalk, airing every weekday. Learn more at InvestTalk.com.

©2024 Klein, Pavlis & Peasley Financial, Inc.
Economía Finanzas Personales Gestión y Liderazgo Liderazgo Política y Gobierno
Episodios
  • “The Forgotten 401(k): Are You Leaving Money on the Table?”
    Nov 19 2025

    In this episode, we will explore how abandoned 401(k) plans can quietly drain your long-term wealth and we’ll talk about the simple steps you can take to track down that lost money and put it back to work.

    Today's Stocks & Topics: Builders FirstSource, Inc. (BLDR), Gartner, Inc. (IT), Meta Platforms, Inc. (META), Market Wrap, “The Forgotten 401(k): Are You Leaving Money on the Table?”, I-R-As, Warner Bros. Discovery, Inc. (WBD), The Bond Market, Texas Instruments Incorporated (TXN).



    Our Sponsors:
    * Check out Gusto: https://gusto.com/investtalk
    * Check out Invest529: https://www.invest529.com
    * Check out Progressive: https://www.progressive.com
    * Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com


    Advertising Inquiries: https://redcircle.com/brands
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    45 m
  • Don’t Outlive Your Nest Egg: Strategies to Make Savings Last
    Nov 18 2025

    We'll talk about practical ways to stretch retirement dollars-- such as adjusting withdrawals, delaying Social Security, integrating annuities, and managing market risk.

    Today's Stocks & Topics: Tyson Foods, Inc. (TSN), Market Wrap, VanEck IG Floating Rate ETF (FLTR), iShares 0-3 Month Treasury Bond ETF (SGOV), Don’t Outlive Your Nest Egg: Strategies to Make Savings Last, Small Cap Stocks, WW International, Inc. (WW), Elon Musk's $1 Trillion Pay Package, Amdocs Limited (DOX), Federal National Mortgage Association (FNMA), Social Media.



    Our Sponsors:
    * Check out Gusto: https://gusto.com/investtalk
    * Check out Invest529: https://www.invest529.com
    * Check out Progressive: https://www.progressive.com
    * Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com


    Advertising Inquiries: https://redcircle.com/brands
    Más Menos
    44 m
  • Annuities Demystified: Types, Payouts, and Trade-Offs
    Nov 15 2025

    We will look into a plain-English guide on how annuities work, from fixed to variable and indexed options, plus fees and guarantees to watch.

    Today's Stocks & Topics: Trex Company, Inc. (TREX), Devon Energy Corporation (DVN), Market Wrap, Annuities Demystified: Types, Payouts, and Trade-Offs, Southern Copper Corporation (SCCO), Dow Inc. (DOW), Cognizant Technology Solutions Corporation (CTSH), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, China’s Gold, Young Investor Looking for Advised, The Brink's Company (BCO), Tyson Foods, Inc. (TSN), Roche Holding AG (RHHBY), Stocks Are Falling.



    Our Sponsors:
    * Check out Gusto: https://gusto.com/investtalk
    * Check out Invest529: https://www.invest529.com
    * Check out Progressive: https://www.progressive.com
    * Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com


    Advertising Inquiries: https://redcircle.com/brands
    Más Menos
    45 m
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Second to none. best resources for investing and wealth development for your family daily

Best EVER!!!!

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educational and informative, and not pushing an agenda or a product. 12 13 14 15

very informative and educational

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