InvestTalk – Details, episodes & analysis

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InvestTalk

InvestTalk

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

Business
News

Frequency: 1 episode/1d. Total Eps: 2000

RedCircle

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.

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Recent rankings

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Apple Podcasts

  • 🇺🇸 USA - investing

    12/06/2026
    #95
  • 🇺🇸 USA - investing

    11/06/2026
    #90
  • 🇺🇸 USA - investing

    07/06/2026
    #84
  • 🇺🇸 USA - investing

    05/06/2026
    #91
  • 🇺🇸 USA - investing

    04/06/2026
    #86
  • 🇺🇸 USA - investing

    03/06/2026
    #98
  • 🇺🇸 USA - investing

    31/05/2026
    #92
  • 🇺🇸 USA - investing

    30/05/2026
    #93
  • 🇫🇷 France - investing

    30/05/2026
    #73
  • 🇺🇸 USA - investing

    25/05/2026
    #97

Spotify

    No recent rankings available



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Score global : 64%


Publication history

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Strategies for RMDs: What to Do When You Don't Need the Money

jeudi 10 octobre 2024Duration 46:31

Reinvesting RMD proceeds and utilizing tax-efficient investments like ETFs are just two strategies that can help retirees better manage mandatory withdrawals.

(Understanding the options can show retirees how to align their financial decisions with their long-term goals and tax planning.)

 

Today's Stocks & Topics: NTES - NetEase Inc. ADR, DIS - Walt Disney Co., SOFI - SoFi Technologies Inc, High Returns, CELH - Celsius Holdings Inc., Market Wrap, Strategies for RMDs: What to Do When You Don't Need the Money, Strategies for RMDs: What to Do When You Don't Need the Money, PRIM - Primoris Services Corp., HSTM - HealthStream Inc., DOJ Sues Google, AZN - AstraZeneca PLC ADR, GL - Globe Life Inc., China.



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How to Save Big on Homeowners Insurance

mardi 8 octobre 2024Duration 46:37

Strategies such as bundling policies, increasing deductibles, and exploring discounts for safety features or claims-free history can lead to substantial savings.

 

Today's Stocks & Topics: FRO - Frontline PLC, Market Wrap, Required Minimum Distributions (RMDs), How to Save Big on Homeowners Insurance, WFC - Wells Fargo & Co., How to Invest, The Dollar, LEU - Centrus Energy Corp., IIPR - Innovative Industrial Properties Inc., CIVI - Civitas Resources Inc., Federal Deficit.



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How Much Credit Card Debt is Too Much?

jeudi 26 septembre 2024Duration 46:43

Americans now carry a staggering $1.14 trillion in credit card debt. There are key indicators that can help you understand WHEN you may be overextended.

 

Today's Stocks & Topics: TXT - Textron Inc., Market Wrap, EQIX - Equinix Inc., R - Ryder System Inc., How Much Credit Card Debt is Too Much?, POET - POET Technologies Inc., OMCL - Omnicell Inc., PYPL - PayPal Holdings Inc., FL - Foot Locker Inc., Bonds, SMCI - Super Micro Computer Inc., Shippers Preparing for Potential East Coast Port Strike.



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InvestTalk 5-22-2024 – Investors Are Still Their Own Worst Enemies

jeudi 23 mai 2024Duration 46:50

A comprehensive financial plan is only as good as an investor's ability to stick to it through thick and thin.

 

(In short, they too frequently wind up reacting to market maturations and lowering their longer-term returns.)

(Often succumbing to short-term strategies such as market timing or performance chasing, many investors show a lack of knowledge and/or ability to exercise the necessary discipline to capture the benefits markets can provide over longer time horizons.)

 

 Today's Stocks & Topics: LULU - Lululemon Athletica Inc., INMD - InMode Ltd., Market Wrap, Investors Are Still Their Own Worst Enemies, ONEV - SPDR Russell 1000 Low Volatility Focus ETF, MDY - SPDR S&P MidCap 400 ETF Trust, Housing Market, ITW - Illinois Tool Works Inc., Delaware Statutory Trust (DST), CRM - Salesforce Inc., Consumer Financial Protection Bureau.



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12-15-2020: FTC To Amazon, Facebook, Others: Explain How You Collect And Use Personal Data

mercredi 16 décembre 2020Duration 45:38

The Federal Trade Commission is requiring nine tech companies to share information about how they collect and use data from their users.



Today's Stocks & Topics: Dividend Payouts, AMC - AMC Entertainment Holdings Inc. Cl A, GRMN - Garmin Ltd., Shorting, TGT - Target Corp., STPGF - Steppe Gold Ltd., Stablecoins, Asset Allocation, FATIX - Fidelity Advisor Technology Fund I, Where to Invest.



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12-14-2020: TransUnion: Consumers Can Expect A Spike In Lending And Greater Access To Credit

mardi 15 décembre 2020Duration 45:28

Consumer credit lending is expected to rebound to pre-pandemic levels in the first half of 2021.



Today's Stocks & Topics: BTC - Bitcoin Group SE, The Fed Meeting, Real Estate & Tax Strategies, MELI – Mercado Libre Inc., SPACs, Investing on 5G, BITW - Bitwise 10 Crypto Index Fund, GRWG - GrowGeneration Corp., DASH - DoorDash Inc. Cl A, ABNB - Airbnb Inc. Cl A, MDRPF - Midas Gold Corp.



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12-11-2020: E-commerce Sales Soar And Walmart Earnings Beat Expectations

samedi 12 décembre 2020Duration 45:23

Statistics indicate that the COVID pandemic has caused a shift in purchasing patterns equivalent to “three to five years of acceleration" in e-commerce.



Today's Stocks & Topics: BA - Boeing Co., Covid 19, GLD - SPDR Gold Shares, UDN - Invesco DB US Dollar Index Bearish Fund, CMG - Chipotle Mexican Grill Inc., Roth I-R-A, REML - Credit Suisse X-Links Monthly Pay 2x Leveraged Mortgage REIT Exchange Traded Notes, Recession.



TRIVIA QUESTION: "Our giant War Department building, known as the 'Pentagon', officially opened in January of 1943... computed in 2020 dollars, WHAT was the TAXPAYER COST to construct the Pentagon-- and WHY did architects choose a five-sided design?"



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



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12-10-2020: COVID-19 Pandemic Fallout: Over 68% Of Americans Had Financial Setbacks In 2020

vendredi 11 décembre 2020Duration 45:40

According to a new study from financial services company Fidelity, a large percentage of Americans plan to spend 2021 in 'survival mode'.



Today's Stocks & Topics: Stocks & Taxes, Big Companies and Regulations, Electric Cars, New IPOs, MRNA - Moderna Inc., EV Stocks, Mergers & Acquisitions, XPO - XPO Logistics Inc., SLB - Schlumberger Ltd., BUD - Anheuser-Busch InBev S.A. ADR.



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12-9-2020: 3 Smart Money Moves To Make Before Year's End

jeudi 10 décembre 2020Duration 45:34

As 2020 draws to a close, you may have a different view about your finances and you should reexamine your strategies.



Today's Stocks & Topics: VSIAX - Vanguard Small-Cap Value Index Fund Admiral, VVIAX - Vanguard Value Index Fund Admiral, Workforce Statistics, Tesla Must Move to Texas, Roth I-R-A, Medical Insurance Before Retirement, TSLA - Tesla Inc., Preferred Shares, What's the Big Deal About Bitcoin, COST - Costco Wholesale Corp.



TRIVIA QUESTION: "Looking back in time, WHEN (as in WHICH YEAR) was the first human-carrying electric vehicle with its own power source first tested-- and WHERE?



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12-8-2020: Wall Street Firm Expects The S&P 500 To Rise 16% By End Of 2021

mercredi 9 décembre 2020Duration 45:51

With cash yields near zero and bonds offering little yield, Goldman anticipates that investors will rotate cash into stocks, helping fuel a 16% gain in the S&P 500 next year.



Today's Stocks & Topics: CSIQ - Canadian Solar Inc., Savings vs. Inflation, Tesla, NG - NovaGold Resources Inc., LAD - Lithia Motors Inc. Cl A, CF - CF Industries Holdings Inc., Money Managers, VBR - Vanguard Small-Cap Value ETF, VTV - Vanguard Value ETF, LCA - Landcadia Holdings II Inc. Cl A, BJ - BJ's Wholesale Club Holdings Inc.



TRIVIA QUESTION: "Can you name 3 high-paying careers today-- and, for perspective, WHAT do you suppose was the starting salary for an FBI Special Agent in 1942-- at the start of World War 2?"



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