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InvestTalk

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

InvestTalk is your daily guide to stock market analysis, portfolio management, and unbiased financial education. Hosted by experienced wealth managers Justin Klein and Luke Guerrero, CFA, of KPP Financial, this daily investing podcast cuts through the noise to answer your specific investment questions. With over 60…

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InvestTalk

09-06-19: Opinion: A ‘Fear Bubble’ Is Creating A Huge Buying Opportunity

Workers Are Dropping Out: What Falling Labor Force Participation Signals for the Economy

3-21-22 - A Real Estate Fraud Epidemic Is Continuing

01-29-19: Investors Remain On Edge Even After Big January Comeback

10-5-2021: Expert: How to Talk About Money

09-27-19: Morgan Stanley: The Fed Will Need To Grow Its Balance Sheet ‘Permanently’

02-08-19: The Right Way To Tap Your Home Equity For Cash

5-11-2022 – Could A Roth IRA Conversion Pay Off in A Down Market?

How to Roll Over an Old 401(k)

1-20-2021: Report: A Price War For Streaming Is Coming

12-04-18: How HSAs (Health Savings Accounts) Offer A Triple Tax Benefit

Musk&#39;s $5 Billion Bet: Tesla to Fund His xAI Startup?

12-03-18: The 4 Biggest Mistakes First-Time Home-buyers Make

9-23-2021: Making Rapid-Fire Changes to Take Advantage of Market Trends Is Easier Said Than Done

2-22-2021: COVID Fallout: Study Shows 1 in 10 U.S. Workers May Have to Switch Jobs By 2030

03-01-19: Warren Buffett Says Bitcoin Is A &#39;Delusion&#39; And &#39;Attracts Charlatans&#39;

5-19-2022 – Millennial and Gen Z Workers Plagued with Cost-of-Living Fears

01-13-20: In Many Areas, Renting Is More Affordable Than Buying And There Is A Common Factor

11-3-2021: Small Caps Kick Off November with A Rally

06-21-18: 3 Essential Things to Consider Before Starting a Business

9-15-2023 - Best of Caller Questions

Diesel Prices Hit a Record: The Inflation Wildcard Wall Street Is Underestimating

InvestTalk 10-19-2023 – Hedge Against Inflation - How High TIPS Yields Benefit Retirees

Fedspeak vs. Geopolitics: Which Force Actually Drives Markets More?

10-11-19: Yield Curve &#39;Father&#39; Says Now Is Time To Prepare For Recession

InvestTalk 4-10-2024 – An Investing &#39;Road Map&#39; for Mid-Career Accumulators

9-26-2023 – Why Do Bond Yields Keep Rising?

9-2-22: Could Buying the Dips Could Hurt Your Portfolio in a Bear Market?

2-15-2022 - Are Your Bond Holdings Vulnerable in a Rising-Rate Environment?

11-16-2022 – FED Report: Household Debt Soars at Fastest Pace in 15 Years

Supreme Court Takes on Your 401(k): The Intel Private Funds Case Explained

02-11-20: Analysis: REIT Tax Myths

01-10-20: Survey: 77% Of Corporate CFOs Say The Economy Will Slow And The Stock Market Is Overvalued

InvestTalk 2-26-2024 – Passive Funds Have Overtaken Active Funds

Should You Hedge Currency Risk? The Dollar, Yen, and Rupee in a Shifting Global Order

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

01-04-19: Manufacturing Activity Survey Shows Biggest Drop Since 2008--Bad Economic Sign?

08-08-18: The 8 &#39;Dogs of The Dow&#39; Ended July Positive This Year

1-18-2022: Are SPACs a Racket?

8-31-2021: What&#39;s The Smart Play Now If Housing Is &#39;Cooling Down&#39;?

01-21-19: Are Markets Overestimating the Risk of Recession in the U.S.?

06-15-18: How to Defuse Your Tax Time Bomb

10-19-2022 – Looking at the History of Mutual Fund Innovations

China&#39;s Trade Tides Turn: Exports Hit 3-Month Low as Imports Surge

1-13-2023 – Profits and Losses and a Tale of Two Banks

09-04-19: Notable Investor Warns Of ‘Serious Problems’-- Reminiscent of The Late 1930s

12-16-2021: SEC Wants Stronger Insider Trading Rules as Executive Stock Sales Hit Records

10-04-18: 2 Big Red Flags For The Stock Market?

5-23-2022 – Harvard Economist: Two Major Factors Indicate A Recession Is Far From Certain

12-28-2020: COVID Pandemic Has Caused One-Fifth Of Americans To Lose Retirement Confidence

AI Stocks Selloff 2026: Overreaction or a Real Warning Sign for Investors?

1-10-2023 – Has Health Insurance Made Healthcare More Expensive?

High-Yield Savings vs. T-Bills: Where Should Your Cash Live?

7-25-2023 – Don’t Go Chasing Recent Returns

7-10-2023 – Could the American Banking Landscape Be on the Verge of a Seismic Shift?

10-17-18: 7 Important Budgeting Tips for New Parents

01-24-20: Millennials Are Way Behind On Home Ownership

Midterm Elections and Your Money: Four Ways US Foreign Policy Could Shift

4-12-2022 - Could It Be Possible That Inflation Has Already Peaked?

5-19-2023 – What’s the Difference Between Risk Tolerance and Risk Capacity?

US Manufacturing Continues to Struggle with Tariff Uncertainty

4-15-2021: The New Chairman of The Securities and Exchange Commission Will Have A Crowded Agenda

How Much Life Insurance Do You Need?

InvestTalk 1-31-2024 – Can a Taxable Account Beat a 401(k)?

07-20-18: How to Take a Mini-Retirement Without Delaying Your Full Retirement

Data Centers: The Billion-Dollar Real Estate Investment Boom

Japan Bond Yield Surge Raises Carry Trade Unwind Concerns

Housing Market Revival: Construction Surge Signals New Chapter

5-30-2023 – How to Sequence Withdrawals in Retirement

7-31-2023 – Is the Hope of a &#39;Soft Landing&#39; Realistic?

Roth or Bust: The $145K 401(k) Catch-Up Rule Change for 2026

06-28-19: Opinion: The U.S.-China Trade Dispute Will Be An Epic Battle Lasting &#39;10 or 15 Years’

1-2-2023 – NASDAQ Wraps Fourth Quarter in Slump

03-28-19: Northern Trust Warns: A Return Of Inflation Could Turn Markets On Their Head

05-30-19: China Is Using Diplomatic Code Phrases That Threaten Wider Escalation Of A Trade War

9-5-2022 - Best of Caller Questions - Labor Day

AI in the Aisles: How Artificial Intelligence Is Transforming Retail Profit Margins

5-10-2021: The FED Is Warning of The Potential For ‘Significant Declines’ In Asset Prices

11-06-18: The 5 Health Benefit Enrollment Mistakes That Could Cost You In 2019

Musk's $5 Billion Bet: Tesla to Fund His xAI Startup?

03-01-19: Warren Buffett Says Bitcoin Is A 'Delusion' And 'Attracts Charlatans'

10-11-19: Yield Curve 'Father' Says Now Is Time To Prepare For Recession

InvestTalk 4-10-2024 – An Investing 'Road Map' for Mid-Career Accumulators

08-08-18: The 8 'Dogs of The Dow' Ended July Positive This Year

8-31-2021: What's The Smart Play Now If Housing Is 'Cooling Down'?

China's Trade Tides Turn: Exports Hit 3-Month Low as Imports Surge

7-31-2023 – Is the Hope of a 'Soft Landing' Realistic?

06-28-19: Opinion: The U.S.-China Trade Dispute Will Be An Epic Battle Lasting '10 or 15 Years’

The "Dogs of the Dow" 2026 Strategy

The "Grid" Bottleneck: AI vs. Utilities

08-27-19: Wells Fargo Analysts Do Not See A 'Holly Jolly' Holiday Shopping Season For Retailers

03-27-20: Coronavirus Slowdown Starts To Rival The Fed's 'Doomsday Bank Stress' Scenario

Inflation's Stubborn Return: Wholesale Prices Surge Signals Persistent Price Pressures

Housing: The "Spring Season" Starts Now

12-17-2020: Massachusetts: "Robinhood Is A Reckless Company Gamifying Investing"

09-24-19: The Historically 'Weakest Week' Of The Year Is Here-- Why One Strategist Is Not Worried