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

InvestTalk

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 million downloads, InvestTalk is trusted by investors who want institutional-grade research and actionable strategies. Every weekday, Justin and Luke break down complex macroeconomic trends and discuss highly searched topics, including stock and ETF analysis, 401(k) and retirement o...

Author

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

Category

Business

Podcast website

redcircle.com

Latest episode

Jul 11, 2026

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Episodes

12-23-2022 - Best of Caller Questions 24.12.2022

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: Fully Paid Lending, Preferred Stocks, 401K Funds, Corporate Bonds, Big Banks Bonds, Metals, Buy and Sell, Social Security & Taxes, 403B to a Roth I-R-A, Investing, Individual Bonds, Value Inv...

12-22-2022 – Loss Harvesting Done Right Could Downsize Your 2022 Tax Bill 23.12.2022

After reducing your 2022 investment gains, you can use additional losses to lower regular income by $3,000 and carry the remaining losses forward to future tax years.   Today's Stocks & Topics:  401k Retirement Plans, Cities Dropping on Real Estate Prices, Earnings Per Share, BB - BlackBerry Ltd., PLBY - PLBY Group Inc., Mortgages, PCAR - Paccar Inc., P.E. Ratio, Bonds, Peer-to-Peer Lendin...

12-21-2022 – One Generation of Wealthy Investors Is Betting the Market will Be Higher in 2023 22.12.2022

81% of millennial millionaires expect their assets to be higher at the end of NEXT YEAR, but there is a large optimism gap between younger and older investors.   Today's Stocks & Topics: After Investing, RCKT - Rocket Pharmaceuticals Inc., FSLR - First Solar Inc., Fully Paid Lending, LC – Lending Club Corp., Stock Losses, EMR - Emerson Electric Co., Value Investing, Value Funds. Our Sponso...

12-20-2022 - Best of Caller Questions 21.12.2022

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: Roth I-R-A Contributions, Preferred Stocks, YouTube Business, I-R-As, Trustable Financial Websites, Interest Rates, 401k, Position, Housing Market, Mortgage Reduction, Iron Butterfly Options, Ord...

12-19-2022 – Should You Be Looking into Wide-Moat Stocks? 20.12.2022

Given the dismal performance of the market, it may be surprising to learn that some wide-moat stocks have posted double-digit returns this year.   Today's Stocks & Topics: URNM - Sprott Uranium Miners ETF, Rental Properties, XOP - SPDR S&P Oil & Gas Exploration & Production ETF, MPW - Medical Properties Trust Inc., ASO - Academy Sports & Outdoors Inc., CCRD – Core Card Corp...

12-16-2022 - Best of Caller Questions 17.12.2022

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: Interest Rates, Home Ownership, Water Companies, Roth I-R-A, Low Risk Investment, RMDs, Required Distributions, Trailing Stops, Earning Calls, Gold and Silver Prices, Commodities, Roth I-R-A, Cov...

12-15-2022 – When It Comes to Risk, Is It Dangerous to Trust Your Instincts? 16.12.2022

During market downturns, there are ways to measure risk tolerance vs. risk perception. Today's Stocks & Topics: EWRE - Invesco S&P 500 Equal Weight Real Estate ETF, ERF - Enerplus Corp., ET - Energy Transfer LP, AAPL - Apple Inc., Housing, BSI - BE Semiconductor Industries N.V., PYPL - PayPal Holdings Inc., V - Visa Inc. Cl A, STNG - Scorpio Tankers Inc., ASC - Ardmore Shipping Corp.,...

12-14-2022 – Is It Possible to Protect Your Portfolio from Inflation? 15.12.2022

Inflation affects current consumption, and it also eats into investment returns as it erodes wealth.   Today's Stocks & Topics: The FTX Drama, Airlines Stocks, The Brokage Community, MOS - Mosaic Co., CF - CF Industries Holdings Inc., BA - Boeing Co., Cash Flow, UMC - United Microelectronics Corp. ADR, WSM - Williams-Sonoma Inc., AVGO - Broadcom Inc., Research Companies, Ordinary vs. Quali...

12-13-2022 – Survey: 60% of Americans See Crypto Investing As Highly Risky 14.12.2022

Crypto remains among the least popular investments with only about 10% of Americans saying they are crypto owners, but millennials are still its biggest fans.   Today's Stocks & Topics: PLBY - PLBY Group Inc., Earnings, Capital Gains Distributions, Roth Conversions, Iron Butterfly Options, VIX - CBOE Volatility Index, EPD - Enterprise Products Partners L.P., TSLA - Tesla Inc., COUP - Coupa...

12-12-2022 – The ‘Most Important’ Number to Watch in the November CPI Report 13.12.2022

The November Consumer Price Index report due out Tuesday will provide important clues for the markets on just how much progress is being made in the fight against inflation.   Today's Stocks & Topics: The Biggest Risks to Stock Market in 2023, Biggest Money Mistakes, Preferred Stocks, MSGE - Madison Square Garden Entertainment Corp. Cl A, TPC - Tutor Perini Corp., DVN - Devon Energy Corp.,...

12-9-2022 – Your Year-End Financial To-Do List 10.12.2022

Examples of important tasks include refilling cash, rebalancing, tax planning, and charitable giving.   Today's Stocks & Topics: Inflation News, Costco’s Hot Dogs Price, Sectors for 2023, 401k, LH - Laboratory Corp. of America Holdings, Interest Rates, NRG - NRG Energy Inc., Trustable Financial Websites, ARLP - Alliance Resource Partners L.P., IR - Ingersoll Rand Inc., BAC - Bank of Americ...

12-8-2022 – Lessons of the 'Nifty Fifty' Phenomena 09.12.2022

The 'Nifty Fifty' refers to the fifty most popular large-cap stocks in the 1960s and 70s.   Today's Stocks & Topics: YouTube Business, FSLR - First Solar Inc., AVUV - Avantis U.S. Small-Cap Value ETF, JEPI - JPMorgan Equity Premium Income ETF, Market Uncertainty, CPG - Crescent Point Energy Corp., I-R-As, GOOD - Gladstone Commercial Corp., Equity. Our Sponsors: * Check out Anthropi...

12-7-2022 – Is It Time for You to Consider Small Cap Stocks? 08.12.2022

While many investors are wondering whether it’s safe to start buying those mega-size companies that led the last bull market, it’s actually small-cap stocks that may be the biggest bargains.   Today's Stocks & Topics: The Housing Market, The 60/40 Portfolio, Your Brain and Market Uncertainty, Roth Contributions, DDS - Dillard's Inc., NEXA - Nexa Resources S.A., ARC - ARC Document Solut...

12-6-2022 – IRS Warns: New Rules for Side Income Could Increase Audit Risk 07.12.2022

People who earn money through "side hustles" and get paid via apps including Venmo, PayPal, and Cash App should file tax form 1099-K. Today's Stocks & Topics: JP Morgan, Metals, Buy and sell Individual Bonds, USO - U.S. Oil Fund LP, UNG - United States Natural Gas Fund L.P., Portfolio Management, TECH - Bio-Techne Corp., ISN Services, Loss and Taxes, ALLY - Ally Financial Inc., JEP...

12-5-2022 – What Are the Odds the FED Is Doing 'Too Little too Late'? 06.12.2022

Some economists say the latest jobs report is evidence that the Fed’s policies haven’t done enough to balance the labor market as intended—which means inflation could be sticky.   Today's Stocks & Topics: Tax-Loss Harvesting, Private Equity Investing, Is the Fed doing QE, TALO - Talos Energy Inc., Rolling a 403 B to a Roth I-R-A, F&G Annuities and Life, VFC - VF Corp., UHT - Universal...

12-2-2022 – Start Your Estate Plan with 8 Key Steps 03.12.2022

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...

12-1-2022 – Be Sure to Avoid Mistakes with Required Minimum Distributions from Retirement Accounts 02.12.2022

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. Our Sponsors: * Ch...

11-30-2022 – 4 Practical Steps to Control Your Overspending Habit 01.12.2022

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 Bo...

11-29-2022 – SEC Strikes Again on 12b-1 Fees, Fining Another RIA 30.11.2022

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. Our Sponsors: * Check out...

11-28-2022 – Why You Should Be Cautious as China Concerns Affect the Market Rally 29.11.2022

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 -...

11-25-2022 - Best of Caller Questions - Black Friday 25.11.2022

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 Harves...

11-24-2022 - Best of Caller Questions - Thanksgiving Day 24.11.2022

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: Economic Indicators, S&P Index Fund, How Do Stock Market Grow, Investing Strategy, Investing for Retirement, Small Cap Funds, Interest Rates, Value Funds, P.E. Ratio, Real Estate Sale, FED an...

11-23-2022 – The Stock Market Demonstrates That Money Is Still Coming to The United States 24.11.2022

The S&P Index reached its historical peak on January 3, 2022, and the trend has been downward ever since-- but investors remember how the buy-the-dip strategy worked for them.   Today's Stocks & Topics: TGLS - Tecnoglass Inc., Alternative Energy, ABMD - Abiomed Inc., ISRG - Intuitive Surgical Inc., MDT - Medtronic PLC, AGCO - AGCO Corp., Capital Spending, LXU - LSB Industries Inc., CF...

11-22-2022 – Do Rising Interest Rates Make Bond Ladder ETFs More Appealing? 23.11.2022

Rising interest rates have pushed down bond prices this year and some investors may benefit from building a bond ladder.   Today's Stocks & Topics: RF - Regions Financial Corp., DLR - Digital Realty Trust Inc., Long Term Index Investing, The Market and Elections, Retirement Survey, Covid Savings, Tax Planning, CMI - Cummins Inc., KBWR - Invesco KBW Regional Banking ETF, Enroll in a Retirem...

11-21-2022 – The Dangers Facing a New Generation of Risk-Taking, Social Media-Focused Investors 22.11.2022

It seems that the new 'retail' investors are much more inclined to invest in risky meme stocks and cryptocurrencies than older generations.   Today's Stocks & Topics: Small Business, PILBF - Pilbara Minerals Ltd., BLOK - Amplify Transformational Data Sharing ETF, GLW - Corning Inc., TECK - Teck Resources Ltd. Cl B, ENPH - Enphase Energy Inc., Pandemic Savings. PERSPECTIVE looks at...

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