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

09-04-18: Reverse Mortgage Alternatives 04.09.2018

When a reverse mortgage isn't the best fit, you may be able to tap into quality alternatives. Today's Stocks & Topics: AAPL - Apple Inc., The Stock Market & Midterm Elections, Financial “Experts”, Highest Rents, Where to Invest, APRN - Blue Apron Holdings Inc. Cl A, Bonds, VWOB - Vanguard Emerging Markets Government Bond ETF, Daily Trading Volume, Platinum. Our Sponsors: * Check ou...

09-03-18: How Do Interest Rates Affect the Stock Market? 03.09.2018

Some sectors benefit from interest hikes, but rate ripples can rock the market. Today's Stocks & Topics: Overweight and Underweight Sectors, The Price of Real Estate in California, New Investor, Trading, Roth I-R-A, Private Equity, International Markets, Put Options. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out...

08-31-18: U.S.-Canada NAFTA Talks Resume 31.08.2018

With a newly signed Mexico trade agreement, Trump is pushing Canada to reduce its tariffs on dairy products. Today's Stocks & Topics: Mid Cap Mutual Funds, Economic Calendar, WDC - Western Digital Corp., Inherited 401k, CELG - Celgene Corp., GGN - GAMCO Global Gold Natural Resources & Income Trust, GGN - GAMCO Global Gold Natural Resources & Income Trust, SHOP - Shopify Inc. Cl A,...

08-30-18: Why The Best Time To Buy A New Car Is In The Fall 30.08.2018

Buyers can score massive discounts on vehicles that are being replaced by new models. Today's Stocks & Topics: Earnings, Slow Housing Market, Possible Recession, TREX - Trex Co. Inc., MIK - Michaels Cos. Inc., AMZN - Amazon.com Inc., Dollar Cost Averaging, BKAS - The Bank of New York Mellon Asia ADR Index, NWL - Newell Brands Inc., Hard Stop, CVX - Chevron Corp., Optimism About The Economy...

08-29-18: Pot Stocks Rampage Amid Expectations Of More Big Deals With Traditional Companies 29.08.2018

Report says Smirnoff maker is looking for pot partner--after $4 billion investment in Canopy by booze giant Constellation. Today's Stocks & Topics: Financial Advisers, XLF - Financial Select Sector SPDR ETF, JD - JD.com Inc. ADR, PIMIX - PIMCO Income Fund Institutional, Capital Gains Taxes, TCEHY - Tencent Holdings Ltd. ADR, Yields. Our Sponsors: * Check out Anthropic and use my code Claud...

08-28-18: Netflix Is Testing Ads Between Episodes and Users Are Not Happy 28.08.2018

With over 100 million subscribers, Netflix has the lead share of the $20 billion streaming sector. Today's Stocks & Topics: TGT - Target Corp., Two Lessons from Lehman Brothers’ 2008 Collapse, Should You Buy a House Now, Stock Split, Small Cap Index, WRK – West Rock Co., AMD - Advanced Micro Devices Inc., Where to Look for Information, Reasons People Don’t Pay Off Their Credit Cards Every...

08-27-18: Federal Reserve Chief Navigates Treacherous Political and Economic Waters 27.08.2018

In spite of the political landmines, analysts expect the Fed to continue its gradual tightening of interest rates. Today's Stocks & Topics: Index Funds, VLU - SPDR S&P 1500 Value Tilt ETF, Tesla, Home Values, Financial Wellness, BABA - Alibaba Group Holding Ltd. ADR, SBNY - Signature Bank, VLO - Valero Energy Corp., IVZI - NVESCO Ltd., The Fed, AWK - American Water Works Co., Insurance...

08-24-18: Walmart Executives Are Bullish On Their Competitive Outlook 24.08.2018

Strong second-quarter earnings sparked a Walmart rally--while also lifting the shares of retailing peers. Today's Stocks & Topics: Banks, Interest Rates, September the Worst Month of the Year in Stocks, How the 401k Works, KHC - Kraft Heinz Co., AMD - Advanced Micro Devices Inc., CAT - Caterpillar Inc., TDF - Templeton Dragon Fund Inc., Gold, DXCM - DexCom Inc., TEVA - Teva Pharmaceutical...

08-23-18: Dropbox Has A Competitive Advantage 23.08.2018

In a crowded $50 billion file-sharing market, Dropbox is facing off against Microsoft, Apple, and Google. Today's Stocks & Topics: Low Volatility ETFs, USMV - iShares Edge MSCI Min Vol USA ETF, LB - L Brands Inc., High Dividends, GSK – Glaxo Smith Kline PLC ADR, CGC - Canopy Growth Corp., Capital Gains, Indexing, Research & Development, EXC - Exelon Corp., Emerging Markets, WH - Wyndha...

08-22-18: Long-Running Bull Market Has Room To Keep Going Strong 22.08.2018

Overcoming all kinds of shocks, the S&P 500 has posted a gain of nearly 325 percent since March 2009. Today's Stocks & Topics: Buying IPOs, Beware of Conventional Wisdom, Retailers, Retirement Issues, LAND - Gladstone Land Corp., Internal Rate of Return – IRR, CLF - Cleveland-Cliffs Inc., Banks Performance, XLF - Financial Select Sector SPDR ETF, FB - Facebook Inc. Cl A, NDVAX - MFS Ne...

08-21-18: 4 Things to Know About Backdoor Roth IRA Conversions 21.08.2018

Congress has allowed people with high incomes a way to fund a Roth IRA. Today's Stocks & Topics: Investing for Kids, Hidden Costs On Home Ownership, SNP 500, the U.S. Debt, YY - YY Inc. ADR, MU - Micron Technology Inc., Returns, AWX - Avalon Holdings Corp., SYK - Stryker Corp., ADNT - Adient PLC. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https:/...

08-20-18: Amazon Investors: Don't Overlook Second Quarter Metrics 20.08.2018

Is there still plenty of reason to expect more strong growth from Amazon? Today's Stocks & Topics: Information Apps, Dividends, Interest Rates, Semiannual Report, Students Loans, IDXX - IDEXX Laboratories Inc., Dividends Payouts, ALGN - Align Technology Inc., EXEL - Exelixis Inc., NE - Noble Corp. PLC. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: h...

08-17-18: Most Small Business Owners Lack A Succession Plan 17.08.2018

The best way to control what happens to your business is to take the proper steps now. Today's Stocks & Topics: Where to Invest, Biggest Risk to the Stock Market, Leading Economic Indicators, Beware Conventional Wisdom When Planning For Retirement, PZZA - Papa John's International Inc., CQQQ - Invesco China Technology ETF, Insider Trading, Dividends, IHRTQ - iHeartMedia Inc. Cl A, Qual...

08-16-18: How Much Tax Will You Owe on Stocks You Sell in 2018? 16.08.2018

With a tax-deferred retirement account, withdraw the money and it will be considered ordinary taxable income. Today's Stocks & Topics: Real Estate, There Is No Bubble in Stocks, Is the Market Tracking the Late 1930's, Durable Goods Report, Earnings Report, Security, Stock Evaluation, Closed End Funds, New Investor, How to Get Into the Stock Market, On Balance Volume. Our Sponsors: * Ch...

08-15-18: How Do Interest Rates Affect the Stock Market? 15.08.2018

Some sectors benefit from interest hikes, but rate ripples can rock the market. Today's Stocks & Topics: Overweight and Underweight Sectors, The Price of Real Estate in California, HCLP - Hi-Crush Partners LP, GOLD - Randgold Resources Ltd. ADR, New Investor, Trading. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check ou...

08-14-18: Do You really Need a Financial Adviser? 14.08.2018

Sooner or later, every serious investor has to come to terms with this question. Today's Stocks & Topics: Cash Flow vs. Free Cash Flow, Tesla, Buyout, Annuities, Earnings vs. Income, TDOC - Teladoc Health Inc., YUMC - Yum China Holdings Inc., Hedging, YY - YY Inc. ADR, Mutual Funds, HD - Home Depot Inc. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal:...

08-13-18: Why Home Staging Is No Longer Just for the Rich and Famous 13.08.2018

Allowing professional designers to dress-up your sale home could net a higher price. Today's Stocks & Topics: Rental Property Evaluation, AMG - Affiliated Managers Group Inc., XOM - Exxon Mobil Corp., XLE - Energy Select Sector SPDR ETF, Annuities, Earnings, Income and Net Income, NKE - Nike Inc. Cl B, 529 Plan, Retirement, The Wash Rule, CWB - SPDR Bloomberg Barclays Convertible Securitie...

08-10-18: The Threat of Tariffs On Auto Imports May Trigger Price Escalation 10.08.2018

With new cars getting more expensive, should you buy now? Today's Stocks & Topics: Extra Money to Invest, Don't Overpay for Simpler Car Repairs, GDP Growth, Worry About Turkey, AMAT - Applied Materials Inc., Retirement Plan Software, TWLO - Twilio Inc. Cl A, PRU - Prudential Financial Inc., LKQ - LKQ Corp., Hard Stop, SPOT - Spotify Technology S.A. Our Sponsors: * Check out Anthropic a...

08-09-18: An Economics Lesson: The Crashing Downfall of MoviePass 09.08.2018

Competitors are rising and this could benefit the movie industry and its patrons. Today's Stocks & Topics: Retirement Plan, Inflation, Home Prices, Why Wage Growth Is Too Slow, Investing Apps, Companies Making Money, JNJ - Johnson & Johnson, Realignment Sector, PPI: Producer Price Index, Roth IRA, GPRO - GoPro Inc., Oil Prices. Our Sponsors: * Check out Anthropic and use my code Claude...

08-08-18: The 8 'Dogs of The Dow' Ended July Positive This Year 08.08.2018

This breed of stocks has names we all know--but should we think about trading them? Today's Stocks & Topics: Fundamental Analysis, Stocks Sectors & Earnings Statements, MDT - Medtronic PLC, VEDL - Vedanta Ltd. ADR, TQQQ - ProShares UltraPro QQQ, Consumer Sentiment, 529 Plan, Seven Reasons Why You Need To Lighten Up On Stocks Today, U.S. Debt. Our Sponsors: * Check out Anthropic and use...

08-07-18: Is The Next Recession On Its Way? 07.08.2018

We're in the second longest economic expansion in U.S. history and a recession will follow--but when? Today's Stocks & Topics: Japanese Candlestick Charting, Earnings Season, Warren Buffet, TSN - Tyson Foods Inc. Cl A, XRAY - Dentsply Sirona Inc., SAMBX - RidgeWorth Seix Floating Rate High Income Fund, AAPL - Apple Inc., RIG - Transocean Ltd., MCK - McKesson Corp., KO - Coca-Cola Co.,...

08-06-18: Red Flags That Indicate the Possibility of a Real Estate Market Crash 06.08.2018

The housing market is hot, prices are up, inventory is down, and the market is active--for now. Today's Stocks & Topics: Company Growth Size, Sectors & Earnings Season, China, AVGO - Broadcom Inc., Equity, Meal Kit Delivery Industry, KWEB - KraneShares CSI China Internet ETF, PFE - Pfizer Inc., New Investor, Risk Management, Term Life Insurance. Our Sponsors: * Check out Anthropic and...

08-03-18: 4 Factors That Determine Your Financial Success 03.08.2018

Financial planning can be very complicated because you have to balance all the information and changes in your life. Today's Stocks & Topics: Book Value, Jobs Report, Rolling Bear Market, VRP - Invesco Variable Rate Preferred ETF, MIK - Michaels Cos. Inc., FAAMG Stocks, Moving Average, FDC - First Data Corp. Cl A, Market Cap Size, DQ - Daqo New Energy Corp. ADR., Manufacturing Jobs. Our Sp...

08-02-18: Should You "Max Out" Your 401(k) Contributions in 2018? 02.08.2018

In certain circumstances, achieving your financial goals might be possible without maximum 401(k) contributions--but is it a smart idea? Today's Stocks & Topics: FB - Facebook Inc. Cl A, AAPL - Apple Inc., TSLA - Tesla Inc., AAPL - Apple Inc., Financial Forecast, US-China Trade Deficit, MCHFX - Matthews China Fund Investor, MINDX - Matthews India Fund Investor, Advance-Decline Line for NYS...

08-01-18: Why don't strong earnings always boost stock prices? 01.08.2018

Snapshot headlines generally focus on two metrics, but miss an important third calculation. Today's Stocks & Topics: Housing, TSN - Tyson Foods Inc. Cl A, Japanese Yen & The British Pound, Financial Forecast, Economic Statistics, BHF - Brighthouse Financial Inc., GLRE - Greenlight Capital Re Ltd. Cl A, CY - Cypress Semiconductor Corp., MDT - Medtronic PLC, USFD - US Foods Holding Corp....

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