InvestTalk
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InvestTalk
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 real...
Последни епизоди
1976 епизода
Don’t Outlive Your Nest Egg: Strategies to Make Savings Last
We'll talk about practical ways to stretch retirement dollars-- such as adjusting withdrawals, delaying Social Security, integrating annuities, and ma...
Annuities Demystified: Types, Payouts, and Trade-Offs
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.
To...
Boomers are less bullish on ETFs—should they be?
New research shows that despite ongoing investor demand for exchange-traded funds, baby boomers appear to be bucking the trend, and there may be a goo...
50-Year Mortgages: Quick Fix or Costly Mistake?
We will examine why ultra-long loans may lower payments but slow equity-building and raise lifetime interest costs, and what that means for housing af...
Value Investing 101: How to Spot Undervalued Stocks
We will break down intrinsic value, competitive advantages, and the “margin of safety” approach that value investors use to build long-term wealth.
Passing the Property Torch: Smart Ways to Leave Real Estate to Your Kids
We will have practical estate-planning strategies for transferring property to children while keeping tax, timing, and family-dynamics in focus.
Critical Minerals, Critical Moment: Rare Earths Stocks Set to Surge
We've got a deep dive into how the global scramble for rare earth and battery-metals is igniting a stock-boom, and what investors need to know.
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Gold’s Enduring Role: From Ancient Coins to Bitcoin Era
From the gold standard to modern bitcoin comparisons, we will explore why gold still matters in the digital age—and how it fits into today’s portfolio...
Housing Market Forecast 2026: What’s Coming Next?
We will talk about an expert-driven look at where home prices, interest rates and buyer demand are headed—and what that means for investors and homeow...
How to Roll Over an Old 401(k)
Is deciding what to do with an orphan 401(k) on your to-do list? We will look at the seven steps for getting it done.
Today's Stocks & Topics:...
Emergency Savings: More Than Just a Cushion
We've got practical advice on how much to save for unexpected life events, where to keep the money, and why it matters far beyond simple budgeting.
The “Go Live Your Life” Rule: Rethinking Retirement Spending
Why the so-called “guardrails approach”, that is adjusting spending up or down based on market performance, is gaining traction over the fixed “4% rul...
Babies, Capitalism & a Demographic Crossroads
We will discuss how falling birth-rates are becoming more than just a social issue because they are intertwined with economic systems and capitalist a...
Global Portfolio Insights: Lessons from Around the World
We'll take a deep dive into what investor behavior across 14 key markets reveals about building a truly global portfolio.
Today's Stocks & Topic...
AI, Jobs & Investors: Growing Divides in the Workplace
We will look into how advances in AI are creating a rift between workers and investors, even as major tech companies continue job cuts.
Today's...
Generative AI in Finance: 5 Ways to Budget, Plan, and Save
We will talk about the five key personal finance use cases for Generative AI, including how to use it for creating personalized budgets, setting finan...
Is a Securities-Based Line of Credit (SBLOC) Right for You?
We will explore the risks and rewards of an SBLOC, a credit line secured by your investments, to help you decide if it's the right financial tool for...
Decoding the Market: 4 Strategies to Anticipate Stock Trends
We will break down how investors can combine momentum indicators, fundamental and technical analysis, mean reversion theory, and sentiment signals to...
What's Behind the Incredible Gold rally?
Interestingly, gold and Bitcoin (BTC-USD) have decoupled, with gold actually outperforming Bitcoin. So, how should investors think about their asset a...
When and How to Change Financial Advisors
I will provide a comprehensive guide for investors so you can assess the performance of your current financial advisor... including communication skil...
How Asset Tokenization is Revolutionizing Global Finance
We will explain how leveraging blockchain to digitize and fractionalize assets is poised to make investing cheaper, faster, more transparent, and radi...
Should You Panic? The Real Impact of a Government Shutdown on Your Investments
We will break down the historical data from Fidelity to reveal how a government shutdown truly affects the stock market, fixed income, and the broader...
The Home Equity Strategy: Can Retirees Use a Reverse Mortgage to Buy a New Home?
Seniors looking to relocate or downsize can use a little-known, specialized financial tool which will allow retirees to finance a new primary residenc...
Best of Caller Questions
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States...
The Sunbelt Paradox: Why Retirement Hotspots Like Florida and Arizona Face a Social Security Crisis
States like Florida and Arizona are top destinations for retirees, but residents in these areas face a disproportionate risk in the event of any reduc...
3 Costly Mistakes Novice Investors Need to Avoid Right Now
Emotional, impulsive reactions can sabotage long-term returns, we will explain the disciplined strategies you will need to adapt and navigate today's...
AI's Copper Consumption: Is the Data Center Boom Driving a Looming Supply Crunch?
AI-powered data centers are significantly more "copper-intensive" than traditional facilities, and their rapid global build-out is set to clash with y...
Will Mortgage Rates Keep Dropping?
After the Federal Reserve's recent rate cut, analysts from Fannie Mae and the National Association of Home Builders (NAHB) have released their forecas...
The Billion-Dollar Gamble: Why OpenAI’s Massive Deals with AMD and Nvidia Carry Systemic Risk
OpenAI's strategy of striking enormous, multi-year hardware deals with both AMD and Nvidia to secure its AI infrastructure and prevent a chip monopoly...
Recession by ZIP Code: Why 22 States Are Already Feeling the Downturn
In this episode, we will look into how 22 U.S. states may already be in a recession and what it could mean for you.
Today's Stocks & Topics: Co...
Emerging Markets are Finally Rallying
There may be a potential long-term shift in global investment flows-- driven by a combination of a weaker dollar and cooling global inflation.
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Top 18 U.S. Cities That Don’t Tax Your 401(k) or Pension
In this episode we will look at 18 U.S. cities, in various states, that impose no taxes on 401(k) or pension withdrawals — and how choosing one can st...
Gold Rush or Golden Trap? The Truth About Precious Metals IRAs
We will explore the risks and rewards of a precious metals IRA, detailing how these accounts offer diversification and a hedge against inflation but c...
Roth or Bust: The $145K 401(k) Catch-Up Rule Change for 2026
Starting in 2026, workers aged 50 and older who earned over $145,000 in the prior year will be required to make their 401(k) catch-up contributions on...
The Shrinkflation Problem: How You're Paying More for Less at the Grocery Store
In this episode, we will reveal how manufacturers secretly decrease the size of products like coffee and paper towels—resulting in a hidden price hike...
The Sunk Cost Fallacy: Why You Can't Walk Away
The Sunk Cost Fallacy is a psychological trap that tricks rational investors and leaders into throwing good money after bad. We will break down the st...
Is $2 Million Enough to Retire Comfortably?
I will look into what a $2 million nest egg really means for retirement— and how lifestyle, spending, and smart planning can determine whether it’s tr...
What Is a Blue-Chip Stock?
Here's a one-sentence Description: A blue-chip stock is a share in a large, financially stable company with a long track record of reliable performanc...
Trump’s H-1B Visa Fee and Its Impact on the U.S. Economy
There is concern that the new $100,000 H-1B visa fee could discourage companies from hiring foreign workers, potentially affecting U.S. businesses, in...
Top 4 Signs You’ve Over-Diversified Your Portfolio
Owning too many overlapping investments can water down returns, so we will explain how spreading your portfolio too thin may create more risk than pro...