InvestTalk
Business
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.
Location:
San Diego, CA
Description:
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.
Twitter:
@InvestTalk
Language:
English
Contact:
34232 Pacific Coast Highway , Suite B Dana Point CA 92629 888 992 4278
Website:
http://www.investtalk.com/
Email:
info@kppfinancial.com
Episodes
Dollar-Cost Averaging vs. Lump Sum: What’s the Smarter Move?
11/21/2025
We tackle the classic investing dilemma of putting your money in slowly versus investing it all at once, and explain when each strategy can make the most sense for real-life investors.
Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Chipotle Mexican Grill, Inc. (CMG), “Dollar-Cost Averaging vs. Lump Sum: What’s the Smarter Move?”, Themes ETF Trust - Leverage Shares 2X Long SPOT Daily ETF (SPOG), Crypto, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Retirement, Unusual Machines, Inc. (UMAC), Adient plc (ADNT), Palantir Technologies Inc. (PLTR), Private Equity.
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Duration:00:45:37
High-Yield Savings vs. T-Bills: Where Should Your Cash Live?
11/20/2025
We compare high-yield savings accounts and Treasury bills, breaking down liquidity, safety, and after-tax returns so you can choose the best parking spot for your short-term cash.
Today's Stocks & Topics: California Resources Corporation (CRC), DoorDash, Inc. (DASH), Market Wrap, Grupo Cibest S.A. (CIB), “High-Yield Savings vs. T-Bills: Where Should Your Cash Live?”, Humana Inc. (HUM), Converting a Traditional I-R-A to a Roth I-R-A, Jobs Report, BrightSpring Health Services, Inc. (BTSG), Carnival Corporation & plc (CCL), Eastman Chemical Company (EMN), Corporate Bonds.
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Duration:00:45:03
Magnificent Seven Overload: Is Your Portfolio Too Top-Heavy?
11/19/2025
We will dig into the market’s obsession with the “Magnificent Seven” tech giants, the hidden concentration risk in many portfolios, and how to rebalance without missing out on innovation.
Today's Stocks & Topics: Federal Agricultural Mortgage Corporation (AGM), Market Wrap, Old Dominion Freight Line, Inc. (ODFL), “Magnificent Seven Overload: Is Your Portfolio Too Top-Heavy?”, iShares Top 20 U.S. Stocks ETF (TOPT), The Crypto Fall, Medical Properties Trust, Inc. (MPW), Micron Technology, Inc. (MU), Start Taking Equity, Rolls-Royce Holdings Plc (RYCEY), The Housing Market.
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Duration:00:45:11
“The Forgotten 401(k): Are You Leaving Money on the Table?”
11/18/2025
In this episode, we will explore how abandoned 401(k) plans can quietly drain your long-term wealth and we’ll talk about the simple steps you can take to track down that lost money and put it back to work.
Today's Stocks & Topics: Builders FirstSource, Inc. (BLDR), Gartner, Inc. (IT), Meta Platforms, Inc. (META), Market Wrap, “The Forgotten 401(k): Are You Leaving Money on the Table?”, I-R-As, Warner Bros. Discovery, Inc. (WBD), The Bond Market, Texas Instruments Incorporated (TXN).
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Duration:00:45:12
Don’t Outlive Your Nest Egg: Strategies to Make Savings Last
11/17/2025
We'll talk about practical ways to stretch retirement dollars-- such as adjusting withdrawals, delaying Social Security, integrating annuities, and managing market risk.
Today's Stocks & Topics: Tyson Foods, Inc. (TSN), Market Wrap, VanEck IG Floating Rate ETF (FLTR), iShares 0-3 Month Treasury Bond ETF (SGOV), Don’t Outlive Your Nest Egg: Strategies to Make Savings Last, Small Cap Stocks, WW International, Inc. (WW), Elon Musk's $1 Trillion Pay Package, Amdocs Limited (DOX), Federal National Mortgage Association (FNMA), Social Media.
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Duration:00:44:14
Annuities Demystified: Types, Payouts, and Trade-Offs
11/14/2025
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.
Today's Stocks & Topics: Trex Company, Inc. (TREX), Devon Energy Corporation (DVN), Market Wrap, Annuities Demystified: Types, Payouts, and Trade-Offs, Southern Copper Corporation (SCCO), Dow Inc. (DOW), Cognizant Technology Solutions Corporation (CTSH), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, China’s Gold, Young Investor Looking for Advised, The Brink's Company (BCO), Tyson Foods, Inc. (TSN), Roche Holding AG (RHHBY), Stocks Are Falling.
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Duration:00:45:00
Boomers are less bullish on ETFs—should they be?
11/13/2025
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 good reason for it.
Today's Stocks & Topics: Vanguard Long-Term Corporate Bond Index Fund ETF Shares (VCLT), East West Bancorp, Inc. (EWBC), Boomers are less bullish on ETFs—should they be?, McKesson Corporation (MCK), Fidelity 401k Plan, Insurance Companies and Private Equity Markets, Robo Global Robotics and Automation Index ETF (ROBO), Cardinal Health, Inc. (CAH), Streaming Prices, Vanguard Health Care Index Fund ETF Shares (VHT), Index Concentration.
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Duration:00:45:52
50-Year Mortgages: Quick Fix or Costly Mistake?
11/12/2025
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 affordability.
Today's Stocks & Topics: Silver, Market Wrap, The Procter & Gamble Company (PG), 50-Year Mortgages: Quick Fix or Costly Mistake?, Mueller Industries, Inc. (MLI), SPDR Portfolio S&P 600 Small Cap ETF (SPSM), U.S. Insurance Companies, iShares Gold Trust (IAU), Leggett & Platt, Incorporated (LEG), SPDR S&P 500 ETF (SPY), Oil and Gas Demand.
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Duration:00:43:24
Value Investing 101: How to Spot Undervalued Stocks
11/11/2025
We will break down intrinsic value, competitive advantages, and the “margin of safety” approach that value investors use to build long-term wealth.
Today's Stocks & Topics: Microsoft Corporation (MSFT), Market Wrap, Baxter International Inc. (BAX), Zimmer Biomet Holdings, Inc. (ZBH), Value Investing 101: How to Spot Undervalued Stocks, Interactive Brokers Group, Inc. (IBKR), How to Calculate Company's Debt, Marten Transport, Ltd. (MRTN), Labor Market, FIGS, Inc. (FIGS), Meta Platforms, Inc. (META), Clearway Energy, Inc. (CWEN), Waste Management, Inc. (WM), A-I Spending.
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Duration:00:43:44
Passing the Property Torch: Smart Ways to Leave Real Estate to Your Kids
11/10/2025
We will have practical estate-planning strategies for transferring property to children while keeping tax, timing, and family-dynamics in focus.
Today's Stocks & Topics: Fundamental Analysis, Market Wrap, Mueller Industries, Inc. (MLI), Passing the Property Torch: Smart Ways to Leave Real Estate to Your Kids, F5 Inc. (FFIV), Entry Point, Reaction After A Year Of Trump's Election, OppFi Inc. (OPFI), Barclays PLC (BCS), The Trade Desk, Inc. (TTD), Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK), A-I and Earnings.
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Duration:00:45:40
Critical Minerals, Critical Moment: Rare Earths Stocks Set to Surge
11/7/2025
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.
Today's Stocks & Topics: Kimberly-Clark Corporation (KMB), Market Wrap, eBay Inc. (EBAY), Taiwan Semiconductor Manufacturing Company Limited (TSM), Critical Minerals, Critical Moment: Rare Earths Stocks Set to Surge, DraftKings Inc. (DKNG), Avantis All International Markets Value ETF (AVNV), Benchmark Numbers, Federal Reserve Survey, 457 Retirement Plan, Murphy USA Inc. (MUSA), Critical Minerals Policy Uncertainty.
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Duration:00:45:09
Gold’s Enduring Role: From Ancient Coins to Bitcoin Era
11/6/2025
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.
Today's Stocks & Topics: Tema Electrification ETF (VOLT), Market Wrap, AirJoule Technologies Corporation (AIRJ), Honeywell International Inc. (HON), Gold’s Enduring Role: From Ancient Coins to Bitcoin Era, Lululemon Athletica Inc. (LULU), Global Equities, Publicly Traded Sports Teams, Aveanna Healthcare Holdings Inc. (AVAH), Housing.
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Duration:00:44:13
Housing Market Forecast 2026: What’s Coming Next?
11/5/2025
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 homeowners.
Today's Stocks & Topics: The Buckle, Inc. (BKE), Tariffs, Market Wrap, The Walt Disney Company (DIS), Housing Market Forecast 2026: What’s Coming Next?, NIKE, Inc. (NKE), Stride, Inc. (LRN), Lemonade, Inc. (LMND), Supreme Court vs. Trump Tariffs, EQT Corporation (EQT), A-I Advertising, Pool Corporation (POOL), The Boston Beer Company, Inc. (SAM), FAA Orders Cuts in Flights.
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Duration:00:45:16
How to Roll Over an Old 401(k)
11/4/2025
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: LightPath Technologies, Inc. (LPTH), Market Wrap, How to Roll Over an Old 401(k), Pan American Silver Corp. (PAAS), Atlanta Braves Holdings, Inc. (BATRK), CDOs: Collateralized Debt Obligation, Oil-Dri Corporation of America (ODC), Essex Property Trust, Inc. (ESS), Zoetis Inc. (ZTS).
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Duration:00:44:59
Emergency Savings: More Than Just a Cushion
11/3/2025
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.
Today's Stocks & Topics: Ulta Beauty, Inc. (ULTA), Market Wrap, DICK'S Sporting Goods, Inc. (DKS), SSR Mining Inc. (SSRM), Emergency Savings: More Than Just a Cushion, Relative Strength, Lumen Technologies, Inc. (LUMN), Best Market Performance, Bitcoin, PureCycle Technologies, Inc. (PCT), Sentiment.
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Duration:00:45:45
The “Go Live Your Life” Rule: Rethinking Retirement Spending
10/31/2025
Why the so-called “guardrails approach”, that is adjusting spending up or down based on market performance, is gaining traction over the fixed “4% rule” in retirement.
Today's Stocks & Topics: Fiserv, Inc. (FI), Market Wrap, Fed Rate Cuts, the “Go Live Your Life” Rule: Rethinking Retirement Spending, QUALCOMM Incorporated (QCOM), Three-Buckets Retirement Strategy, Bonds, Leveraged ETFs, Powell Industries, Inc. (POWL), Direxion Daily S&P500 Bull 3X Shares (SPXL), Winmark Corporation (WINA), Home Sales, Rio Tinto Group (RIO).
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Duration:00:44:08
Babies, Capitalism & a Demographic Crossroads
10/30/2025
We will discuss how falling birth-rates are becoming more than just a social issue because they are intertwined with economic systems and capitalist assumptions.
Today's Stocks & Topics: The Campbell's Company (CPB), Market Wrap, Babies, Capitalism & a Demographic Crossroads, Alexandria Real Estate Equities, Inc. (ARE), Panasonic Holdings Corporation (PCRHY), A-I might replace Junior Bankers, Gold and Uranium Sectors, AbbVie Inc. (ABBV), Vertex Pharmaceuticals Incorporated (VRTX), A-I Financial Models.
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Duration:00:45:29
Global Portfolio Insights: Lessons from Around the World
10/29/2025
We'll take a deep dive into what investor behavior across 14 key markets reveals about building a truly global portfolio.
Today's Stocks & Topics: United Parcel Service, Inc. (UPS), Market Wrap, Centrus Energy Corp. (LEU), Global Portfolio Insights: Lessons from Around the World, The Toro Company (TTC), Opera Limited (OPRA), Income Growth, Corpay, Inc. (CPAY), Nuclear Energy, A-I Stocks.
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Duration:00:44:41
AI, Jobs & Investors: Growing Divides in the Workplace
10/28/2025
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 Stocks & Topics: The Progressive Corporation (PGR), Oil, Palantir Technologies Inc. (PLTR), Market Wrap, Prudential Financial, Inc. (PRU), MetLife, Inc. (MET), Lennox International Inc. AI, Jobs & Investors: Growing Divides in the Workplace, (LII), Deckers Outdoor Corporation (DECK), Wall Street Rally, VanEck Gold Miners ETF (GDX), Kinross Gold Corporation (KGC), Vanguard Total International Stock Index Fund ETF Shares (VXUS), The Fed.
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Duration:00:44:57
Generative AI in Finance: 5 Ways to Budget, Plan, and Save
10/27/2025
We will talk about the five key personal finance use cases for Generative AI, including how to use it for creating personalized budgets, setting financial goals, and simulating debt repayment scenarios.
Today's Stocks & Topics: General Mills, Inc. (GIS), Market Wrap, The Hartford Insurance Group, Inc. (HIG), Generative AI in Finance: 5 Ways to Budget, Plan, and Save, Changing Taxes Status, Leveraged ETFs, STAAR Surgical Company (STAA), Verizon Communications Inc. (VZ), Civitas Resources, Inc. (CIVI).
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Duration:00:44:26