Best Justin Klein | Wealth Manager Podcasts (2025)

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Best of Caller Questions - Labor Day Special 46:55

Play Pause

15h ago46:55

46:55

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Strategy for a Potential Recession, Silver, I-R-A Rollover, Sitting on Cash, Earnings Forecast, Pros and Cons of 351 Exchange, Short-Term Rental Market, …

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Best of Caller Questions 45:15

4d ago45:15

45:15

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: FIW - First Trust Water ETF, Market Wrap, III - Information Services Group Inc., Politicians Stock Trades, CDs & Taxes, Cash-Out Refinancing, Measure the…

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Are You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family’s Future? 46:02

5d ago46:02

46:02

To ensure smooth, multi-generational inheritance real estate wealth transfer in 2025 requires strategic use of gifting, trusts, and tax-efficient structures. Today's Stocks & Topics: UMGNF - Universal Music Group NV, Market Wrap, DIS - Walt Disney Co., Are You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family’s Futur…

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Are You Missing the Key Steps to Maximize Your Retirement in the Next 30 Years? 45:57

6d ago45:57

45:57

If you’ve got thirty years to go before retirement, you have time to learn how strategic asset allocation, consistent contributions, and adjusting for risk can help build a solid foundation for financial independence. Today's Stocks & Topics: CROX - Crocs Inc., CAIE - Calamos Autocallable Income ETF, Market Wrap, Are You Missing the Key Steps to Ma…

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Fed Chair Jerome Powell is Worried About the Job Market. Here Are 3 Red Flags for Workers. 44:04

7d ago44:04

44:04

There are fresh risks to the labor market, including slowing job growth and rising long-term unemployment, and this may be opening the door to interest rate cuts. Today's Stocks & Topics: CPB - Campbells Co., Market Wrap, DUOL - Duolingo Inc., Fed Chair Jerome Powell is Worried About the Job Market. Here Are 3 Red Flags for Workers, NKE - Nike Inc.…

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12 Totally Free Ways to Save Money Fast and Boost Your Passive Income 46:24

8d ago46:24

46:24

There are simple and practical strategies to quickly build savings—including cutting unnecessary subscriptions, automating savings, maximizing rewards, and other smart money moves. Today's Stocks & Topics: SMCI - Super Micro Computer Inc., Market Wrap, Silver, EXK - Endeavour Silver Corp., UPS - United Parcel Service Inc., 12 Totally Free Ways to S…

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Wages Are Falling Behind Inflation, Leaving Many Workers Struggling 45:39

11d ago45:39

45:39

Despite some wage growth, the typical American worker’s pay has not kept pace with rising inflation over the past four years, especially in professions like education, while job growth favors sectors like healthcare and hospitality. Today's Stocks & Topics: PYPL - PayPal Holdings Inc., Market Wrap, OKE - Oneok Inc., KPP Newsletter, Wages Are Fallin…

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Best of Caller Questions 46:55

12d ago46:55

46:55

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid’s Future, Current Bond Market, Investing in Morocco, Value Stock, Dif…

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New Student Loan Repayment Policies Following Trump’s Budget Bill 45:49

13d ago45:49

45:49

Recent changes to student loan repayment rules include adjustments to monthly payments, loan forgiveness eligibility, and borrowing limits that will impact current and future borrowers. Today's Stocks & Topics: SO - Southern Company, Market Wrap, BDT - Bird Construction Inc., New Student Loan Repayment Policies Following Trump’s Budget Bill, Financ…

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Value Investing Is Finally Excelling Again in 2025 — But There’s One Catch for Americans 46:25

14d ago46:25

46:25

With international value stocks outpacing their U.S. growth counterparts in 2025, there has been a shift and value investing's resurgence is more pronounced overseas. Today's Stocks & Topics: ECPG - Encore Capital Group Inc., Market Wrap, Value Investing Is Finally Excelling Again in 2025 — But There’s One Catch for Americans, Short-Term Rental Mar…

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Why Investors Who Trade More Often Tend to Make Less 45:51

15d ago45:51

45:51

Warren Buffett has warned that frequent trading often leads to lower returns and instead he advocates for the patient, long-term approach of holding quality companies. Today's Stocks & Topics: EQT - EQT Corp., Market Wrap, DECK - Deckers Outdoor Corp., Why Investors Who Trade More Often Tend to Make Less, Cash Balance Plan, Bear Market in Equities?…

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Strategic Interdependence Is Rewiring the Global Economy 46:28

18d ago46:28

46:28

The U.S.-China economic relationship has fundamentally shifted from focusing solely on cost and efficiency to prioritizing geopolitics, security, and supply chain resilience. Today's Stocks & Topics: FI - Fiserv Inc., Market Wrap, GRMN - Garmin Ltd., BROS - Dutch Bros Inc., Strategic Interdependence Is Rewiring the Global Economy, Is It Good Time t…

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Top Recession-Proof Investments to Protect and Grow Your Portfolio 45:45

19d ago45:45

45:45

U.S. Treasury bonds, dividend-paying stocks, defensive sector ETFs, gold, and real estate can help investors preserve stability and generate steady returns during economic downturns. Today's Stocks & Topics: GILD - Gilead Sciences Inc., Market Wrap, Top Recession-Proof Investments to Protect and Grow Your Portfolio, JOBY - Joby Aviation Inc., CS.TO…

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The New Frontier of Trading: Tokenized Shares of SpaceX and OpenAI 44:35

20d ago44:35

44:35

A new platform is emerging that will allow investors to trade shares of private tech giants like SpaceX and OpenAI with the ease of crypto, raising new questions about risk and accessibility for retail traders. Today's Stocks & Topics: XLE - The Energy Select Sector SPDR Fund, Market Wrap, TEVA - Teva- Pharmaceutical Industries Ltd. ADR, The New Fr…

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Understanding Ex-Dividend Dates: When Are You Entitled to Stock and Cash Dividends? 44:56

21d ago44:56

44:56

Learn how ex-dividend dates determine which shareholders receive dividend payments by explaining the relationship between the record date, ex-dividend date, and how ownership timing affects dividend entitlement in stock investing. Today's Stocks & Topics: MO - Altria Group Inc., Market Wrap, MET - Metlife Inc., FIX - Comfort Systems USA Inc., How t…

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Is the U.S. Dollar Really on the Brink of Collapse? 45:41

22d ago45:41

45:41

Thanks to its role in global finance and continued trust among central banks, experts agree the dollar remains firmly resilient as the world’s primary reserve currency. Today's Stocks & Topics: CMG - Chipotle Mexican Grill, Market Wrap, ABBV - Abbvie Inc., LECO - Lincoln Electric Holdings Inc., Is the U.S. Dollar Really on the Brink of Collapse?, S…

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Only 36% of Americans Are Confident About Social Security's Future. How Worried Should You Be? 47:10

25d ago47:10

47:10

Amid various concerns, a recent AARP survey has revealed that just 36% of Americans are confident in Social Security’s future—a 7-point drop since 2020. Today's Stocks & Topics: IAG - Iamgold Corp., Market Wrap, OKLO - Oklo Inc., Only 36% of Americans Are Confident About Social Security's Future. How Worried Should You Be?, MPAA - Motorcar Parts of…

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Can Millennials Ever Catch Up to Boomer Wealth? 45:31

26d ago45:31

45:31

Thanks to historic economic advantages, baby boomers still control over half of U.S. wealth, but millennials are rapidly closing the gap through higher earnings, rising home equity, and smart investing. Today's Stocks & Topics: GD - General Dynamics Corp., Market Wrap, 401k Plan, Can Millennials Ever Catch Up to Boomer Wealth?, COP - Conoco Phillip…

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Why You Shouldn’t Invest Your Emergency Fund 46:32

27d ago46:32

46:32

Investing your emergency fund may promise higher returns, but it puts essential savings at risk of loss and delayed access. Today's Stocks & Topics: IYH - iShares U.S. Healthcare ETF, Market Wrap, V - Visa Inc., Why You Shouldn’t Invest Your Emergency Fund, SCHW - Charles Schwab Corp, PYPL - PayPal Holdings Inc., Corporate Profits, SFM - Sprouts Fa…

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How Big Tech Plans to Feed AI’s Voracious Appetite for Power 46:25

28d ago46:25

46:25

As hyperscale AI models drive explosive growth in data‑center demand, tech giants like Google, Amazon, Microsoft and Meta are investing in novel energy strategies—from nuclear deals and renewable procurement to grid‑flexibility measures. Today's Stocks & Topics: QCOM - Qualcomm Inc., Market Wrap, STRL - Sterling Infrastructure Inc., How Big Tech Pl…

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Where and How to Invest Your Long-Term-Care ‘Bucket’ 46:59

29d ago46:59

46:59

Strategically investing in a dedicated portfolio “bucket” for self-funding of long-term care involves balancing tax considerations, asset allocation, and other considerations. Today's Stocks & Topics: FADMX - Fidelity Strategic Income Fund, Market Wrap, EMN - Eastman Chemical Co., Retirement Plans in Flux: Why More Americans Are Rethinking Their Ex…

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Retirement Plans in Flux: Why More Americans Are Rethinking Their Exit Timeline 47:02

1M ago47:02

47:02

Amid economic uncertainty, a growing number of Americans over 50 are reconsidering or delaying retirement. Today's Stocks & Topics: FICO - Fair Isaac Corp., Market Wrap, Retirement Plans in Flux: Why More Americans Are Rethinking Their Exit Timeline, CIVI - Civitas Resources Inc., Covered Calls, Key Benchmark Numbers: Treasury Yields, Gold, Silver,…

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How to Build and Maintain a Good Credit Score 47:32

1M ago47:32

47:32

Learn actionable steps for achieving and keeping a strong credit score, including timely payments, maintaining low credit usage, monitoring your credit reports, and responsible credit activity. Today's Stocks & Topics: ALSN - Allison Transmission Holdings Inc., Market Wrap, QCOM - Qualcomm Inc., How to Build and Maintain a Good Credit Score, IIPR -…

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Understanding Behavioral Finance: How Psychology Shapes Financial Decisions 46:08

1M ago46:08

46:08

Apparently, psychological influences and biases affect the financial behaviors of investors and markets, revealing that people often make irrational choices driven by emotion and mental shortcuts rather than strict logic and rationality. Today's Stocks & Topics: PRHSX - T Rowe Price Health Sciences Fund, CWT - California Water Service Group, Market…

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7 Things You May Not Know About Reinvesting Dividends 45:56

1M ago45:56

45:56

It would be wise to take the time to learn about dividend reinvestment, including tax onsiderations and how this strategy fits various financial goals and market conditions. Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, Market Wrap, AMD - Advanced Micro Devices Inc., 7 Things You May Not Know About Reinvesting Dividends, VTGN - Vistagen…

Justin Klein | Wealth Manager Podcasts

1
InvestTalk

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

1
Best of Caller Questions - Labor Day Special 46:55

1
Best of Caller Questions 45:15

1
Are You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family’s Future? 46:02

1
Are You Missing the Key Steps to Maximize Your Retirement in the Next 30 Years? 45:57

1
Fed Chair Jerome Powell is Worried About the Job Market. Here Are 3 Red Flags for Workers. 44:04

1
12 Totally Free Ways to Save Money Fast and Boost Your Passive Income 46:24

1
Wages Are Falling Behind Inflation, Leaving Many Workers Struggling 45:39

1
Best of Caller Questions 46:55

1
New Student Loan Repayment Policies Following Trump’s Budget Bill 45:49

1
Value Investing Is Finally Excelling Again in 2025 — But There’s One Catch for Americans 46:25

1
Why Investors Who Trade More Often Tend to Make Less 45:51

1
Strategic Interdependence Is Rewiring the Global Economy 46:28

1
Top Recession-Proof Investments to Protect and Grow Your Portfolio 45:45

1
The New Frontier of Trading: Tokenized Shares of SpaceX and OpenAI 44:35

1
Understanding Ex-Dividend Dates: When Are You Entitled to Stock and Cash Dividends? 44:56

1
Is the U.S. Dollar Really on the Brink of Collapse? 45:41

1
Only 36% of Americans Are Confident About Social Security's Future. How Worried Should You Be? 47:10

1
Can Millennials Ever Catch Up to Boomer Wealth? 45:31

1
Why You Shouldn’t Invest Your Emergency Fund 46:32

1
How Big Tech Plans to Feed AI’s Voracious Appetite for Power 46:25

1
Where and How to Invest Your Long-Term-Care ‘Bucket’ 46:59

1
Retirement Plans in Flux: Why More Americans Are Rethinking Their Exit Timeline 47:02

1
How to Build and Maintain a Good Credit Score 47:32

1
Understanding Behavioral Finance: How Psychology Shapes Financial Decisions 46:08

1
7 Things You May Not Know About Reinvesting Dividends 45:56