Épisodes

  • Top 4 Signs You’ve Over-Diversified Your Portfolio
    Sep 24 2025

    Owning too many overlapping investments can water down returns, so we will explain how spreading your portfolio too thin may create more risk than protection.

    Today's Stocks & Topics: XPO, Inc. (XPO), Market Wrap, Tax Lost Harvesting, Infosys Limited (INFY), Palo Alto Networks, Inc. (PANW), Top 4 Signs You’ve Over-Diversified Your Portfolio, Newmont Corporation (NEM), Barrick Mining Corporation (B), Dollar Cost Average, Invesco S&P SmallCap Energy ETF (PSCE), Vanguard Total World Stock Index Fund ETF Shares (VT), Rates and Inflation.



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    46 min
  • The Retirement Generation Gap: Boomers vs. Gen X
    Sep 23 2025

    We will break down the contrasting retirement strategies and financial mindsets of Baby Boomers and Gen X to uncover key lessons for your financial future.

    Today's Stocks & Topics: Richtech Robotics Inc. (RR), BNY Mellon US Large Cap Core Equity ETF (BKLC), Market Wrap, Kinross Gold Corporation (KGC), SSR Mining Inc. (SSRM), The Retirement Generation Gap: Boomers vs. Gen X, Accenture plc (ACN), Roth I-R-A, Market Value, Income ETFs, Pacer US Small Cap Cash Cows 100 ETF (CALF), First Trust Water ETF (FIW), Tariff-Driven Cargo Surge.



    Our Sponsors:
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    * Check out Gusto: https://gusto.com/investtalk
    * Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com


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    46 min
  • Mortgage Refinance in 2025? These Tax Breaks Can Boost Your Savings
    Sep 20 2025

    When you refinance your mortgage in 2025, there are both tax implications and opportunities for deductions that can boost your savings.

    Today's Stocks & Topics: Salesforce Inc. (CRM), Market Wrap, Market Wrap, FactSet Research Systems Inc. (FDS), iShares MSCI Agriculture Producers ETF (VEGI), Mortgage Refinance in 2025? These Tax Breaks Can Boost Your Savings, KPP Newsletter, ProShares Ultra Bloomberg Natural Gas (BOIL), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Mortgage Rates, Commodities, Berkshire Hathaway Inc. (BRK-B), NVIDIA Corporation (NVDA), Newmont Corporation (NEM).



    Our Sponsors:
    * Check out Anthropic: https://claude.ai/INVEST
    * Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com


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    46 min
  • Is Your 401(k) Doing Everything It Could Be?
    Sep 18 2025

    If you know the secrets of top-performing 401(k)s, you can begin transforming your retirement savings from good to great.

    Today's Stocks & Topics: RKLB - Rocket Lab Corp., Market Wrap, Amerigo Resources Ltd. (ARREF), Is Your 401(k) Doing Everything It Could Be?, Fixed Income, British American Tobacco P.L.C. (BTI), Gold, Powell Industries, Inc. (POWL), Employer Changing Retirement Plans, Navitas Semiconductor Corporation (NVTS).



    Our Sponsors:
    * Check out Anthropic: https://claude.ai/INVEST
    * Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com


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    45 min
  • AI vs. Human: Can You Trust a Robot with Your Money?
    Sep 17 2025

    In this episode, we weigh the potential of AI as a tool for financial literacy against its significant limitations, exploring why its "bare bones" advice may fall short of the personalized guidance needed for your most important financial decisions.

    Today's Stocks & Topics: CNM - Core & Main Inc., Market Wrap, CALM - Cal-Maine Foods, Inc., AI vs. Human: Can You Trust a Robot with Your Money?, ALLY - Ally Financial Inc., GCT - GigaCloud Technology Inc., First Rate Cut of the Year, SGOV - iShares 0-3 Month Treasury Bond ETF, TSM - Taiwan Semiconductor Manufacturing ADR, ASML - ASML Holding NV, ADMA - Adma Biologics Inc., Gold.



    Our Sponsors:
    * Check out Anthropic: https://claude.ai/INVEST
    * Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com


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    45 min
  • The Millionaire Mindset: How Successful People Think About Money
    Sep 17 2025

    In this episode, we explore how successful individuals make a powerful shift in perspective—from seeing money as an end goal to a tool for unlocking opportunities and building sustainable, long-term wealth.

    Today's Stocks & Topics: SBSW - Sibanye Stillwater Limited ADR, GOOG - Alphabet Inc., Market Wrap, The Millionaire Mindset: How Successful People Think About Money, ETFs that Pay Weekly Dividend, Stock Support, BIIB - Biogen Inc., Mortgage Rates, BHP - BHP Group Limited ADR, RIO - Rio Tinto plc ADR.



    Our Sponsors:
    * Check out Anthropic: https://claude.ai/INVEST
    * Check out Gusto: https://gusto.com/investtalk
    * Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com


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    46 min
  • The AI Job Paradox: Why AI Isn't Causing Layoffs, It's Hiding Hiring Cuts
    Sep 16 2025

    In this episode, we will analyze a new Federal Reserve report that reveals how AI is quietly influencing hiring for jobs requiring a college degree (and why this trend of scaled-back hiring is expected to accelerate in the coming months).

    Today's Stocks & Topics: CMG - Chipotle Mexican Grill, Market Wrap, MRK - Merck & Co. Inc., The AI Job Paradox: Why AI Isn't Causing Layoffs, It's Hiding Hiring Cuts, VT - Vanguard Total World Stock ETF, Cash Allocation, New Trade: Running Hot, MORN - Morningstar Inc., SFM - Sprouts Farmers Market Inc., LULU - Lululemon Athletica Inc., The Labor Market.



    Our Sponsors:
    * Check out Anthropic: https://claude.ai/INVEST
    * Check out Gusto: https://gusto.com/investtalk
    * Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com


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    46 min
  • Best of Caller Questions
    Sep 12 2025

    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, Difference from a 403b and Regular 401k, The Young Consumer, Large, Mid or Small Caps, Roth I-R-A Withdrawals, Preferred Dividend Stocks, The Dow vs. The S&P 500, 401k Rollover, Fractional Shares, Growth to Value Trade.



    Our Sponsors:
    * Check out Anthropic: https://claude.ai/INVEST
    * Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com


    Advertising Inquiries: https://redcircle.com/brands
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    47 min