Beste Luke Guerrero Wealth Managers podcaster (2024)

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The Financial Impact of Natural Disasters: What You Need to Know 46:48

1d ago46:48

46:48

Severe weather events are increasingly frequent and costly, and they can lead to declines in credit scores, increased debt collection, and mortgage delinquencies. Today's Stocks & Topics: RIO - Rio Tinto PLC ADR, XOM - Exxon Mobil Corp., Energy Diversification, TFII - TFI International Inc., Market Wrap, HIMS - Hims & Hers Health Inc., The Financia…

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Strong Jobs Data: What It Means for Interest Rates and the Markets 46:54

3d ago46:54

46:54

Robust employment figures for September surpassed expectations and may lead to a more cautious approach from the Fed regarding rate cuts. Today's Stocks & Topics: WCC - Wesco International Inc., Market Wrap, LMT - Lockheed Martin Corp., COIN - Coinbase Global Inc., Strong Jobs Data: What It Means for Interest Rates and the Markets, DMB - BNY Mellon…

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Strategies for RMDs: What to Do When You Don't Need the Money 46:31

4d ago46:31

46:31

Reinvesting RMD proceeds and utilizing tax-efficient investments like ETFs are just two strategies that can help retirees better manage mandatory withdrawals. (Understanding the options can show retirees how to align their financial decisions with their long-term goals and tax planning.) Today's Stocks & Topics: NTES - NetEase Inc. ADR, DIS - Walt …

1
How to Save Big on Homeowners Insurance 46:37

5d ago46:37

46:37

Strategies such as bundling policies, increasing deductibles, and exploring discounts for safety features or claims-free history can lead to substantial savings. Today's Stocks & Topics: FRO - Frontline PLC, Market Wrap, Required Minimum Distributions (RMDs), How to Save Big on Homeowners Insurance, WFC - Wells Fargo & Co., How to Invest, The Dolla…

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5 Critical Year-End Tax Deadlines for Retirees 46:18

6d ago46:18

46:18

Understanding deadlines for RMDs, Roth conversions, and charitable giving can help retirees optimize their tax planning. Today's Stocks & Topics: P.E. Ratio Calculation, NAC - Nuveen California Quality Municipal Income Fund, OXY - Occidental Petroleum Corp., VST - Vistra Corp., 5 Critical Year-End Tax Deadlines for Retirees, Railroad Stocks, CTAS -…

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HELOC Pros and Cons: Is It Right for You in 2024? 46:20

9d ago46:20

46:20

Understanding the benefits and potential drawbacks of HELOCs (Home Equity Lines of Credit) allows homeowners to make informed decisions about leveraging their equity. Today's Stocks & Topics: HACK - Amplify Cybersecurity ETF, Market Wrap, CB - Chubb Ltd., HELOC Pros and Cons: Is It Right for You in 2024?, IBTM - iShares iBonds Dec 2032 Term Treasur…

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How the 2024 Election Could Impact Nvidia, Snap, and Tesla Stocks 34:58

10d ago34:58

34:58

Understanding the potential impact of election results on these stocks can provide valuable insights into their future performance in a politically charged environment. (Each company is strategically positioned in areas likely to be influenced by political outcomes, such as technology regulation and renewable energy policies.) Today's Stocks & Topi…

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Apple's AI Strategy: Economic Implications of iPhone 16 Rollout 46:46

11d ago46:46

46:46

Apple's integration of artificial intelligence features in the iPhone 16 has analysts projecting that this move could add $10 billion in annual services revenue. Today's Stocks & Topics: CHRD - Chord Energy Corp., Market Wrap, ATKR - Atkore Inc., WMB - Williams Cos., Apple's AI Strategy: Economic Implications of iPhone 16 Rollout, MU - Micron Techn…

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Global Economy 2024: Stabilization Amidst Challenges 46:50

12d ago46:50

46:50

The latest outlook from the World Economic Forum sees a stabilizing global economy with significant vulnerabilities due to high public debt levels that threaten economic stability. Today's Stocks & Topics: TPC - Tutor Perini Corp., Market Wrap, Transfer Regular I-R-A to Roth I-R-A, NVO - Novo Nordisk A/S ADR, Global Economy 2024: Stabilization Amid…

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Best of Caller Questions 47:10

13d ago47:10

47:10

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: Finance Books, ADRs vs. Buying Foreign Stocks, Buying in Credit Card Companies, KPP Management of ETFs, Asset Allocation, Annuities, Investing in Other M…

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What is Intrinsic Value? 45:17

16d ago45:17

45:17

Intrinsic value is a fundamental principle in investment analysis. By understanding intrinsic value, investors can better assess whether an asset is overvalued or undervalued, enhancing their ability to make informed decisions in stock valuation and options pricing. Today's Stocks & Topics: CAPR - Capricor Therapeutics Inc., Market Wrap, CRQ - iSha…

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Understanding Leverage in Real Estate Investing 46:55

17d ago46:55

46:55

Leverage in real estate investing is often misunderstood because it can amplify both gains and losses. (I'll share real-world examples like Vornado and NexPoint.) Today's Stocks & Topics: CAN - CNA Financial Corp., Market Wrap, MCK - McKesson Corp., Understanding Leverage in Real Estate Investing, Bond Funds, RBB - RBB Bancorp, The Bond Market, JD …

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How Much Credit Card Debt is Too Much? 46:43

18d ago46:43

46:43

Americans now carry a staggering $1.14 trillion in credit card debt. There are key indicators that can help you understand WHEN you may be overextended. Today's Stocks & Topics: TXT - Textron Inc., Market Wrap, EQIX - Equinix Inc., R - Ryder System Inc., How Much Credit Card Debt is Too Much?, POET - POET Technologies Inc., OMCL - Omnicell Inc., PY…

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Microsoft and BlackRock's $30 Billion AI Gambit 46:47

19d ago46:47

46:47

A partnership between Microsoft and investment powerhouse BlackRock looks to create a $30 billion fund for investing in AI infrastructure. Its goals are to accelerate the development of data centers and energy projects to meet the growing demand for AI computing power. Today's Stocks & Topics: VDE - Vanguard Energy ETF, Market Wrap, KEY - KeyCorp, …

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The Fed's Rate Cut: Reigniting Inflation Fears? 46:55

20d ago46:55

46:55

The Federal Reserve's recent decision to cut interest rates has sparked renewed inflation concerns. The potential for increased borrowing and spending might lead to rising prices, complicating efforts to maintain economic stability. Today's Stocks & Topics: AGM - Federal Agricultural Mortgage Corp. Cl C, Market Wrap, UBER - Uber Technologies Inc., …

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Beware of AI Voice Cloning Scams: Protect Yourself 45:54

22d ago45:54

45:54

As AI technology advances, scammers are increasingly using voice cloning to impersonate trusted individuals, leading to a rise in fraudulent activities. Victims are often tricked into sending money or sharing sensitive information. Learn how these scams operate, the warning signs to watch for, and essential tips to safeguard yourself against becomi…

1
Federal Reserve Cuts Interest Rates: What It Means for You 45:56

24d ago45:56

45:56

In a historic move, the Federal Reserve has cut interest rates for the first time in four years, reducing the benchmark rate by 50 basis points to a range of 4.75% to 5%. This decision aims to ease borrowing costs amid signs of easing inflation and a softening labor market. >> In particular, Justin answers the question: When will the average consum…

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Data Centers: The Billion-Dollar Real Estate Investment Boom 46:32

25d ago46:32

46:32

With over 2,800 facilities in the U.S. alone, data centers have emerged as a billion-dollar real estate investment. (The surge in demand for cloud computing and AI technologies has driven land values up significantly, sometimes increasing tenfold in key locations. As private equity firms take notice, the real estate landscape is rapidly changing, h…

1
Maximize Retirement Savings: Diversify Beyond 401(k) and Roth IRA 45:35

26d ago45:35

45:35

By incorporating brokerage accounts, health savings accounts (HSAs), and other options, you can enhance tax efficiency and gain more control over your withdrawals. (This approach helps mitigate future tax burdens and provides greater flexibility in managing your retirement funds.) Also in this podcast: NVR - NVR Inc. (NYS); AMPH - Amphastar Pharmac…

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Tesla's Returns on Capital: Are They on the Rise? 46:20

27d ago46:20

46:20

In a positive sign for investors, Tesla's return on capital employed (ROCE) has shown significant improvement, climbing to 8.4% over the past five years. (This increase indicates that the company is generating more profit from its investments. As Tesla continues to expand its capital base, understanding these trends could provide valuable insights …

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Experts Advise Moving Cash as Money Market Accounts Surge 46:41

30d ago46:41

46:41

As money market accounts reach a staggering $6.3 trillion, financial experts are warning against holding excessive cash. With the Federal Reserve expected to lower interest rates soon, now may be the time to explore better investment opportunities. Also in this podcast: VOO - Vanguard S&P 500 ETF (ETF); FSS - Federal Signal Corp. (NYS); BRK.B - Ber…

1
Oil Prices Plummet: What’s Behind the Drop to the $60s? 46:12

1M ago46:12

46:12

This significant price shift reflects changes in global supply and demand dynamics, geopolitical tensions, and economic forecasts Understanding these trends raises an important question: what potential impact will this have on the global economy and consumer behavior moving forward? Also in this podcast: PSCE - Invesco S&P SmallCap Energy ETF (ETF)…

1
U.S. Money Supply Drops to Great Depression Levels 46:14

1M ago46:14

46:14

In a rare event that historically signals economic turbulence, the U.S. M2 money supply has experienced its first decline since the Great Depression. This significant drop has implications for the stock market, as past occurrences of similar contractions often preceded major economic downturns. Also in this podcast: CVX - Chevron Corp. (NYS); LULU …

1
Debunking Dave Ramsey's Stock Market Claims: Are 12% Returns Realistic? 44:46

1M ago44:46

44:46

There are many financial experts who express skepticism regarding radio host Ramsey’s figures, and instead emphasize the importance of understanding the variability of stock market returns when considering investment strategies. Also in this podcast: KRO - Kronos Worldwide Inc. (NYS); DG - Dollar General Corp. (NYS); CHRD - Chord Energy Corp. (NAS)…

1
Are Rental Prices Finally Coming Down in America? 46:02

1M ago46:02

46:02

Recent trends indicate that rental prices in the U.S. may be on the decline, with asking prices for "new-lease" rents rising by less than 2% over the past year. This marks a significant slowdown compared to previous years. It comes at a time when many tenants face financial constraints and a surge in new construction offers more options. Also in th…

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Luke Guerrero Wealth Managers Podcaster

Podcaster verdt å lytte til

1
InvestTalk

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

1
The Financial Impact of Natural Disasters: What You Need to Know 46:48

1
Strong Jobs Data: What It Means for Interest Rates and the Markets 46:54

1
Strategies for RMDs: What to Do When You Don't Need the Money 46:31

1
How to Save Big on Homeowners Insurance 46:37

1
5 Critical Year-End Tax Deadlines for Retirees 46:18

1
HELOC Pros and Cons: Is It Right for You in 2024? 46:20

1
How the 2024 Election Could Impact Nvidia, Snap, and Tesla Stocks 34:58

1
Apple's AI Strategy: Economic Implications of iPhone 16 Rollout 46:46

1
Global Economy 2024: Stabilization Amidst Challenges 46:50

1
Best of Caller Questions 47:10

1
What is Intrinsic Value? 45:17

1
Understanding Leverage in Real Estate Investing 46:55

1
How Much Credit Card Debt is Too Much? 46:43

1
Microsoft and BlackRock's $30 Billion AI Gambit 46:47

1
The Fed's Rate Cut: Reigniting Inflation Fears? 46:55

1
Beware of AI Voice Cloning Scams: Protect Yourself 45:54

1
Federal Reserve Cuts Interest Rates: What It Means for You 45:56

1
Data Centers: The Billion-Dollar Real Estate Investment Boom 46:32

1
Maximize Retirement Savings: Diversify Beyond 401(k) and Roth IRA 45:35

1
Tesla's Returns on Capital: Are They on the Rise? 46:20

1
Experts Advise Moving Cash as Money Market Accounts Surge 46:41

1
Oil Prices Plummet: What’s Behind the Drop to the $60s? 46:12

1
U.S. Money Supply Drops to Great Depression Levels 46:14

1
Debunking Dave Ramsey's Stock Market Claims: Are 12% Returns Realistic? 44:46

1
Are Rental Prices Finally Coming Down in America? 46:02

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