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InvestTalk

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

In today's global economy, understanding investment options can be an extremely challenging task. Investors are continually bombarded with hearsay opinions and ever-changing financial data....

InvestTalk Podcast Guide

Listen to InvestTalk, a Business podcast by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors. Stream 2,156 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.

Show Topic

Browse this show under Business podcasts.

Episodes

20 episodes are loaded now from a catalog of 2,156. More episodes can be opened from this page.

Episodes

20 of 2,156 episodes

The Roth Conversion Window

Mid-year is a smart time to model conversions before year-end tax planning gets rushed. A practical walkthrough of who benefits, how to size...

44:51Jul 7, 2026

BEST OF CALLER QUESTIONS ~ FRIDAY July 3rd

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the Unit...

46:37Jul 3, 2026

The Index Fund Trap

When the Russell 2000 is up over 20% and the S&P under 10%, "I just own the index" means very different things depending on which index. A c...

44:54Jul 3, 2026

The Half-Year Scoreboard

A look back at what actually worked in the first half of 2026 versus what the consensus predicted in January. Great for humility about forec...

42:54Jul 2, 2026