EPISODE · Dec 10, 2022 · 44 MIN
12-9-2022 – Your Year-End Financial To-Do List
from InvestTalk · host Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Examples of important tasks include refilling cash, rebalancing, tax planning, and charitable giving. Today's Stocks & Topics: Inflation News, Costco’s Hot Dogs Price, Sectors for 2023, 401k, LH - Laboratory Corp. of America Holdings, Interest Rates, NRG - NRG Energy Inc., Trustable Financial Websites, ARLP - Alliance Resource Partners L.P., IR - Ingersoll Rand Inc., BAC - Bank of America Corp. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
NOW PLAYING
12-9-2022 – Your Year-End Financial To-Do List
No transcript for this episode yet
Similar Episodes
May 14, 2026 ·41m
May 13, 2026 ·46m
Apr 28, 2026 ·45m