InvestTalk 4-29-2024 – How Will the Best Interest Rule Impact You? episode artwork

EPISODE · Apr 30, 2024 · 47 MIN

InvestTalk 4-29-2024 – How Will the Best Interest Rule Impact You?

from InvestTalk · host Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

This Department of Labor rule helps determine whether your financial advice is coming from a trusted professional or someone akin to a car salesman.(Participants in small retirement plans and investors rolling into fixed index annuities should see the most benefit.) Today's Stocks & Topics: CAT - Caterpillar Inc., MAS - Masco Corp., Market Wrap, GGG - Graco Inc., The Final Fiduciary Rule Clarifies When Financial Professionals Must Act in the Best Interest of Their Client, VICI - VICI Properties Inc., Rollover the 403B to a Roth I-R-A, Interest Rates, AMZN - Amazon.com Inc., ARKK - ARK Innovation ETF, PFE - Pfizer Inc., Housing Bills.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

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InvestTalk 4-29-2024 – How Will the Best Interest Rule Impact You?

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This episode was published on April 30, 2024.

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This Department of Labor rule helps determine whether your financial advice is coming from a trusted professional or someone akin to a car salesman.(Participants in small retirement plans and investors rolling into fixed index annuities should see...

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