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

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Manage episode 415368511 series 71998
Content provided by Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors, Hosts Steve Peasley, Justin Klein | Wealth Managers, and Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors, Hosts Steve Peasley, Justin Klein | Wealth Managers, and Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/
* Check out eBay Auto: www.ebay.com
* Learn more at hackerone.com
Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
  continue reading

1820 episodes

Artwork
iconShare
 
Manage episode 415368511 series 71998
Content provided by Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors, Hosts Steve Peasley, Justin Klein | Wealth Managers, and Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors, Hosts Steve Peasley, Justin Klein | Wealth Managers, and Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/
* Check out eBay Auto: www.ebay.com
* Learn more at hackerone.com
Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
  continue reading

1820 episodes

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