07-27-18: How to Prepare for One Spouse's Retirement
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 27 July 2018
⏱️ 45 minutes
🧾️ Download transcript
Summary
When only one spouse retires, you need a plan to live on a single paycheck.
Today's Stocks & Topics: FB - Facebook Inc. Cl A, F - Ford Motor Co., Warning Signs About Our Economy, Value vs. Growth Stocks, SODA - SodaStream International Ltd., COST - Costco Wholesale Corp., SHLD - Sears Holdings Corp., Understanding The Economic Fundamentals, BABA - Alibaba Group Holding Ltd. ADR, Market Indicators.
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| 0:00.0 | This podcast is produced by KPP Financial, Steve Peasley President, |
| 0:10.4 | KPP Financial, Independent Thinking, shared success. |
| 0:15.0 | And now today's podcast. |
| 0:17.0 | Good afternoon everybody and welcome to Invest Talk. Have you looked at the calendar lately? It's July 27th. |
| 0:29.0 | Boy, summer is just zipping by, of course it's kind of hot, but it's a hot summer, but it's zipping by. Of course it's kind of hot but it's a hot summer but it's zipping by. |
| 0:35.0 | There are only two more treaty days left in July. |
| 0:38.0 | So you gotta look sharp. We're going to do everything I can, I'm going to do it with this program, |
| 0:46.7 | how to best improve your bestment strategies. I'm Steve Peasley, and of course your financial |
| 0:51.6 | bestment questions will drive today's agenda as it does every day. |
| 0:56.2 | It's Friday and our phone lines are open for you as always. |
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| 1:05.2 | a message for all our listeners in Northern California. We had a full house |
| 1:10.7 | last time I was there recently and so I'm going to schedule I've already scheduled |
| 1:14.8 | another day as many of you know for August 29th I'll be back in San Jose August 29th. |
| 1:22.2 | Okay because it San Jose, August 29th. |
| 1:23.0 | Okay, because it down together, look at your portfolio, I can adjust ways for you to make maybe some improvements. |
| 1:32.0 | At least, I can tell tell you I can help you with all types of situations such as maybe you're |
| 1:38.6 | over concentrated in certain areas. Maybe you got a lot of overlap. Do you know what that means when I say overlap? |
| 1:45.8 | There's certain things that I can help you with on this. And some of you are just ignoring |
| 1:52.0 | your portfolio. You really got to at least look at it. |
| 1:55.0 | Understand what makes it work. |
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