11-14-2022 – Do Target-Date Funds Truly Allow Investors to Be 'Hands-Off'?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 15 November 2022
⏱️ 46 minutes
🧾️ Download transcript
Summary
The concept is that target-date funds invest in an age-appropriate asset mix, and they gradually become more conservative as the investor gets closer to needing the money.
Today's Stocks & Topics: Disney Layoffs, Retirement Limits, MDT - Medtronic PLC, PLBY - PLBY Group Inc., General Question About Investing, COIN - Coinbase Global Inc., U - Unity Software Inc., Investment Rating Platforms, TSLA - Tesla Inc., CHK - Chesapeake Energy Corp., CLOV - Clover Health Investments Corp. Cl A.
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 Scribe and use my code scribe.how/invest for a great deal: https://scribe.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.com
Advertising Inquiries: https://redcircle.com/brands
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.1 | Just and client and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.4 | and share their unbiased answers. |
| 0:18.0 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:23.4 | clients throughout the United States. |
| 0:26.3 | The clarity for your path forward starts now. |
| 0:30.7 | Here is KPP Financial President, Financial Advisor, Steve Peasley. |
| 0:36.2 | Good afternoon everybody and welcome to Invest Talk, it is Monday, November 14, 2022. |
| 0:45.8 | And Thanksgiving is just around the corner, one more week away, or this week and then next |
| 0:50.5 | week. |
| 0:51.5 | And that'll be here, one of my favorite holidays as I have said before. |
| 0:55.7 | And you know time does go by pretty fast, or at least the perception is that time moves |
| 1:00.7 | pretty fast. |
| 1:01.7 | When we all know time doesn't move, time moves at the same acceleration all the time. |
| 1:06.3 | Right? |
| 1:07.3 | Except for maybe when you're traveling close to the speed of light, then you've got the |
| 1:10.7 | Einstein theory of relativity of coming, yeah, but you know, we're talking about money. |
| 1:15.4 | We're not talking about science, but it plows along at a predictable rate and pace. |
| 1:21.8 | And of course, here we are coming up on the end of the year, New Year is just around |
| 1:25.1 | the corner. |
| 1:26.9 | And you have to continue to watch your balance and rebalance and balance and then rebalance |
| 1:31.6 | again, your portfolio is a constant job. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.