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InvestTalk

12-1-2022 – Be Sure to Avoid Mistakes with Required Minimum Distributions from Retirement Accounts

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

News Commentary, Business News, Business, Investing, News, Entrepreneurship

4.41.5K Ratings

🗓️ 2 December 2022

⏱️ 46 minutes

🧾️ Download transcript

Summary

You’ve got until year's end to make sure you get it right when it comes to mandatory withdrawals from retirement accounts.

 

Today's Stocks & Topics: Collateralized Fund Obligations, Retailer’s Inventory, Covid in China, BKE - Buckle Inc., AVGO - Broadcom Inc., FCX - Freeport-McMoRan Inc., X - United States Steel Corp., DV – Double Verify Holdings Inc., Buy and Sell.



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Transcript

Click on a timestamp to play from that location

0:00.0

At a time, when investors are confronted with market volatility and a variety of challenges

0:11.3

fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures,

0:18.6

Justin Klein and Steve Peasley stand ready to take your finance and investment questions

0:23.8

and share their unbiased answers.

0:27.0

This is Invest Talk, independent thinking, shared success.

0:32.2

Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving

0:37.6

clients throughout the United States.

0:41.0

The clarity for your path forward starts now.

0:45.3

Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein.

0:53.1

Good afternoon fellow investors and welcome back to Invest Talk.

0:57.1

This is our Thursday December 1, 2022 edition.

1:01.6

Yep, it is December Christmas is just a few weeks away and it's a time of year where

1:10.5

you look back and you assess what the market's done, but most importantly you assess the

1:18.8

future.

1:19.8

Because that's most important.

1:21.4

The market does not care what happened in the past, neither should you to a degree, you

1:28.2

should care more about what the future holds for the economy, for companies, for sectors,

1:33.1

etc.

1:34.8

And that's your job in this final month is to pick a step back.

1:41.3

What lessons can you take from a year like this?

1:49.3

And frankly, you learn a lot more from losses.

1:56.7

And this is a year where there are more losses than gains for most people.

...

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