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
4.4 • 1.5K 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.
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 | 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. |
... |
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.

