12-23-19: Opinion: The Unpleasant Surprise Waiting For You When You Retire

InvestTalk

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

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

4.4 • 1.5K Ratings

🗓️ 24 December 2019

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

Millions of Americans have tax-deferred accounts, and efficiently managing withdrawals is just as important as accumulation.

Today's Stocks & Topics: MCD - McDonald's Corp., Investment Apps,
WSO - Watsco Inc., Durable Goods, TSLA - Tesla Inc., EQT - EQT Corp., TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR.

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Transcript

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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 fellow investors and welcome to Invest Talk. This is our Monday, December
0:28.6	23rd 2019 edition of Invest Talk. Hope everyone has done all of their holiday shopping. I know I
0:36.8	haven't. So I'm going to be working on that later today and as a
0:45.0	as usual we have a lot of balls in the air
0:49.0	when it comes to the market, the economy, the Central Bank Action,
0:55.0	There's a lot to digest in today's world and we also have a new decade upon us here in a little over a week.
1:05.0	We are entering the 20-20s, I guess it's the simple way to put it.
1:10.0	And maybe you have a new year resolution, new decade resolution for your
1:15.9	investment portfolio. Maybe you want to get it in shape, get your financial life
1:19.5	in shape and that's what we are here to help you do each and every day.
1:25.0	We want to move you along the path of financial freedom.
1:29.0	I'm Justin Kline and I thank you for joining me today.
1:31.0	I hope you will call me with your questions. Whatever
1:35.4	that is, finance or money related, I want to hear from you. I want to know what is on
1:40.3	your mind. And when and if you do make that call you can shape this show to your
1:47.2	particular advantage and we operate and invest talk each and every day with a philosophy of independent thinking and shared success, just like we do at KPP Financial.
1:59.0	Now in this hour I'm going to do my best to answer your questions and all-collar questions as well as give you
2:05.5	some topical information and perspective on what's happening in the markets and
2:10.0	the economies today. So I urge you to give me a call at 889929 chart that's 88924270. You can call
	...

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