3-24-2023 – Retirement vs. Emergency Savings: How to Prioritize in a Shaky Economy
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 25 March 2023
⏱️ 45 minutes
🧾️ Download transcript
Summary
More than half of savers are prioritizing short-term financial goals in 2023, including emergency savings, according to a recent study from Fidelity Investments.
Today's Stocks & Topics: Is the Fed Backing Off, Treasury Bills, Commercial Real Estate in More Trouble, HIFS - Hingham Institution for Savings, Foreclosures, JNJ - Johnson & Johnson, BAC - Bank of America Corp., IRM - Iron Mountain Inc., CLFD - Clearfield Inc., Selling Covered Calls.
Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.
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Transcript
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| 0:00.0 | At a time, when investors are confronted with market volatility and a variety of challenges |
| 0:11.5 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures, |
| 0:19.0 | just in decline and Steve Peasley, stand ready to take your finance and investment questions |
| 0:24.0 | and share their unbiased answers. |
| 0:27.2 | 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 |
| 0:37.8 | clients throughout the United States. |
| 0:41.1 | The clarity for your path forward starts now. |
| 0:45.5 | Here is KPP Financial President, Financial Advisor, Steve Peasley. |
| 0:50.8 | Good afternoon everybody and welcome to Invest Talk. |
| 0:54.6 | It is Friday, March 24, 2023. |
| 0:58.8 | So on a calendar, we just concluded our week 12 of 2023 and, of course, nothing sand seals |
| 1:04.0 | out mentioned before. |
| 1:06.0 | The weather changes, the stock market changes, the interest rates change, everything changes. |
| 1:10.7 | It's all dynamic and, you know, geopolitical issues and the variables that that causes all |
| 1:16.5 | these things change and you have to keep up with it or at least be aware of what it does |
| 1:21.6 | in conjunction with your accounts and your ability to put money away. |
| 1:26.4 | I'm Steve Peasley. |
| 1:27.4 | I'm here today on this radio program podcast to help you make most, the most of your portfolio |
| 1:32.3 | strategy and the decisions you need to make. |
| 1:35.4 | And I always look forward to doing this podcast and I enjoy and, and of course radio show. |
| 1:40.1 | And I enjoy hearing your financial investment questions. |
... |
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