4.3 • 1.5K Ratings
🗓️ 11 June 2025
⏱️ 50 minutes
🧾️ Download transcript
Retirees must decide how much to withdraw annually, whether to purchase long-term-care insurance, and look into the pros and cons of buying an annuity.
Today's Stocks & Topics: GIS - General Mills Inc., Market Wrap, APLD - Applied Digital Corp., 3 Tricky Decisions Every Retirement Plan Must Address, TPH - Tri Pointe Homes Inc., Pros and Cons of Buying Annuities, PHM - PulteGroup Inc., SPGI - S&P Global Inc., China and Tariffs, CSL - Carlisle Cos., ITW - Illinois Tool Works Inc., ARE - Alexandria Real Estate Equities Inc.
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0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent Thinking, shared success. |
0:17.7 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
0:27.2 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
0:35.3 | Good afternoon, fellow investors, and welcome back to another edition of Invest Talk. |
0:41.1 | This is our Tuesday, June 10th, 2025 edition. |
0:44.4 | And I'm especially excited for this hour. |
0:46.6 | A lot of great topics on the docket from current market news, as well as our main focus point, |
0:53.8 | which are a few variables when it comes |
0:58.1 | to retirement that really are controversial and need a little bit of a little bit of a deeper dive. |
1:07.7 | And that's what we were here to do in this hour. |
1:10.1 | You know, that's what people love podcasts for is a deeper dive into particular topics, not just headlines, but kind of |
1:17.2 | color to the pros and the cons of each decision. And that's what we are to hear to help you with. |
1:24.7 | The world is not black and white. The world operates in shades of gray, whether that's when it comes to retirement planning, |
1:31.3 | whether it comes to your investments. |
1:33.3 | There are pros and cons. |
1:34.3 | There are weighing the options that you might have and seeing which one fits your particular |
1:42.3 | needs, your goals, your risk tolerance level, et cetera. |
1:45.0 | And that's what this show is about. |
1:47.5 | It's about setting your mindset so that you can make better decisions consistently with |
1:53.8 | your money and not be prone to the mistakes that the average person makes, which is |
1:57.6 | using their emotions of fear or greed that will drive their decision-making |
2:03.3 | process. That's the antithesis of what a successful investor does. So our job is to help you become |
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