4-19-2022 – How to Extract Income from a Retirement Portfolio
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 20 April 2022
⏱️ 46 minutes
🧾️ Download transcript
Summary
There are different strategies for generating cash flows, from pure total return to income-centric approaches.
Today's Stocks & Topics: GILD - Gilead Sciences Inc., Twitter, VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, ETFs and Taxes, NFLX - Netflix Inc., QCOM - Qualcomm Inc., STOR - STORE Capital Corp., LAND - Gladstone Land Corp., Equal Weight vs. Market Weighted, House Building Reports.
TRIVIA QUESTION: "Can you define, in simple terms, the role of a MUTUAL FUND investment in your portfolio?"
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 | Now, I'm this and Vestalk podcast, Steve Peasley listens to your questions. |
| 0:08.0 | Hello, this is Georgia from Illinois. |
| 0:11.0 | I want to know if market weighted and equal weighted has anything to do with |
| 0:17.5 | brokerage fees and provides unbiased answers. |
| 0:22.0 | They may buy 10 million shares of this little tiny company, |
| 0:25.0 | but only half a million shares of the big company because they're going to |
| 0:28.0 | equal the amount of market gap in each company they own, but they have |
| 0:33.0 | nothing to do with fees and costs or anything like that. |
| 0:37.0 | Investalk over 40 million downloads and counting across America and around |
| 0:45.0 | the world. |
| 0:46.0 | Your participation makes it unique. |
| 0:49.0 | 888-99 chart. |
| 0:54.0 | This podcast is produced by KPP Financial, Steve Peasley President, KPP Financial, |
| 1:02.0 | Independent Thinking, Shared Success, and out today's podcast. |
| 1:10.0 | Good afternoon everybody and welcome to Investalk. |
| 1:13.0 | It is Tuesday, April 19th, 2022. |
| 1:17.0 | I'm Steve Peasley and of course I look forward to every day talking to you on this |
| 1:21.0 | podcast. |
| 1:22.0 | I like it because I like the five play. |
| 1:25.0 | I like the interchange. |
| 1:26.0 | I like talking about stocks and investments and money. |
| 1:30.0 | I've always liked it when I was very, very little. |
... |
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.

