5-23-2023 – Are Index Funds and ETFs Good for Retirees?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 24 May 2023
⏱️ 46 minutes
🧾️ Download transcript
Summary
Low costs and tax efficiency are obvious pluses, but so are ease of oversight and cash flow extraction.
Today's Stocks & Topics: Treasury Department, Economist Paul Krugman, ING - ING Groep N.V. ADR, RGR - Sturm Ruger & Co., SWBI - Smith & Wesson Brands Inc., GLW - Corning Inc., Reverse Split, RF - Regions Financial Corp., WBD - Warner Bros. Discovery Inc. Series A, New Home Sales, IEP - Icahn Enterprises L.P., CHPT - ChargePoint Holdings Inc.
TRIVIA QUESTION: "The recent 8.7% cost-of-living adjustment, or COLA, put about $140 per month more in Social Security beneficiaries’ checks...but looking at statistics...
... What do you suppose has been the AVERAGE Social Security COLA (Cost of Living Adjustment) since the year 2000? AND-- HOW does that compare with the cost of goods and services AVERAGE over that SAME TIME PERIOD?
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:08.9 | Just in client and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.2 | and share their unbiased answers. |
| 0:17.6 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:23.2 | clients throughout the United States. |
| 0:26.1 | The clarity for your path forward starts now. |
| 0:30.6 | Here is KPP Financial President, Financial Advisor Steve Peasley. |
| 0:35.8 | Good afternoon everybody and welcome to Invest Talk. |
| 0:40.3 | It is Tuesday, May 23rd, 2023. |
| 0:44.2 | I'm Steve Peasley. |
| 0:45.2 | I'm here to help you make the most of the strategy and stock and mutual funds and ETF decisions |
| 0:52.8 | you have to make to manage your portfolio and I appreciate you being with me here on |
| 0:58.6 | the radio program and podcast. |
| 1:01.8 | I'm always careful, very careful, just and I are very, very careful by giving you unbiased |
| 1:06.7 | answers and that's our goal to provide you with answers that are not, you know, that are |
| 1:12.4 | straight forward and honest and as clear as we can in the time allotted because most people |
| 1:21.4 | it's confusing and it's just difficult. |
| 1:25.7 | It's time consuming. |
| 1:26.7 | When I say it's difficult, it's difficult because there's so much information to manage. |
| 1:32.1 | That's what makes it difficult. |
| 1:33.8 | It's not hard information to understand but there's a lot of it and you have to manage |
| 1:38.8 | it and that makes for a difficult process to decide what do I need to do. |
... |
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