5-24-2023 – Could Require Minimum Distributions Cause You to Overspend?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 25 May 2023
⏱️ 44 minutes
🧾️ Download transcript
Summary
The calculations for RMDs are more conservative than many people realize—especially now.
Today's Stocks & Topics: Small Time Investors, The Oil Markets and Oil Reserves, DIS - Walt Disney Co., KHC - Kraft Heinz Co., Technical Indicators, NUGT - Direxion Daily Gold Miners Index Bull 2X Shares, The Debt Ceiling, LDOS - Leidos Holdings Inc., EBS - Emergent Biosolutions Inc., CF - CF Industries Holdings Inc.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.0 | Just and client and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.3 | and share their unbiased answers. |
| 0:18.0 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:23.3 | clients throughout the United States. |
| 0:26.2 | The clarity for your path forward starts now. |
| 0:30.5 | Here is KPP Chief Executive Officer, financial advisor Justin Klein. |
| 0:38.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:41.8 | This is our Wednesday, May 24th, 2023 edition. |
| 0:45.4 | I'm Justin Klein. |
| 0:46.4 | I'm here today to help you become a better investor, simple as that. |
| 0:51.8 | And I do that by giving you the right data and perspective that have developed over 20 |
| 0:57.9 | plus years of investment experience. |
| 1:00.7 | And of course, I'm going to blend what I want to talk about and my comments about today's |
| 1:06.2 | market and environment with the questions that you bring, the topics you select. |
| 1:13.3 | And that's ultimately what this is about. |
| 1:14.8 | You set the table for today's show. |
| 1:18.8 | And that's why you're a vital part of every Invest Talk podcast. |
| 1:23.8 | Now here in Invest Talk, we do not pre-screen our live calls in order to shape the show. |
| 1:30.0 | Just a quick background. |
| 1:31.6 | I have a team behind me and they take the calls. |
| 1:37.7 | And then I get an instant message that says, hey, John from Indianapolis wants to talk |
... |
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