5-27-2022 – 7 Steps to Estimating Your In-Retirement Cash Flow Needs
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 28 May 2022
⏱️ 47 minutes
🧾️ Download transcript
Summary
Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.
Today's Stocks & Topics: UPST - Upstart Holdings Inc., Personal Consumption Expenditures (PCE) Report, Fertilizers, Limited Partnerships SLB - Schlumberger Ltd., VMW - VMware Inc., LLY - Eli Lilly & Co., GLT - Glatfelter Corp., Business Cycle.
Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.
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, on This In Vest Talk Podcast, Steve Peasley listens to your questions. |
| 0:08.0 | This is Kevin, calling from like a sense of California, kind of planning ahead for the future, |
| 0:13.0 | thinking of establishing primary residents in a state with no state in contact. |
| 0:19.0 | And provides unbiased answers. |
| 0:22.0 | Good question, though. Good thought process and always good to look forward. |
| 0:26.0 | I think this really was. Seven or nine states I have no income tax. |
| 0:30.0 | In Vest Talk, over 42 million downloads and counting. |
| 0:35.0 | Across America and around the world, your participation makes it unique. |
| 0:42.0 | 888-99 chart. |
| 0:50.0 | At a time, when investors are confronted with market volatility |
| 0:54.0 | and a variety of challenges fueled by the uncertainty of inflation, |
| 0:58.0 | unsettled geopolitical tensions, and economic pressures. |
| 1:02.0 | Justin Klein and Steve Peasley stand ready to take your finance and investment questions |
| 1:08.0 | and share their unbiased answers. |
| 1:11.0 | This is In Vest Talk, independent thinking, shared success. |
| 1:16.0 | In Vest Talk is made possible by KPP Financial, a registered investment advisor firm, |
| 1:21.0 | serving clients throughout the United States. |
| 1:25.0 | The clearing for your path forward starts now. |
| 1:29.0 | Here is KPP Financial President, Financial Advisor Steve Peasley. |
| 1:36.0 | Good afternoon, everybody, and welcome to In Vest Talk. |
| 1:40.0 | It is Friday, May 27, 2022. I took a couple of days off, so I appreciate you being with me today. |
| 1:47.0 | I'm Steve Peasley, and look forward to doing this podcast every day. |
... |
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.