5-30-2023 – How to Sequence Withdrawals in Retirement
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 31 May 2023
⏱️ 46 minutes
🧾️ Download transcript
Summary
There are strategies to help retirees smooth out their tax bills in the drawdown phase.
(One tip: Identify the tax bracket that you want to fill knowing it varies by investors.)
Today's Stocks & Topics: Controlling the Market, PTY - PIMCO Corporate & Income Opportunity Fund, Timing the Market, UPST - Upstart Holdings Inc., TGT - Target Corp., VFC - VF Corp., Home Prices.
TRIVIA: "Can you name 3 or 4 'worst advice' behaviors which MOST PEOPLE probably still believe?"
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Transcript
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| 0:00.0 | At a time, when investors are confronted with market volatility and a variety of challenges |
| 0:11.6 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures, |
| 0:19.1 | just in climb and Steve Peasley, stand ready to take your finance and investment questions |
| 0:24.1 | and share their unbiased answers. |
| 0:27.3 | This is Invest Talk, independent thinking, shared success. |
| 0:32.5 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:37.9 | clients throughout the United States. |
| 0:41.2 | The clarity for your path forward starts now. |
| 0:45.6 | Here is KPP Financial President, Financial Advisor, Steve Peasley. |
| 0:50.6 | Good afternoon everybody and welcome to Invest Talk. |
| 0:55.2 | It is Tuesday, May 30, 2023. |
| 0:58.8 | The Memorial Day weekend is now in the rear-view mirror. |
| 1:01.9 | I hope everybody had a good time and hope you had a nice celebration. |
| 1:10.7 | Here in Southern California, it's almost rainy. |
| 1:13.4 | The mist is so heavy, it's almost like rain, it's not a normal weekend for us, usually |
| 1:19.6 | that by this time we're having pretty sunny days, maybe morning gloom in the morning because |
| 1:24.5 | I'm closer to the ocean, but generally it burns off and I have a nice sunny afternoon, |
| 1:29.2 | but not for a week or two we've been in this very different weather, it's kind of nice, |
| 1:35.0 | it's kind of cool. |
| 1:36.0 | I'm Steve Peasley, I'm here today on the radio program and podcast to help you make |
| 1:40.6 | most of your portfolio strategy decisions. |
| 1:45.4 | What do you buy? |
... |
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