5-9-2023 – Is It a Good Idea to Align Retirement Withdrawals with Your 'Portfolio Performance'?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 10 May 2023
⏱️ 46 minutes
🧾️ Download transcript
Summary
Dynamic retirement-spending strategies can help retirees spend more from their portfolios than spending strategies that aim to supply the same real withdrawals year after year.
Today's Stocks & Topics: FCC vs. Cryptocurrency Exchanges, Apple Bonds, FRCB - First Republic Bank, UPST - Upstart Holdings Inc., Credit Cards Interest Rates, The Dollar, BOH - Bank of Hawaii Corp., XLE - Energy Select Sector SPDR ETF, HBI - Hanesbrands Inc., FFWM - First Foundation Inc.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.7 | Just in client and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.7 | and share their unbiased answers. |
| 0:18.4 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:23.7 | clients throughout the United States. |
| 0:26.6 | The clarity for your path forward starts now. |
| 0:31.1 | Here is KPP Financial President, Financial Advisor, Steve Peasley. |
| 0:36.9 | Good afternoon everybody and welcome to Invest Talk. |
| 0:40.5 | It is Tuesday, May 9, 2023. |
| 0:44.2 | And if you're looking at the market or paying attention at all, you know it's not doing |
| 0:47.8 | very well. |
| 0:48.8 | It's not doing terrible either. |
| 0:50.6 | It's just not doing well. |
| 0:53.5 | And it has performed poorly over the last year in four months, four months and nine days |
| 0:59.4 | or so. |
| 1:00.4 | And I do think, and you know, I've been telling you constantly that I don't think it's |
| 1:04.2 | going to do great until the end of the year and maybe we'll start a rally. |
| 1:09.1 | That's what I think. |
| 1:10.1 | But no one really knows. |
| 1:11.6 | No one ever really knows where the market's going to go. |
| 1:15.8 | I'm just basing on my own personal experience over the decades I've been doing this. |
| 1:21.0 | Here's what you also got to realize. |
... |
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