6-1-2023 – When Your Retirement Confidence Drops, Focus On 4 Key Areas
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 2 June 2023
⏱️ 46 minutes
🧾️ Download transcript
Summary
A combination of high inflation and a low level of savings are prompting many people to question their ability to retire well.
(If investors act in four key areas, experts say it could help improve their lifestyles.)
Today's Stocks & Topics: EXPE - Expedia Group Inc., Energy Space, Earnings Season, Vaccine Makers are Struggling, Credit Unions, SNOW - Snowflake Inc., Portfolio Management, Bond Funds, Market Rally, ABBV - AbbVie Inc., JNJ - Johnson & Johnson.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:08.9 | Just and client and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.1 | and share their unbiased answers. |
| 0:17.8 | 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. |
| 0:30.4 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:38.1 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:41.5 | This is our Thursday June 1st, 2023 edition and as we usually do with Thursdays, we have |
| 0:48.5 | Lucrara with us. |
| 0:49.5 | Thanks for coming. |
| 0:50.5 | Excited to be here on the first of many gloomy days in June, I imagine. |
| 0:54.6 | Yes, we call it May Gray around here. |
| 0:56.9 | It's definitely been a very, very gray May and it continues today with June, usually it |
| 1:02.8 | clears up mid-June. |
| 1:03.9 | So it's like half June gloom. |
| 1:06.1 | Half June gloom. |
| 1:07.1 | At least here down in Laguna Beach. |
| 1:08.1 | Now, we are here to not talk about the weather but talk about your investments and your |
| 1:15.5 | goals and the data and perspective you need in order to make good decisions with your |
| 1:20.6 | money. |
| 1:21.6 | And doing this for over 20 years, it feels crazy and learned a lot and the goal is to partake |
... |
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