6-27-2023 – 3 Current-- But Imperfect-- Sources of Retirement Income
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 28 June 2023
⏱️ 79 minutes
🧾️ Download transcript
Summary
Treasury bonds and TIPS ladders are backed by the United States government, while annuities ease the danger of outliving one’s money-- however, each also has drawbacks.
Today's Stocks & Topics: Economic Numbers, Inflation, Raw Materials Demand, STAG - STAG Industrial Inc., Using RSUs, ARCC - Ares Capital Corp., MRO - Marathon Oil Corp., SPHQ - Invesco S&P 500 Quality ETF, 529 Plan, ET - Energy Transfer LP, SAM - Boston Beer Co. Cl A.
TRIVIA: "What is COSTCO's new policy announcement? And, by the numbers... how many cardholders does the company have-- and how many households are members?"
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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. |
| 0:30.7 | Here is KPP Financial President, Financial Advisor Steve Peasley. |
| 0:36.2 | Good afternoon everybody and welcome to Invest Talk. |
| 0:40.5 | It is Tuesday, June 27, 2023. |
| 0:44.0 | I'm Steve Peas, I'm here today to help you become a better investor. |
| 0:48.1 | I can do that by giving you some data and some perspective and all the information I can |
| 0:52.9 | on a question that you can ask. |
| 0:56.1 | I've done this for over 20 years, so I think I'm getting pretty decent at it. |
| 1:04.1 | By the top of the podcast today and I may make you aware of a special new insight wealth |
| 1:10.0 | webinar where having come up tomorrow, June 28, the title is Rates and Real Estate and |
| 1:17.1 | it's free, a free webinar. |
| 1:20.3 | We're going to provide valuable investing insights for the commercial and residential |
| 1:26.1 | real estate markets for 2023. |
| 1:29.8 | Topics covered will include the world of REITs, real estate investment, trust, great way |
| 1:34.4 | to drive income and we have a scheduled deferred sales trust expert. |
| 1:42.4 | His name is Kent Levarb and he will be part of the webinar. |
| 1:47.2 | So I encourage you to make plans to join us for our free wealth webinar that's coming |
... |
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