7-5-2023 – Have You Developed Your Retirement Investing Road Map?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 6 July 2023
⏱️ 47 minutes
🧾️ Download transcript
Summary
As you design your 'in-retirement' financial plan, there are key tasks you need to tackle.
(You'll need to think about asset allocation, Social Security benefits, annuities, withdrawal rates, and more.)
Today's Stocks & Topics: America's Factory Boom, UNG - United States Natural Gas Fund L.P., WOOF - Petco Health & Wellness Co. Inc., AMRC - Ameresco Inc. Cl A, How Older Americans Are Investing, MMM - 3M Co., Annuities, Working at Home vs. Working at the Office.
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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. |
| 0:17.6 | 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. |
| 0:37.4 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:41.1 | This is our Wednesday July 5, 2023 edition and I hope all of you had a wonderful holiday |
| 0:48.6 | yesterday and when Fourth of July comes that means that summer has officially arrived |
| 0:57.6 | in all parts of the northern hemisphere and I'm sure for a lot of you air conditioning |
| 1:04.2 | is in order nowadays but you know investors who enjoy comfort, well they strategize how |
| 1:11.4 | to manage their portfolios are many of you. |
| 1:16.7 | Now I'm Justin Klein, I'm here today to help you become a better investor as always |
| 1:22.1 | giving you dad and perspective with over 20 years of investment experience. |
| 1:27.6 | And today's podcast is going to blend my comments with what you the listener provide in |
| 1:32.4 | the way of questions and topics that you set the table with with your calls. |
| 1:37.5 | Now we don't pre-screen our live calls, we take them as they come and we take what you |
| 1:42.7 | throw at us and live in in real time. |
| 1:46.2 | So we don't have a hidden agenda or here to encourage you to make the most of your |
| 1:52.4 | capital and your time and you do that by eliminating counterproductive habits like letting |
| 1:59.8 | emotions seep into your thought process and refraining from chasing headlines and chasing |
... |
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