8-15-2023 – Would the 4% Rule for Retirement Withdrawals Leave You Broke?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 16 August 2023
⏱️ 47 minutes
🧾️ Download transcript
Summary
We will look at one of the most common rules of thumb for retirement withdrawals, and why you might think twice before using it.
Today's Stocks & Topics: Retail Sales, Home Building, China’s Big Sale-off, Minimum Distribution Mistakes, LMND - Lemonade Inc., AMD - Advanced Micro Devices Inc., Cach-Out Refinance, AIT - Applied Industrial Technologies Inc., MDT - Medtronic PLC, WM - Waste Management Inc., VALE - Vale S.A. ADR, NNI - Nelnet Inc. Cl A.
TRIVIA: "What are some examples of “forever assets” that will earn you passive income and/or appreciate in value-- thereby allowing you to "make money while you sleep"?
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:08.9 | Just in 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. |
| 0:30.5 | Here is KPP Financial President, Financial Advisor Steve Peasley. |
| 0:36.0 | Good afternoon everybody and welcome to Invest Talk. |
| 0:40.0 | It is Tuesday, August 15, 2023. |
| 0:43.6 | And of course as I look at the calendar, the time just keeps on marching by. |
| 0:48.1 | Soon, summer is going to end pretty soon. |
| 0:50.6 | Kids are already back in school in our area that just started this week or last week. |
| 0:55.7 | I remember when I was young, we always started at the beginning of September. |
| 1:00.3 | I don't know, maybe they get more days after in the school year now. |
| 1:03.6 | I don't know. |
| 1:04.6 | I'm Steve Peasley, I'm here today to help you become a better investor. |
| 1:08.0 | That's my job. |
| 1:09.7 | And I can do that by giving you sound data and perspective based on the 50 plus years |
| 1:16.5 | I've been doing this. |
| 1:18.4 | I have 50 years plus investment experience, but you know, just because someone has that |
| 1:23.0 | many years of investment experience doesn't make them necessarily a good investor. |
| 1:28.9 | I mean, I used to complain many years ago that my bosses were not too bright. |
... |
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