9-1-2023 – How to Calibrate Your Target Savings Rate
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 1 September 2023
⏱️ 46 minutes
🧾️ Download transcript
Summary
Rules of thumb are better than nothing, but smart investors customize their own savings targets.
(You can hope investments will do all the heavy lifting on the road to retirement, but what you really need to do is take a close look at your budget in an effort to bump up your savings rate and reduce spending.)
Today's Stocks & Topics: DG - Dollar General Corp., Saudi Arabia's Oil Exports, Bond Exposure, NEE - NextEra Energy Inc., Mortgage Rates, SOFI - SoFi Technologies Inc., VET - Vermilion Energy Inc., RIO - Rio Tinto PLC ADR.
Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.4 | Just and client, Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.4 | and share their unbiased answers. |
| 0:18.2 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:23.5 | clients throughout the United States. |
| 0:26.4 | The clarity for your path forward starts now. |
| 0:30.8 | Here is KPP Financial President, financial advisor Steve Peasley. |
| 0:36.4 | Good afternoon everybody and welcome to Invest Talk. |
| 0:40.2 | It is Friday, September 1st, 2023. |
| 0:44.4 | As you know, Monday is a holiday. |
| 0:47.3 | I'm Steve Peasley on this program podcast. |
| 0:50.6 | I will be providing useful data and my unbiased perspective on that data and all the information |
| 0:59.5 | that's available to me through my computer systems and my pretty extensive reading, obviously |
| 1:05.3 | I love the read, so that's one of the things I do. |
| 1:07.7 | But doing it for 50 years, love doing this job. |
| 1:11.7 | My objective is always to help you become a better investor. |
| 1:16.2 | And I accomplished, at least I tried to accomplish this, by mixing in educational and actionable |
| 1:22.6 | material to you, on today's environment that we're in, investment-wise, economic-wise, |
| 1:31.8 | and I read some interesting articles I want to share with you today, at least parts of |
| 1:36.0 | those articles and we'll be doing that. |
| 1:39.3 | And hopefully you will contribute because this show is driven by your calls. |
| 1:45.2 | Your comments, your questions. |
... |
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