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InvestTalk

9-19-2023 – 4 Dangerous Assumptions That Could Hurt Your Retirement Plan

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

News Commentary, Business News, Business, Investing, News, Entrepreneurship

4.41.5K Ratings

🗓️ 20 September 2023

⏱️ 46 minutes

🧾️ Download transcript

Summary

By the time retirement savers realize the error of their ways, it may be too late.

 

Today's Stocks & Topics: GE - General Electric Co., Oil, PLBYPLBY Group Inc., Annuities, JEPQ - J.P. Morgan Nasdaq Equity Premium Income ETF, JEPI - JPMorgan Equity Premium Income ETF, SUN - Sunoco L.P., EQT - EQT Corp., Bonds.



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Transcript

Click on a timestamp to play from that location

0:00.0

This is Invest Talk, independent thinking, shared success.

0:09.4

Just in client and Steve Peasley, stand ready to take your finance and investment questions

0:14.4

and share their unbiased answers.

0:18.1

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

And clarity for your path forward starts now.

0:30.7

Here is KPP Chief Executive Officer, Financial Advisor, Justin Klahn.

0:37.9

Good afternoon fellow investors and welcome back to Invest Talk.

0:42.2

This is our Tuesday, September 19, 2023 edition.

0:45.8

I am Justin Klahn and I am excited for this hour with you to give you some actionable

0:50.6

materials, some good data that will help.

0:55.4

In force, reinforce your line of thinking, your thought process when it comes to making

1:04.4

smart decisions with your money.

1:06.9

That was happening in the economy, different sectors, etc.

1:09.5

We are going to cover this all on today's show and of course I am going to bring it all

1:14.2

with an unbiased perspective, develop more than 20 plus years of investment experience.

1:19.2

So we are going to talk about the market performance, we are going to run down some show topics,

1:23.6

but as always we are going to pivot to our first listener question now.

1:28.3

Just calling about general electric company, ticker symbol GE, what is a good entry point

1:34.9

for this stock and also what sector is it considered, I don't think it would be growth,

1:40.2

is it value and kind of what is the backdrop of that sector right now during the economic

1:45.4

stock.

...

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