Are You Missing the Key Steps to Maximize Your Retirement in the Next 30 Years?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 28 August 2025
⏱️ 49 minutes
🧾️ Download transcript
Summary
If you’ve got thirty years to go before retirement, you have time to learn how strategic asset allocation, consistent contributions, and adjusting for risk can help build a solid foundation for financial independence.
Today's Stocks & Topics: CROX - Crocs Inc., CAIE - Calamos Autocallable Income ETF, Market Wrap, Are You Missing the Key Steps to Maximize Your Retirement in the Next 30 Years?, R - Ryder System Inc., TSM - Taiwan Semiconductor Manufacturing ADR, Enterprise Software, Financial Terminology, ADBE - Adobe Inc., 401k Rollover, MATX - Matson Inc.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. |
| 0:13.2 | Independent thinking, shared success. |
| 0:17.6 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.0 | Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:33.7 | Good afternoon, fellow investors, and welcome back to Invest Talk. I'm Luke Guerrero, and today's |
| 0:40.7 | Wednesday, August 27th, 2025. Now, I don't have to tell you, this month is gone by pretty darn |
| 0:51.3 | quickly. There are only two trading days left in August, this Thursday, this Friday. |
| 0:58.4 | Then by the time we come back after the holiday, it's already September. Then Halloween will be |
| 1:04.1 | around the corner. Thanksgiving, the holidays. And we run it all back in January of 2026. |
| 1:12.6 | And what a year it's been. What a year of change? |
| 1:14.6 | Certainly not a boring year. |
| 1:17.6 | And through it all, we hope that we here at InvestTalk have at least made progress |
| 1:22.6 | towards fulfilling our mission to help you become a better and more informed investor. Now we meet here |
| 1:30.5 | each and every day except on holidays like on Monday and we bring you a mixture of educational items. |
| 1:38.1 | We bring you some actionable material. We bring you stories. We bring you things that we think we need to raise awareness about. |
| 1:47.0 | But you're part of this too. You bring us finance and investment questions over there on our YouTube, on our anytime listener line, and sometimes by calling in live throughout this show. |
| 1:59.0 | Now in just a bit, we'll talk about today's market performance and run down the show topics. |
| 2:06.4 | But first, let's tackle this caller question now. |
| 2:08.9 | Hi, this is Dan from Walnut Creek, and I had a question about Crocs, Luxemble C-R-O-X, |
| 2:14.4 | and I was wondering if this was a good time to purchase it. |
| 2:17.4 | Thank you. So look at Crocs, if you |
| 2:19.9 | are familiar with this brand. They are very well known within the footwear space for their |
... |
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