Don’t Compare Your Retirement Investments to the S&P 500
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 7 January 2025
⏱️ 49 minutes
🧾️ Download transcript
Summary
Judicious retirement planning should be more nuanced than simply tracking the performance of the S&P 500.
Today's Stocks & Topics: AEP - American Electric Power Co. Inc., Market Wrap, OLP - One Liberty Properties Inc., China’s Industrial Overcapacity, LMT - Lockheed Martin Corp., Buying Corporate Bonds, Don’t Compare Your Retirement Investments to the S&P 500, COP - ConocoPhillips, PPG - PPG Industries Inc., BWXT - BWX Technologies Inc., Productivity.
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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. |
| 0:27.2 | Justin Klein and Luke Guerrero stand ready to take your finance and investment questions and share their unbiased answers. |
| 0:40.1 | Good afternoon, fellow investors, and welcome back to Invest Talk. |
| 0:44.8 | This is our January 6th, 2025 edition. |
| 0:50.5 | Still getting used to that. |
| 0:51.5 | You know, it's a new year. |
| 0:53.3 | New things are happening. |
| 0:54.5 | And 2025 is fresh and new to us. |
| 0:58.7 | So we are excited for this hour with you. |
| 1:02.8 | And this year with you, this is our first show of the new year. |
| 1:06.3 | And to celebrate that, we have Luke Guerrero with me. |
| 1:10.3 | Usually we are separate, but we figured |
| 1:13.1 | why not give them two for the price of one, right, Luke? Well, hopefully 2025 is about coming together, |
| 1:18.9 | right? And so now you and I are coming together to do this. And in your defense, neither of us |
| 1:23.2 | has said 2025 on the air yet. So it makes sense that we would flub it a little bit when we |
| 1:28.0 | mentioned the new year. Exactly. And hopefully we don't have any more mistakes throughout |
| 1:34.6 | this show. But we will have mistakes throughout the year. So expect that. That's just being |
| 1:41.3 | human. And that comes with hosting a show like this, but also comes with investing. |
| 1:46.1 | And, you know, our job here is to help you minimize those mistakes, just like we try to minimize our mistakes for ourselves and our clients. |
| 1:55.8 | But mistakes are a part of the game, just as opportunities are. And we're here to help you with that as well. |
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