Gen X Can't Count on the Great Wealth Transfer for Retirement
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.3 • 1.5K Ratings
🗓️ 11 July 2025
⏱️ 48 minutes
🧾️ Download transcript
Summary
Many "Gen Xers" will have little inheritance, so they should prioritize their own retirement savings, debt reduction, and financial planning.
Today's Stocks & Topics: NUKZ - Range Nuclear Renaissance Index ETF, INQQ - INQQ The India Internet ETF (ETF), VTTSX - Vanguard Target Retirement 2060 Fund Investor (FUND), FNDF - Schwab Fundamental International Equity ETF (ETF), a listener question about CDs and T-Bills, a question from our YouTube channel viewers: BJ - BJ's Wholesale Club Holdings Inc. (NYS); plus Justin's market wrap, and Justin's talking points: 'Ponzi Finance' -- "When uncertainty rises, being able to finance yourself with your own cash flow becomes very important."; and the 50% Copper Tariffs.
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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, |
| 0:12.8 | independent thinking, shared success. InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.4 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:35.8 | Good afternoon, fellow investors, and welcome back to Investock. This is our Thursday, July 10th, |
| 0:42.1 | 2025 edition. And we are, we're almost into earning season. Okay. And almost halfway through |
| 0:50.6 | the month of July, right? One more trading day. Then we get the weekend and we're |
| 0:55.0 | halfway there. So summer, as usual, is flying by. And regards to the markets and the economy, |
| 1:04.7 | there's a lot of headlines. But right for right now, we're kind of grinding higher. We'll dig into the details of today's show in a little bit. |
| 1:13.8 | But ultimately, this show is not just about today. |
| 1:17.0 | It's about what today can teach you, what mindset you can create so that you can make consistently good decisions with your money. |
| 1:27.4 | And our job is to bring you data and perspective so that you can make consistently good decisions with your money and our job is to bring you |
| 1:29.4 | data and perspective so that you can think about your situation dynamically not just going out there |
| 1:38.2 | on the internet trying to find tips it's really about understanding the facts on the ground and staying grounded in your framework, |
| 1:52.0 | not just following the narrative because narratives change. |
| 1:57.0 | What doesn't change is the fundamentals of businesses and markets. |
| 2:04.6 | Right. |
| 2:05.3 | The fundamental guide that you should go by has to do with what is actually happening on the ground not using your preconceived biases that you bring |
| 2:23.8 | because of maybe your political affiliation or the background that you grew up in whether |
| 2:32.0 | that's wealthy middle class poor it doesn't matter market |
| 2:35.4 | doesn't care about that okay and that's what we are here to help you with is to |
| 2:41.4 | center you into what is tried and true when it comes to the investment world |
| 2:49.1 | and that is not using emotions, fear and greed, but focusing on the facts. |
... |
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