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InvestTalk

Generation X Faces Unique Retirement Challenges — Can They Catch Up?

InvestTalk

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

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

4.41.5K Ratings

🗓️ 4 September 2025

⏱️ 47 minutes

🧾️ Download transcript

Summary

With strategic planning, Generation X still has a path to financial security— but they have to overcome significant retirement hurdles—including limited savings and rising debt. 

Today's Stocks & Topics: DELL - Dell Technologies Inc., GEV - GE Vernova Inc., Market Wrap, Generation X Faces Unique Retirement Challenges — Can They Catch Up?, TTD - Trade Desk Inc., CAVA - Cava Group Inc., SG - Sweetgreen Inc., A-I and Shopping, IVOL -

Quadratic Interest Rate Volatility and Inflation Hedge ETF, AVB - Avalonbay Communities Inc., 401k Risk.



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Transcript

Click on a timestamp to play from that location

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.

0:27.1

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

0:34.9

Good afternoon, fellow investors, and welcome back to Investok.

0:39.5

This is our Wednesday, September 3rd, 2025 edition of Investstock and Labor Day is in the

0:47.8

Rearview Mirror and soon fall will be upon us.

0:52.0

But we're still in the month of September which historically is a more

0:56.9

challenging more volatile month and we're getting a bit of that already but you know what

1:02.1

does that ultimately mean for you know the medium long term because that's what's

1:06.2

most important you know one month is doesn't make a market it's's a string of months. And we're here to help

1:14.1

you right now and going forward and help you with lessons that you can take back to your own

1:19.6

personal situation and make better decisions. Make better risk versus reward decisions. Make better

1:25.0

decisions for your end goals and aligning your

1:29.4

strategy with your end goals. Because that's what this is all about is what are your financial

1:33.1

goals and how do you ultimately reach them? Sometimes it's being aggressive, sometimes it's being

1:40.2

conservative. It's kind of like driving your cars. Sometimes you use the brakes. sometimes you use the pedal, and sometimes you're coasting, right? So that's what you have to decipher

1:50.6

for every bucket of money that you might have. And, you know, how does, how does each one of those

1:57.9

type of strategies look, depending on your risk tolerance level,

2:02.5

the market trends, et cetera.

2:03.9

So we're here to unpack all of this and help you take that next step in your own journey

2:09.8

towards financial freedom.

...

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