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InvestTalk

Great Wealth Transfer Taking Longer Than Expected

InvestTalk

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

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

4.41.5K Ratings

🗓️ 19 February 2025

⏱️ 52 minutes

🧾️ Download transcript

Summary

Baby Boomers are choosing to retain their wealth longer, which is slowing down the anticipated $80 trillion generational wealth transfer.

 

Today's Stocks & Topics: VITL - Vital Farms Inc., MDT - Medtronic PLC, REPX - Riley Exploration Permian Inc., Market Wrap, Great Wealth Transfer Taking Longer Than Expected, JAAA - Janus Henderson AAA CLO ETF, XHB - SPDR S&P Homebuilders ETF, SFM - Sprouts Farmers Market Inc., Volatility, CGBD - Carlyle Secured Lending Inc., F - Ford Motor Co., AES - AES Corp., Gold.



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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. Incependent Thinking, shared success.

0:17.7

InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States.

0:27.2

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

0:34.9

Good afternoon, fellow investors, and welcome back to Invest Talk. This is our Tuesday, February

0:41.0

18th, 2025 edition. I'm excited to be with you for this holiday shortened week. I hope everyone

0:48.1

had a wonderful holiday weekend. And the year is bringing fresh challenges. have a new administration a lot going on and

0:57.5

a lot of market moves underneath the surface even though the market is kind of chopping sideways

1:02.3

up a little bit so far this year there's there's a lot of volatility underneath the surface

1:08.3

and we'll dig into that story and much more on today's show.

1:14.3

And this hour is going to be about you and your questions, your thoughts, your comments.

1:21.1

We encourage all of them. That's what drives this show. I'll give you perspective and data that hopefully you can take back to your

1:29.3

personal situation, but nothing will hit home to your personal situation more than an actual call

1:35.4

from you. And so that's why our main job here is to answer your calls at 8 to 899 chart.

1:43.6

Anything money related, finance-related investment-related we are here

1:49.1

to answer your calls so don't hesitate to reach out four to five specific time live we love talking

1:55.7

to our live callers as well as those that record after hours if you're listening after hours no

2:00.8

big deal.

2:01.5

Call the same number, and you can leave your message.

2:04.4

You will answer it on a future show.

2:06.5

Now, in just a bit, we'll talk about today's market performance

2:08.7

and run down the show topics.

2:10.2

But first, as usual, we will hit our first caller question now.

...

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