Great Wealth Transfer Taking Longer Than Expected
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K 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.
Our Sponsors:
* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com
* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me
* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai
* Check out Progressive: https://www.progressive.com
* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com
* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com
Advertising Inquiries: https://redcircle.com/brands
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. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

