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InvestTalk

How to Retire with Little Savings

InvestTalk

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

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

4.31.5K Ratings

🗓️ 28 May 2025

⏱️ 45 minutes

🧾️ Download transcript

Summary

Even with limited savings, you can still retire comfortably by assessing your finances, exploring part-time work or downsizing, maximizing retirement contributions... and more. 

Today's Stocks & Topics: WMB - Williams Cos., Market Wrap, Relocated Some of My Portfolio from the US to Europe, How to Retire with Little Savings, CIVI - Civitas Resources Inc., Canadian Mutual Funds, Setting a Limit Order, A-I and Your Job, Global Funds, VT - Vanguard Total World Stock ETF, AVGE - Avantis All Equity Markets ETF, AVGV - Avantis All Equity Markets Value ETF, TTC - Toro Co., International Bond Markets.



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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. Incependent thinking, shared success.

0:17.8

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

0:27.1

Here is KPP Financial Portfolio Manager, Luke Guerrero.

0:33.7

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

0:38.3

I'm Lou Guerrero, and today's Tuesday, May 27th, 2025.

0:44.3

Now, hopefully you all had a relaxing weekend with your loved ones, with your friends, with your families,

0:52.3

and did not lose sight of the sacrifices of all of those

0:57.5

who gave their lives such that we can live in a country that provides us with opportunities

1:03.3

to make ourselves better. And so, that is really what this show is about, trying to make ourselves better.

1:16.6

In our case, here at InvestTalk, we think that becoming more educated about by paying more attention

1:22.6

to, by being able to sort through more of the noise, the stories, the drivers, that we can become better,

1:31.4

more informed investors.

1:33.2

And so we meet here almost each and every day.

1:36.1

Certainly we take holidays off.

1:38.2

We're not crazy.

1:40.2

But the point and the goal is the same.

1:43.9

Now, in order to do that, we bring you educational items, we bring you actionable items.

1:47.9

But more importantly, most importantly, we answer your finance and investment questions

1:54.3

through your live calls, through your voicemails, through the questions you leave us

1:59.1

in the comment section of our YouTube channel and in the

2:01.9

our iTunes review section.

2:05.5

And so with that being said, before we take a look at today's market performance, before we

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