InvestTalk 1-25-2024 – Report: Over One-Third of US Financial Advisors Plan to Retire Within 10 Years
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 26 January 2024
⏱️ 45 minutes
🧾️ Download transcript
Summary
For investors, succession planning is critical because advisors of age 55 and older account for 42 percent of head count and 57 percent of assets.
Today's Stocks & Topics: AFG - American Financial Group Inc., Where to Invest, BTI - British American Tobacco PLC ADR, Insurance Companies, Gross Domestic Product (GDP), IRBO - iShares Robotics & Artificial Intelligence Multisector ETF, VZ - Verizon Communications Inc., Stock Screeners, Chinese Investors.
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Transcript
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| 0:00.0 | This is invest talk. |
| 0:05.0 | Independent thinking shared success. |
| 0:08.0 | Justin Klein and Steve Peasley stand ready to take your finance and investment questions and share their |
| 0:15.1 | unbiased answers. |
| 0:17.6 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:26.1 | The clarity for your path forward starts now. |
| 0:30.4 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:37.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:41.0 | This is our Thursday, January 25, 2024 edition. |
| 0:46.4 | And as investors, you probably realize |
| 0:48.6 | that the investing environment has changed. |
| 0:52.0 | It's shifted and it's a challenging environment as always, but even more |
| 0:59.2 | so today and we are here to guide you. I'm Justin Klein and my goal each and every week day is to |
| 1:08.6 | shed some light on today's news events, give you some perspective on how they might impact your decision-making |
| 1:17.9 | process when it comes to your finances, and hopefully give you some actionable material that can that you can take |
| 1:30.1 | back and apply to your own personal situation. |
| 1:34.0 | Everyone's different. |
| 1:35.9 | Everyone starts at a different place |
| 1:37.4 | and their goals are different as well. |
| 1:40.5 | But the fundamentals of smart investing, smart money decisions, that's universal. |
| 1:47.0 | And that's what we are here to instill. |
| 1:51.0 | And it's something that doesn't happen in one day or one show it takes |
... |
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