InvestTalk 11-22-2023 – What Are the Rules for Cashing Out Your IRA?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 23 November 2023
⏱️ 49 minutes
🧾️ Download transcript
Summary
As you age, the rules for withdrawing money from your IRA change.
Today's Stocks & Topics: AOS - A.O. Smith Corp., MTCH - Match Group Inc., ATAI - ATAI Life Sciences N.V., CMPS - COMPASS Pathways PLC ADR, EV Push, PTON - Peloton Interactive Inc., Bonds, U.K. vs. VISA and Master Card.
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
| 0:14.1 | At a time when investors are confronted with market volatility and a variety of challenges fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures. |
| 0:18.6 | Justin Klein and Steve Peasley stand ready |
| 0:21.4 | to take your finance and investment questions and share their unbiased answers. |
| 0:27.0 | This is Invest Talk. Independent thinking, shared success. Invest Talk is made possible by KPP Financial, |
| 0:35.0 | a registered investment advisor firm serving clients throughout the United States. |
| 0:40.0 | The clarity for your path forward starts now. |
| 0:45.0 | Here is KPP Chief Executive Officer, Financial Advisor Justin Clyde. |
| 0:52.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:57.0 | This is our Wednesday, November 22nd, 2023 edition. |
| 1:01.0 | And that means we are one day away from Thanksgiving so a special |
| 1:06.8 | Happy Thanksgiving to all of you. I hope everyone has some exciting plans for tomorrow. |
| 1:13.2 | Now as you not as usual as usual, |
| 1:15.4 | but we have a special guest with us |
| 1:17.8 | and that is Luke Guerrero. |
| 1:19.2 | I know Luke, you are a big Thanksgiving fan, |
| 1:21.8 | aren't you? I am a big Thanksgiving fan as well as a big Thanksgiving fan, aren't you? |
| 1:22.6 | I am a big Thanksgiving fan, as well as a big Thanksgiving Eve fan. |
| 1:27.1 | Ah, well that's today. |
| 1:29.4 | And is that because of the football tomorrow? |
| 1:31.5 | Is that what it is? |
| 1:33.0 | Honestly, I'm not sure why I like it so much. |
| 1:35.7 | I think it's mostly because, you know, when you go home for Thanksgiving, |
... |
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.