InvestTalk 12-27-2023 – What Happens If You've Maxed Out Your 401(k)?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 28 December 2023
⏱️ 49 minutes
🧾️ Download transcript
Summary
A 401(k) account is useful but not always the best option and different retirement plans could be a better fit for you.
Today's Stocks & Topics: RDFN - Redfin Corp., CXT - Crane NXT Co., BLBD - Blue Bird Corp., Budget Deficit, CALF - Pacer US Small Cap Cash Cows 100 ETF, PCAR - Paccar Inc., Consumer Sentiment.
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Transcript
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| 0:00.0 | This is invest talk. |
| 0:05.0 | Independent Thinker, Share Success. |
| 0:08.0 | Justin Klein and Steve Piesley stand ready to take your finance and investment questions and share their |
| 0:15.1 | unbiased answers. |
| 0:17.1 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:25.0 | The clarity for your path forward starts now. |
| 0:30.0 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Clyde. |
| 0:35.0 | Good afternoon fellow investors. |
| 0:41.0 | Happy holidays and welcome back to Invest Talk. This is our Wednesday |
| 0:46.0 | December 27th 2023 edition and New Year's Eve is just a handful of days away. |
| 0:53.7 | We only have two more trading days in 2023. |
| 0:58.3 | So if you need to make things happen, you don't have much time. So tax loss selling, etc. All of that, |
| 1:07.0 | even tax gain harvesting. We highlighted that a week or two ago on the show and how important that can be. |
| 1:14.5 | It's also a strategy. |
| 1:15.5 | So, you know, 2023 is almost in the rearview mirror and soon, you And soon you're going to see headlines about the next year, which a lot of people will think will look like the last year and |
| 1:33.8 | odds are low that that is true. |
| 1:37.7 | Every year has its own idiosyncrasies and trends |
| 1:41.8 | and you need to be on top of that and that's what we are here to help you with. |
| 1:48.0 | Understanding what's going on in the markets both on a macro level, the broader economy, as well as on a micro level, |
| 1:58.4 | individual companies and sectors. |
| 2:03.0 | And then wrapping that in the cyclical nature of markets. |
| 2:11.0 | I would say there's every asset has its day in the sun. |
... |
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