InvestTalk 12-28-2023 – What’s Changing for Retirement in 2024?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 29 December 2023
⏱️ 48 minutes
🧾️ Download transcript
Summary
Inflation adjustments and the phase-in of legislation known as 'Secure 2.0' will have implications for retirement savers and retirees.
Today's Stocks & Topics: 401k, STLD - Steel Dynamics Inc., CCJ - Cameco Corp., POWL - Powell Industries Inc., Capital Gains, Young Investors, QQQ vs. QQQM, Cash in Money Markets.
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Transcript
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| 0:00.0 | This is invest talk. |
| 0:05.0 | Independent Thinking Share Success. |
| 0:08.0 | Justin Klein and Steve Piesley stand ready to take your finance and investment questions and share their |
| 0:15.2 | unbiased answers. |
| 0:17.7 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:26.2 | The clarity for your path forward starts now. |
| 0:30.5 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Clyde. |
| 0:37.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:43.2 | This is our Thursday, December 28th, 2023 edition. |
| 0:47.4 | And guess what? |
| 0:48.7 | We have one more trading day left in the year and then 2023 will be in the record books and |
| 0:57.1 | our job here is really to not look back too much on the year that was. It is important, but only important as to the lessons that will be gleaned |
| 1:15.9 | from those asset movements |
| 1:20.2 | and how we can apply them to next year and beyond. |
| 1:26.0 | And usually the best lessons are those that |
| 1:31.0 | are unexpected. |
| 1:37.0 | And to teach you that you should expect the unexpected. The expected path is really the one that actually plays out, just the way markets are. |
| 1:49.0 | So we're going to help you navigate not just 202424 but beyond. |
| 1:56.0 | So I'm Justin Klein and I'm excited for this hour with you, |
| 1:59.0 | answering your finance and investment questions |
| 2:01.0 | with my unbiased answers, developed with over 20 plus years of |
| 2:05.5 | investment experience. Now we're going to look at the market performance for it today, hint-tint, |
... |
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