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InvestTalk

InvestTalk 5-10-2024 – How Retirement Income Guardrails Can Ease Clients’ Worries

InvestTalk

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

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

4.41.5K Ratings

🗓️ 10 May 2024

⏱️ 48 minutes

🧾️ Download transcript

Summary

Effectively communicating withdrawal strategy improves the client experience.

(Retirement income guardrails—strategies that predetermine when spending retirement adjustments would be made and the spending adjustments themselves—have become increasingly popular in recent years.)

 

Today's Stocks & Topics: EQL - ALPS Equal Sector Weight ETF, Market Wrap, Financial Data on Companies, TSLA - Tesla Inc., HMC - Honda Motor Co. Ltd. ADR, How Retirement Income Guardrails Can Ease Clients’ Worries, ACLS - Axcelis Technologies Inc., MRVL - Marvell Technology Inc., TJX - TJX Cos., Bond Option, VDADX - Vanguard Dividend Appreciation Index Fund Admiral, The DOW, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Jim Simons, AAPL - Apple Inc.



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Transcript

Click on a timestamp to play from that location

0:00.0

At a time when investors are confronted with market volatility and a variety of challenges

0:09.8

fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures.

0:17.0

Luke Guerrero stands ready to take your finance and investment questions and share his unbiased answers.

0:25.0

Invest Talk is made possible by KPP Financial, a registered investment advisor firm,

0:31.0

serving clients throughout the United States.

0:34.8

The clarity for your path forward starts now.

0:39.7

Here is KPP Financial portfoliofolio Manager Luke Guerrero.

0:46.2

Good afternoon fellow investors and welcome back to Invest Talk.

0:50.1

Today is Friday, May 10th, 2024. My name is Lou Gereau and the objective for this podcast,

0:56.4

for this radio program, and now for this video, which you can find on YouTube every day,

1:01.2

is to help you become a better investor.

1:05.0

Now it's been a relatively quiet week in the market,

1:08.0

really off of the heels of a couple weeks that had some market moving news,

1:12.0

and before a week next week which we expect

1:14.7

we'll have some more market moving news and before we talk about any of that and

1:20.3

before we talk about some interesting items that I found today that could be shaping different industries,

1:27.0

as well as a story about a personal hero of mine.

1:31.0

And before I get to your finance and investment questions and run down what happened in the market today,

1:38.0

we're going to answer our first caller question now.

1:41.0

Hi, thank you for taking this call.

1:43.7

I have a question on a stock E.T.F.

1:46.2

The symbol EQL.

...

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