InvestTalk 6-20-2024 – Retirement Income Strategies: From Saving to Spending
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 21 June 2024
⏱️ 49 minutes
🧾️ Download transcript
Summary
Struggling with your retirement income strategy?
Many retirees find themselves caught in the "retirement consumption puzzle" - unsure how to effectively use their savings to support their lifestyle.
Today's Stocks & Topics: VALE - Vale S.A. ADR, Market Wrap, GRPM - Invesco S&P MidCap 400 GARP ETF, DOX - Amdocs Ltd., V - Visa Inc. Cl A, The Psychology of Retirement Income: From Saving to Spending, HIMS - Hims & Hers Health Inc., Housing Market, TAYD - Taylor Devices Inc., Issued Shares, PCRFY - Panasonic Holdings Corp. ADR, A-I Stocks, EWZ - iShares MSCI Brazil ETF, DOJ vs. Adobe.
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Transcript
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| 0:00.0 | At a time when investors are confronted with market volatility and a variety of challenges |
| 0:09.7 | 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, |
| 0:29.0 | a registered investment advisor firm, |
| 0:31.0 | serving clients throughout the United States. |
| 0:34.7 | The clarity for your path forward starts now. |
| 0:39.7 | Here is KPP Financial portfolio manager Luke Guerrero. |
| 0:46.3 | Good afternoon. It is Thursday, June 20, 2024. My name is Luke Guerrero and this is Invest Talk and I will be your guide over this next hour on our daily journey to become a better and more informed investor. |
| 1:00.0 | Now how do we do that? Who decides the direction that this financial car drives? Well you do. |
| 1:06.0 | Because most importantly we like to take as many caller questions as we possibly can, |
| 1:10.0 | as many YouTube questions as we can, as many iTunes review questions as we can. |
| 1:15.0 | I pretty much just sit here hoping that you will call in live to 889 |
| 1:18.8 | charts, so please do not disappoint me today. |
| 1:22.2 | With that being said, in a little bit we'll cover the shows |
| 1:25.0 | topics for the day and talk about the market performance but as always we like |
| 1:29.2 | to get our first to our first caller question as quickly as we can. |
| 1:36.0 | Hello, Justina Luke, Chris from New York. I want to get your analysis on company Val, also the ticker is V-A-L-E. |
| 1:43.0 | It's about a little over 20% of my position, |
| 1:45.9 | I'm sorry, about 2% of my portfolio. |
| 1:49.4 | I'm down about 22% on the stack. I wanted to see your thoughts if I should be adding to get a full |
| 1:56.7 | position at 3% or if I should just cut my losses here. Look forward to the |
... |
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