InvestTalk 6-4-2024 – Should Your Simple Retirement Portfolio Be More Complicated?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 5 June 2024
⏱️ 49 minutes
🧾️ Download transcript
Summary
Less is generally more, but there are exceptions.
(If you think about managing a whole portfolio in retirement, give yourself a little bit of wiggle room to specify where you go for those withdrawals on a year-to-year basis.)
Today's Stocks & Topics: Index-Linked Variable Annuities, Market Wrap, RIO - Rio Tinto PLC ADR, Should Your Simple Retirement Portfolio Be More Complicated?, SFM - Sprouts Farmers Market Inc., STRL - Sterling Infrastructure Inc, Tax-Loss, Energy Sector, Is the Consumer Finally Slowing, Caller Offer Condolences About Steve Peasley, SU - Suncor Energy Inc., CVE - Cenovus Energy Inc., TTC - Toro Co., The Boomer Generation.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on Invest Talk. |
| 0:05.0 | And for our podcast subscribers, this is Invest Talk, above average investing for the average investor. |
| 0:16.0 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:26.4 | Here is KPP Financial, Chief Executive Officer, Financial Advisor Justin Klein. Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:38.0 | This is our June 4th, 2024 edition of Invest Talk. |
| 0:42.8 | I'm Justin Klein and the objective here is the same as it is every day and that is to help you |
| 0:49.1 | become a better investor. |
| 0:50.8 | We do this by bringing topics to the table that we think are relevant and important to discuss about either today's markets environment economic environments or just a lesson that you can take away to your own personal situation so that you can make better decisions. |
| 1:08.0 | So you can capitalize on the opportunities and you can avoid the pitfalls and there are many of each at any |
| 1:16.0 | given time and so you need to have your head in a swivel and and be prepared. |
| 1:22.0 | So that you continually make positive steps forward. |
| 1:26.7 | You don't have big steps backwards. |
| 1:29.3 | And that's what this is about. |
| 1:30.2 | It's not one giant step forward you're going to make in any particular day. |
| 1:35.0 | You might make that in a year's time, but no single day is going to get you where you want to go. |
| 1:42.0 | It's about one step at a time towards the right direction. |
| 1:46.5 | And that direction is towards financial freedom. |
| 1:50.2 | And that said, |
| 1:55.0 | said, we will talk about the Mark performance for today and run down some show topics, |
| 2:00.7 | but right after we tackle our first caller question now. |
| 2:04.4 | Hey Stephen Luke, longtime listener and condolences to Steve and his family. |
| 2:09.2 | I had a question for you receive a |
... |
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