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InvestTalk

InvestTalk 6-4-2024 – Should Your Simple Retirement Portfolio Be More Complicated?

InvestTalk

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

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

4.41.5K 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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