Maximize Retirement Savings: Diversify Beyond 401(k) and Roth IRA
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 18 September 2024
⏱️ 50 minutes
🧾️ Download transcript
Summary
By incorporating brokerage accounts, health savings accounts (HSAs), and other options, you can enhance tax efficiency and gain more control over your withdrawals.
(This approach helps mitigate future tax burdens and provides greater flexibility in managing your retirement funds.)
Also in this podcast: NVR - NVR Inc. (NYS); AMPH - Amphastar Pharmaceuticals Inc. (NAS); MU - Micron Technology Inc. (NAS); NXRT - NexPoint Residential Trust Inc. (NYS); FANG - Diamondback Energy Inc. (NAS); HII - Huntington Ingalls Industries Inc. (NYS); and a caller question asking about the best way to set-up a college funding mechanism-- for a newborn; also, Justin's MARKET WRAP UP, plus his topic talking points: "Federal Deficit" and "Mid Cap Stocks".
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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. |
| 0:12.0 | Invest Talk. Independent thinking shared success. |
| 0:18.0 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.0 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:35.0 | Good afternoon fellow investors. |
| 0:37.0 | Welcome back to Invest Talk. |
| 0:40.0 | This is our Tuesday, September 17th, 2024 edition. |
| 0:45.4 | And thank you all for being here during this hour. |
| 0:48.6 | I am host Justin Klein, and my goal is to help you become a better investor to keep your your nose down not in the |
| 0:58.1 | sky right now focusing on the the other headlines that can lead you astray, |
| 1:06.8 | the cousins and friends that might give you that one stock tip. |
| 1:12.8 | That's not what this is about. |
| 1:13.8 | That's not good investing. |
| 1:16.3 | What's good investing is understanding |
| 1:18.3 | the fundamentals of the asset class that you are looking at |
| 1:21.6 | and see if aligns with your risk |
| 1:23.0 | commerce level, current market trends, and understanding the risks and |
| 1:27.3 | rewards that are out there and weighing them. |
| 1:31.2 | If you're not weighing both sides of any investment, you are not doing your due diligence. |
| 1:36.3 | And so this show hopefully is part of that due diligence to set you in the right frame of mind |
| 1:41.8 | to make good decisions with your money consistently. |
... |
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