Seven Financial Considerations When Downsizing for Retirement
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.3 • 1.5K Ratings
🗓️ 29 July 2025
⏱️ 52 minutes
🧾️ Download transcript
Summary
Before downsizing in retirement, be sure to evaluate seven critical financial factors—-including housing costs, estate and inheritance taxes, Social Security taxation, and more.
Today's Stocks & Topics: TECK - Teck Resources Ltd. Cl B, Market Wrap, Seven Financial Considerations When Downsizing for Retirement, LULU - Lululemon athletica inc., TGS - Transportadora de Gas del Sur S.A. ADR, Small Caps vs. Large Caps, PZZA - Papa John's International Inc., EU Deal.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent Thinking, shared success. |
| 0:17.7 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.3 | Justin Klein and Luke Guerrero stand ready to take your finance and investment questions and share their unbiased answers. |
| 0:37.8 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:42.5 | This is our Monday, July 28th, 2025 edition. |
| 0:47.1 | And we only have a few more trading days in the month of July. |
| 0:51.2 | And to celebrate our final Monday of July, I have Luke Grero back with me. |
| 0:58.4 | Thanks for being here, Luke. Thanks for having me. Now our goal for this hour is to help you |
| 1:04.2 | become a better investor, give you perspective and data that can help you take these topics |
| 1:10.3 | back to your own personal situation and make better decisions |
| 1:14.0 | with your money. That's what this is all about. And it's not about one good decision. It's about |
| 1:18.0 | making good, consistent risk versus reward calculations so that you are putting the odds in |
| 1:25.4 | your favor. Knowing that's a thousand, no matter who you are. |
| 1:29.8 | So don't feel bad. |
| 1:30.8 | If you make a mistake, just pick yourself up, dust yourself off, and move forward and |
| 1:36.6 | continue with your education. |
| 1:38.1 | That's what we do as professionals. |
| 1:39.6 | We have to do that. |
| 1:40.6 | And that's what you have to do as a novice investor as well now in just a minute we'll |
| 1:46.5 | talk about today's market performance and run down the show topics but first let's tackle |
| 1:51.1 | this caller question now justin luke calling in regards to tech resources limited ticker symbol |
| 1:59.3 | t e ck down 12% in last five days, 20% year-to-date, thoughts on a long-term |
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