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InvestTalk

Supercharge Your Savings in Your 40s and 50s

InvestTalk

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

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

4.31.5K Ratings

🗓️ 11 April 2025

⏱️ 36 minutes

🧾️ Download transcript

Summary

There are several actionable strategies and tools to maximize retirement savings in your 40s and 50s, including catch-up contributions, HSAs, Roth IRA conversions, and leveraging technology.

 

Today's Stocks & Topics: LEG - Leggett & Platt Inc., Market Wrap, Roth I-R-A, PYPL - PayPal Holdings Inc., Supercharge Your Savings in Your 40s and 50s, FANG - Diamondback Energy Inc., Economic Indicators, Tariffs and Bonds, Brazil, Gold, Treasury Inflation Protected Securities (TIPS).



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Transcript

Click on a timestamp to play from that location

0:00.0

On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is

0:12.1

InvestTalk, independent thinking, shared success.

0:17.8

Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States.

0:27.1

Here is KPP Financial portfolio manager, Luke Guerrero.

0:33.7

Good afternoon, fellow investors, and welcome back to Invest Talk.

0:38.3

I'm Lou Guerrero, and today is Thursday, April 10th, 2025.

0:44.3

And the streak of volatility continues.

0:49.3

Through big upswing yesterday, the market giving back a lot of the gains that we saw after the

0:56.0

announcement of the 90-day pause on most tariffs.

1:01.4

And so it seems, until we have a resolution, we are likely to continue to play this game

1:07.8

of volatility.

1:10.1

In fact, I read this. I believe that over the past five days,

1:15.4

the market has had as much or more realized volatility than the entire year of 2024. And so because

1:22.2

of this, 2025 is a year that you have to pay attention. And so, this podcast, or rather at this podcast, we have the singular objective of helping you

1:37.3

become a better and more informed investor. We want to help you understand all of these dynamics because each and every one of them

1:49.0

contributes to the effect that the market has on your portfolio.

1:55.0

And so with each show, we bring you educational items and actionable items, but most importantly, we hear directly from you, our listeners, our viewers, with the burning

2:04.8

finance and investment questions on the top of your mind.

2:08.8

And so, because those questions are the most important part, we will talk a little bit about

2:13.7

today's market performance and run down those show topics for you.

2:17.8

So let's tackle this caller question now.

2:20.7

Hi, my name is Orlando.

...

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