Talk Your Book: Investing for Income

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 26 February 2024

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today's show, Ben Carlson and Michael Batnick are joined by Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss: asset allocation decisions within multi-asset funds, how rate changes affect portfolio yield, investors overallocation to cash, understanding convertible bonds, and much more! Learn more at: https://www.franklintempleton.com/ Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's Animal Spirits Talk Your Book is brought to you by Franklin Templeton.
0:03.6	Go to Franklin Templeton.com to learn more about the Franklin Income Focus ETF, it's INCM.
0:09.5	Welcome to Animal Spirits, a show about markets, life and investing.
0:16.2	Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and watching.
0:21.3	All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of Riddholz wealth management.
0:28.0	This podcast is for informational purposes only and should not be relied upon for any investment decisions.
0:33.7	Clients of Ritholz Wealth Management may maintain positions in the securities discussed in this
0:37.8	podcast.
0:38.8	Welcome to Animal Spirits with Michael and Ben.
0:44.0	Michael, I've got a great survey here from the Employee Benefit Research Institute,
0:48.0	EBRI, and they asked retiree intentions for spending down their assets in retirement. And 44% of the people said... entire
0:53.4	and 44% of the people said they're gonna spend around 11% said spend down all of their assets.
0:59.1	Around a third said they're gonna spend on a significant portion of their assets.
1:02.1	And the other 56% said in some. they're going to spend down a significant portion of their assets.
1:02.9	And the other 56% said in some form they want to preserve assets,
1:06.4	like spend down a little but just a small portion,
1:09.7	spend down none or grow your assets.
1:12.0	So 56% of retirees would like to either preserve or grow their
1:15.7	assets while 44% would like to spend them down. And this jives I think with everything that we've been talking about how people have a hard time going from savor to spender and people want to protect their wealth and pass it down or whatever the big worries are. But this kind of thing makes sense and those retired
1:36.3	investors are going to, they're going to need to be serviced, like they're going
1:40.3	to want to have the like income type products products for them.
1:44.0	Right?
	...

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