The 2026 Social Security COLA: Will a 2.7% Increase Be Enough to Outrun Inflation?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 11 September 2025
⏱️ 49 minutes
🧾️ Download transcript
Summary
In this segment, we break down the estimated 2.7% cost-of-living adjustment for 2026 and explore why experts are concerned this moderate boost may not be enough to cover rising expenses for retirees.
Today's Stocks & Topics: DIS - Walt Disney Co., Market Wrap, EBAY - EBay Inc., The 2026 Social Security COLA: Will a 2.7% Increase Be Enough to Outrun Inflation?, BBNX - Beta Bionics Inc., TOST - Toast Inc., NX - Quanex Building Products Corp., Recent Copper Mining Deals, BALL - Ball Corp., DOV - Dover Corp., TECK - Teck Resources Ltd., A-I and U.S. Market Returns.
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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. |
| 0:27.0 | Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:33.4 | Good afternoon, fellow investors, and welcome back to another episode of InvestTalk. |
| 0:40.0 | I'm your host, Luke Guerrero, and today's Wednesday, September 10th, 2025. |
| 0:47.2 | We're halfway through the day, or rather halfway through the week, that is, and quickly approaching the end of this year. And as we approach a new year, |
| 0:59.9 | one of the things we start to think about is what are our New Year's resolutions? Hopefully |
| 1:05.7 | for some of you, for all of us, our resolution includes taking stock of our financial lives. |
| 1:13.6 | But if it's a good idea to start in January of the year, it's a good idea to start today. |
| 1:21.6 | And so we here at InvestTalk see us as one small part of that goal of taking stock of your financial |
| 1:29.3 | life. |
| 1:30.3 | And so we meet here each and every day to help make you a better and more informed investor. |
| 1:36.3 | Now, in order to do that, we bring a mixture of educational focus points, talking points. We talk about what happens in the market. But most importantly, |
| 1:48.0 | we answer your finance and investment questions. Without you contributing to this show, |
| 1:53.8 | Invest Talk does not exist. And so with that being said, before we talk about today's market |
| 1:59.6 | performance, let's tackle |
| 2:01.4 | our first caller question. And that caller question is going to be from Sid from North Carolina, |
| 2:07.2 | who is calling in early. I love it, Sid. You got a question about Disney. Do you want it? Are you |
| 2:11.4 | looking to buy it? |
| 2:12.9 | Thanks for taking my call. Yeah, I do have a small position. It's been taken sometimes in the |
| 2:22.1 | middle of COVID. It was a little bit downstream and then now past a couple of quarters. |
| 2:31.0 | It is more only sideways. Still playing between 110 and 20. Do you think |
... |
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