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InvestTalk

The Retirement Generation Gap: Boomers vs. Gen X

InvestTalk

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

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

4.41.5K Ratings

🗓️ 23 September 2025

⏱️ 46 minutes

🧾️ Download transcript

Summary

We will break down the contrasting retirement strategies and financial mindsets of Baby Boomers and Gen X to uncover key lessons for your financial future. 

Today's Stocks & Topics: Richtech Robotics Inc. (RR), BNY Mellon US Large Cap Core Equity ETF (BKLC), Market Wrap, Kinross Gold Corporation (KGC), SSR Mining Inc. (SSRM), The Retirement Generation Gap: Boomers vs. Gen X, Accenture plc (ACN), Roth I-R-A, Market Value, Income ETFs, Pacer US Small Cap Cash Cows 100 ETF (CALF), First Trust Water ETF (FIW), Tariff-Driven Cargo Surge.



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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 InvestTalk. Incependent Thinking, shared success.

0:17.5

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 portfolio manager, Luke Guerrero.

0:34.0

Good afternoon, fellow investors, and welcome back to InvestTalk.

0:38.3

My name is Luke Guerrero, and today is Monday, September 22nd, 2025.

0:45.3

Now, if you are good at math, or really if you just look at a calendar, you're well aware,

0:50.3

there are only six trading days remaining in this quarter.

0:55.0

So suffice it to say, the fourth quarter is coming upon us pretty quickly,

1:01.0

which means before you know it, it'll be 2026.

1:04.0

And so with regards to the stock market and your portfolios,

1:07.0

now is not the time to lose focus.

1:16.9

Now here to Invest Talk, Justin and I have one mission, and that is that each and every day you leave this show a better and more informed investor.

1:21.0

We want to help you understand the market dynamics, what is going on, and most importantly,

1:26.2

how all of those things might affect your

1:28.5

portfolio and therefore your financial lives. Now, in order to do that, we have a bit of a recipe

1:34.2

that we adhere to on this show. We have the common ingredients, our main focus point, our talking

1:40.9

points. We go over the market. But the thing that really spices up this show is you,

1:47.7

your finance and investment questions via voicemail, calling through live or leaving them over on

1:53.1

our YouTube channel. Now, in just a bit, I'm going to talk about today's market performance

1:57.8

and run down those show topics. But first, let's tackle

2:01.0

this caller question. Hey, guys. I was just wondering how you guys think about the stock RR,

2:06.8

Rich Tech Robotics Incorporated. It looks like their stock's been doing really good. These past

...

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