The Retirement Generation Gap: Boomers vs. Gen X
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K 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
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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. |
| 0:17.5 | 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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