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Content provided by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Seven Financial Considerations When Downsizing for Retirement

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Manage episode 497107050 series 2484320
Content provided by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Before downsizing in retirement, be sure to evaluate seven critical financial factors—-including housing costs, estate and inheritance taxes, Social Security taxation, and more.

Today's Stocks & Topics: TECK - Teck Resources Ltd. Cl B, Market Wrap, Seven Financial Considerations When Downsizing for Retirement, LULU - Lululemon athletica inc., TGS - Transportadora de Gas del Sur S.A. ADR, Small Caps vs. Large Caps, PZZA - Papa John's International Inc., EU Deal.


Our Sponsors:
* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com
* Check out Mint Mobile: https://mintmobile.com/INVESTTALK
* Check out Mint Mobile: https://mintmobile.com/INVESTTALK
* Check out Progressive: https://www.progressive.com
* Check out Upwork: https://upwork.com
Advertising Inquiries: https://redcircle.com/brands
  continue reading

1905 episodes

Artwork
iconShare
 
Manage episode 497107050 series 2484320
Content provided by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Before downsizing in retirement, be sure to evaluate seven critical financial factors—-including housing costs, estate and inheritance taxes, Social Security taxation, and more.

Today's Stocks & Topics: TECK - Teck Resources Ltd. Cl B, Market Wrap, Seven Financial Considerations When Downsizing for Retirement, LULU - Lululemon athletica inc., TGS - Transportadora de Gas del Sur S.A. ADR, Small Caps vs. Large Caps, PZZA - Papa John's International Inc., EU Deal.


Our Sponsors:
* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com
* Check out Mint Mobile: https://mintmobile.com/INVESTTALK
* Check out Mint Mobile: https://mintmobile.com/INVESTTALK
* Check out Progressive: https://www.progressive.com
* Check out Upwork: https://upwork.com
Advertising Inquiries: https://redcircle.com/brands
  continue reading

1905 episodes

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