What podcasts say about Matt Kaufman
Every statement, with the speaker, the exact quote and the moment it was said.
What Matt Kaufman has said on podcasts
15 statements · 8 positive · 2 negative · 5 neutral
One in five Americans will be retirement age by 2030.
“About one in five people in the United States are going to be of retirement age by 2030.”
Open the episode · Talk Your Book: Beyond Bonds in RetirementListen at 5:06
Retirement savings now need to last at least 20 years.
“Fast forward to today, and now your money has to live 20 years or longer.”
Open the episode · Talk Your Book: Beyond Bonds in RetirementListen at 6:43
ETFs can now deliver many strategies formerly available through insurers.
“What we are seeing in the ETF world, is a lot of those same strategies that you could have gotten through an insurance balance sheet can now be delivered in the ETF.”
Open the episode · Talk Your Book: Beyond Bonds in RetirementListen at 8:23
Principal-protected ETFs can offer retirees 8–9% upside without downside risk.
“So if you're a retiree, being able to get 8% to 9% upside with no downside risk, that can be a good trade.”
Open the episode · Talk Your Book: Beyond Bonds in RetirementListen at 11:04
New financial products typically need about 1,000 days for market adoption.
“whenever we launch something new, we tend to give it about a thousand days for the market to adopt it.”
Open the episode · Talk Your Book: Beyond Bonds in RetirementListen at 12:54
Annuities can make retirees more willing to spend.
“What annuities can give you is a license to spend.”
Open the episode · Talk Your Book: Beyond Bonds in RetirementListen at 15:48
Deferred income annuities can eliminate longevity risk for an initial 15–20 years.
“if you can eliminate that longevity risk, I can live off the portfolio for 15, 20 years.”
Open the episode · Talk Your Book: Beyond Bonds in RetirementListen at 16:41
Higher interest rates can increase upside or income from options-based strategies.
“if interest rates are going higher you are positively tied to that rising interest rate”
Open the episode · Talk Your Book: Beyond Bonds in RetirementListen at 19:48
Options-based income products carry risks distinct from bonds.
“the biggest difference here is understanding how much risk you're taking on.”
Open the episode · Talk Your Book: Beyond Bonds in RetirementListen at 21:58
Higher cap rates generally correspond to lower downside protection.
“if you see a product that has a really high cap rate. the odds are your buffer, your protection level is probably low.”
Open the episode · Talk Your Book: Beyond Bonds in RetirementListen at 22:12
Annualized yields based on daily or weekly income may be unlikely to materialize.
“The odds of you actually achieving that are probably low.”
Open the episode · Talk Your Book: Beyond Bonds in RetirementListen at 23:07
The S&P 500 principal-protected ETF currently offers 8.7% upside.
“Right now, 8.7% upside on the S&P 500.”
Open the episode · Talk Your Book: Beyond Bonds in RetirementListen at 24:36
The S&P 500 ETF provides 100% principal protection.
“And then 100% protection.”
Open the episode · Talk Your Book: Beyond Bonds in RetirementListen at 24:43
The Russell 2000 product offered about 10% upside over a one-year period.
“The Russell 2000, we just struck that cap rate, was about 10% upside tied to the Russell 2000 over the next one-year outcome period.”
Open the episode · Talk Your Book: Beyond Bonds in RetirementListen at 25:42
The S&P 500 has approximately $15 trillion in liquidity.
“I think the S&P is around a $15 trillion liquidity pool.”
Open the episode · Talk Your Book: Beyond Bonds in RetirementListen at 29:22
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.