December 11, 2021
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and fellow Research Analyst Nick Antonucci, CVA, CEPA, to discuss the market’s volatility and rising interest rates. They also touch on Productivity and Costs, which indicates that the cost of labor is rising. K.C. addresses a case study about a couple who are concerned about taking Social Security benefits knowing they will likely be taxed on their benefits. The Experts round out the show answering listeners’ questions on major health insurers and a couple weighing the options to sell or to tap the equity in their home
Check out the show segments using the chapter controls in the player above.
- Market Roundup: Covering the week of November 29 – December 3, 2021
- Case Study: Relying on an Inheritance to Fund Retirement
- Q&A Time: Funding an IRA with Prize Money and Reallocating a 401(k)