December 18, 2021

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to cover the Fed’s big move with monetary policy as well as the Producer Price Index. D.J. and Peter work through the complicated situation of having multiple retirement accounts that require individual required minimum distributions. With plenty of room for error, paying close attention to RMDs is necessary. The experts round out the show answering a listener’s question on mutual fund and ETF picks that are poised to do well with rising interest rates and provide advice for one investor who accidentally took a distribution when he executed an indirect rollover with his 401(k) funds.

Check out the show segments using the chapter controls in the player above.

  • Market Roundup: Covering the week of Dec.13 – Dec. 17, 2021
  • Case Study: Last Chance to take RMDs for 2021
  • Q&A Time: Funds for Rising Interest Rates and Indirect Rollovers

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