May 7, 2022

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Josh Weidie, CWS®, to discuss the market’s reaction to the Federal Reserve’s increase of interest rates. They discuss market sentiment as well as how rates may continue to increase throughout the year. Michael and Josh team up to discuss a couple who have been saving for retirement but have no specific goal in mind. The financial experts discuss how an Adviser works to focus couples’ retirement goals and helps determine if a couple is on track. The hosts wrap up the show answering listeners’ questions about converting 401(k) funds to a Roth and the difference between strategic and tactical moves in a portfolio.

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

  • 00:00 Market Roundup: Covering May 2 – May 6, 2022
  • 21:07 Case Study: Adviser Can Help Focus Retirement Goals
  • 33:07 Q&A Time: Converting 401(k) Funds and Strategic and Tactical Portfolio Moves

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