August 20, 2022
This week on “Money Talks,” Chief Investment Officer Troy Harmon is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Peter Lynch to cover the week’s market movements, Retail Sales, Industrial Production, and New Residential Construction. K.C. and Peter team up to look at the situation of a retired senior who is considering suspending his Social Security benefits and return to work. K.C. highlights all the variables that go into making this decision including considering anyone receiving benefits based on his earnings record. The hosts wrap up the show answering a listener’s question on what balance we recommend between “growth” and “value” investments given the increasing interest rates.
Timestamps and Chapters
- 00:00 Market Roundup: Covering Aug. 15 – Aug. 19, 2022
- 22:47 Case Study: Social Security Strategies When Returning to Work
- 34:05 Q&A Time: The Balance Between “Growth” and “Value”