October 29, 2022

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Logan Daniel, CFP®, CRPC®, to the preliminary estimate for third quarter GDP, consumer confidence, and Treasury rates. Michael and Logan advise a couple who want to begin gifting their wealth to their nieces and nephews. With a wide range of ages and situations, the planners provide ways to make the most out of their generous gifts. The hosts finish up by answering listeners’ questions on filling out the FAFSA and Crown Holdings.

Timestamps and Chapters

  • 00:00 Market Roundup: Covering Oct. 24 – Oct. 28, 2022
  • 17:36 Case Study: Gifting During Your Lifetime
  • 29:05 Q&A Time: Filling out the FAFSA and Crown Holdings

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