November 12, 2022
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Director of Insurance Planning Jim Crone, CLU®, CFS®, to cover the week’s news on inflation with the Consumer Price Index and the latest inversion in interest rates. Jessie tackles a couple’s situation on how they’re paying state income taxes twice because they work remotely. The hosts round out the show by answering listeners’ questions on depositing lottery winnings and life insurance.
Timestamps and Chapters
- 00:00 Market Roundup: Covering Nov. 7 – Nov. 11, 2022
- 24:12 Case Study: State Tax Snare for Remote Workers
- 33:51 Q&A Time: Lottery Winnings and Life Insurance