January 14, 2022
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to discuss how the market is faring at the start of 2023, top movers in the market, and inflation. The hosts team up to discuss how when clients divorce, a financial adviser goes from one client as a couple to two clients who are looking out for themselves. The Experts round out the show by answering listeners’ questions on our 2023 market outlook and how to determine when to retire.
Timestamps and Chapters
- 00:00 Market Roundup: Covering Jan. 9 – Jan 13, 2023
- 24:10 Case Study: A Financial Adviser and a Clients’ Divorce
- 34:10 Q&A Time: Determining When to Retire