February 18, 2023

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata, CFP®, to discuss inflation indicators, the Consumer Price and Producer Price indices. They also cover Retail Sales, which were greatly buoyed by higher prices. Peter and Giuliana look at a couple looking to shift money around now to minimize the impact of required minimum distributions in the future. The experts discuss the many moving parts in their financial plan they need to consider before making any moves today. The show hosts finish with listeners’ questions on the interest from funds that hold Treasury Income Protected Securities and “shrinkflation.”

Timestamps and Chapters

00:00 Market Roundup: Covering Feb 13 – Feb. 17, 2023
22:36 Case Study: Planning Using SECURE Act Rules
33:39 Q&A Time: Interest from TIPS funds and Shrinkflation

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Tagged taxes, Producer Price index, Roth Conversions, inflation, IRAs, roth IRA, dividends, Interest, required minimum distributions, SECURE ACT 2.0, capital gains, TIPS, Interest Rate Hikes, shrinkflation, consumer price index, RMD, CPI, RMD age, Retail Sales, MFJ, SECURE Act, Married Filing Jointly, Federal Reserve, Single Filers, PPI