April 15, 2023

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC®, team up to discuss the week’s market performance, March’s Consumer Price Index, and the minutes from the Fed’s March monetary policy meeting. Jarrett and Logan address a couple’s question on how to budget for health care costs in retirement, as reports show retirees can need anywhere between $200,000 and $380,000 for out-of-pocket health care costs. The hosts round out the show by answering listeners’ questions on guidelines for borrowing for college costs and stocks Occidental Petroleum and Schlumberger Ltd.

Timestamps and Chapters

00:00 Market Roundup: Covering April 10 – April 14, 2023
23:06 Case Study: Budgeting for Health Care in Retirement
35:04 Q&A Time: Borrowing for College, Occidental Petroleum, and Schlumberger Ltd.

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Tagged year-to-date performance, Retirement, S&P index, health savings accounts, March 2023 Consumer Price Index, HSA, health care costs, long term care insurance, FSA, Medicare, parent loans, CPI, college loans, student loans, Monetary Policy, FOMC minutes