June 10, 2023

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to discuss the week’s market movements, the ISM Non-Manufacturing Index, and Consumer Credit. Jarrett and Clay team up to help a couple of listeners who need help motivating their college grad to pay attention to his financial future and work toward independence. They round out the show providing advice for a father who wants to use the way his twins used their birthday money as a teaching lesson about saving and spending.

Timestamps and Chapters

00:00 Market Roundup: Covering June 5 – June 9, 2023
21:47 Case Study: Get This College Grad off My Couch!
33:07 Q&A Time: Found money—to save or to spend

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Tagged Beginning Financial Steps, Services Index, Budget, Emergency fund, mortgage rates, Investing Early, S&P 500 index performance, Compounding Interest, May Employment Situation, Savings, ISM Non-manufacturing Index, Short-Term Goals, Consumer Credit, Long-term Goals, College Grad, Failure to Launch, Supporting Adult Children