August 12, 2023
This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, discuss the week’s market performance, July’s employment situation, wholesale trade, and interest rates. Jarrett and Josh team up to help an investor who wants to provide for his wife when he passes but is also concerned about keeping certain assets in the family. The show hosts finish the show answering a listener’s question on the purchase and resale of Barstool by PENN Entertainment, Inc., plus Penn’s new venture with ESPN.
Timestamps and Chapters
- 00:00 Market Roundup: Covering August 7 – August 11, 2023
- 22:29 Case Study: Qualified Terminal Interest Property Trusts
- 34:29 Q&A Time: PENN Entertainment, Barstool, and ESPN