September 16, 2023

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to cover inflation news with the Consumer Price and Producer Price indices and Retail Sales. Michael and Peter help a couple of investors who are making an impulsive decision to buy a vacation home without looking at how it may affect their long-term financial plan. The financial advisers discuss how they incorporate large purchases into cash flow projections when clients are making spontaneous decisions. The experts round out the show with a listener’s question on Starbucks.

Timestamps and Chapters

00:00 Market Roundup: Covering September 11 – September 15, 2023
23:08 Case Study: The Surprise Vacation Home Purchase
33:08 Q&A Time: Starbucks, Corp.

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Tagged Second Homes, inflation, Vacation Homes, financial plan, long-term costs, consumer price index, retirement plans, CPI, Starbucks stock, cash flow projections, pumpkin spice latte, PPI, PSL, Producer Price index, S&P 500 index performance, August Retail Sales