August 17, 2024

This week on "Money Talks," Research Analyst Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to discuss the market’s rebound from last week’s volatility. They touch on inflation indicators the Producer Price and Consumer Price indices and unemployment. Michael and Peter delve into some of the potential pitfalls investors may face on the path to retirement. The financial experts round out the show by answering listeners’ questions on in-plan Roth conversions and if they are a good financial move.

Timestamps and Chapters

00:00 Market Roundup: August 12—16, 2024
22:02 Case Study: Hazards on the Road to Retirement
33:55 Q&A Time: In-plan Roth Conversions

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Tagged July Unemployment, Retirement, investing too conservatively, consumer price index, investing too aggressively, Retail Sales, saving late, market volatility, 401(k) plans, Producer Price index, in-plan Roth conversions, S&P 500 index performance, future tax rates, financial planning, tax diversification, Roth 401(k), inflation indicators