October 5, 2024

This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Giuliana Barbagelata, CFP® to cover the week’s economic news including the latest report on Personal Income and how the uncertainty around the tensions in the Middle East weigh on the markets. The financial experts advise an investor who recently split from her partner and knows nothing about her IRA—how much she’s contributed, what she’s invested in, and what she can do with the account. The hosts also answer a listener’s question on home insurance.

Timestamps and Chapters

00:00 Market Roundup: Sept. 30 – Oct 4, 2024
23:35 Case Study: IRA Missteps to Avoid
33:58 Q&A Time: Homeowner’s Insurance

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Tagged $70 a barrel, IRA, Utilities sector, Personal Income, Beneficiary Designation, Energy sector, retirement investments, S&P 500 index performance, house value, homeowner’s insurance, hoarding paper products, IRA contributions, September 2024, Middle East Tensions, Crude Oil