April 1, 2023
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Melanie Wells, CFP®, along with Associate Clay Norman, CFP®, discuss the relatively calm week in the market, the uptick in Consumer Confidence, and the final reading of fourth quarter GDP. Melanie and Clay discuss an investor who is stuck in the middle of caring for her parents’ finances and supporting her children. They discuss what she needs to do to ensure her own financial house is in order. The hosts round out the show by answering listeners’ questions on when to sign up for Medicare and social media platform Pinterest.
Timestamps and Chapters
- 00:00 Market Roundup: Covering March 27 – March 31, 2023
- 22:36 Case Study: Stuck in the Sandwich Generation
- 33:39 Q&A Time: Medicare and Pinterest