April 13, 2024

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Peter Lynch to cover the news that moved the market including the Consumer Price and Producer Price indices. The hosts discuss the price increases and what moves the Fed might make in their fight against inflation. Logan and Peter discuss strategies for a couple who want to make significant strides in saving for their future but don’t know if they should be looking at everything as a whole instead of separate accounts with their own objective. The host finish the show with a listener’s question on whether it is too late to start saving for retirement.

Timestamps and Chapters

00:00 Market Roundup: April 8 – April 12, 2024
23:08 Case Study: Investing as a Couple
35:52 Q&A Time: How late is too late to start saving for retirement?

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Tagged married investing, inflation, brokerage account, 401(k), single or joint accounts, consumer price index, rule of 72, CPI, savings discipline, Federal Reserve, PPI, Producer Price index, retirement savings, S&P 500 index performance