April 23, 2022
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Client Relationship Manager Justin Wagner, AIF®, to cover the week’s market movements, housing news, and rise in interest rates. D.J. leads a discussion on financially helping your adult children, including where to find the money and what might be the cost. The hosts round out the show with 401(k) questions from listeners.
Check out the show segments using the chapter controls in the player above.
- 00:00 Market Roundup: Covering the week of Apr. 18 – Apr. 22, 2022
- 18:05 Case Study: Financially Helping Adult Children
- 32:46 Q&A Time: 401(k) Plan Failed Nondiscriminatory Test and 401(k) Savings Goals