December 16, 2023

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP® to cover the Producer Price and Consumer Price indices, the November Employment Situation, and consumer sentiment. Jarrett and Clay provide advice for an investor who is entering the “sweet spot” of retirement when one’s income taxes may be at their lowest level before they take required minimum distributions. The hosts cap off the show answering a listeners’ question on a CD portfolio, and if callable CDs are worth the risk.

Timestamps and Chapters

00:00 Market Roundup: Covering Dec. 11 – Dec 15, 2023
24:55 Case Study: The Retirement Sweet Spot
35:38 Q&A Time: Would you choose callable or non-callable CDs?

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Tagged S&P 500 index performance, Retirement, November employment situation, Ten Year Rule, newly retired, required minimum distributions, Roth IRA conversions, consumer price index, financial advice, CPI, PPI, income tax, unemployment rate, Producer Price index