December 31, 2022

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, to cover consumer sentiment, personal income, new home sales as well as the market performance over the holidays. The financial Experts come together to discuss the SECURE Act 2.0 and the changes the act will bring to retirement accounts. The hosts round out the show answering a listener’s question regarding offering cryptocurrencies as a 401(k)-investment option.

Timestamps and Chapters

  • 00:00 Market Roundup: Covering Dec. 26 – Dec. 30, 2022
  • 22:35 Case Study: SECURE Act 2.0
  • 34:06 Q&A Time: Cryptocurrencies as a 401(k)-Investment Option

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