February 4, 2023
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Associate Clay Norman, CFP®, to cover consumer economic releases and the Fed’s recent rate hike. D.J. and Clay address a couple who have entered the empty nest phase of their life. The financial experts discuss how this life event comes with several financial changes and opportunities. The hosts complete the show by answering a listener’s question on swapping a real estate fund for a federal money market fund.
Timestamps and Chapters
- 00:00 Market Roundup: Covering Jan. 30 – Feb. 3, 2023
- 23:17 Case Study: Financial Moves for Empty Nesters
- 35:09 Q&A Time: Swapping Real Estate Funds for Money Market Funds