January 11, 2025

This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to weigh in on the ISM Manufacturing and Nonmanufacturing indices, the Job Openings and Labor Turnover for November, and the minutes from the last Federal Open Market Committee meeting and what they indicated for future rate cuts. The experts had an open discussion on the Social Security Fairness Act that eliminates the Windfall Elimination Provision and the Government Pension Offset for federal and municipal government employees. In this week’s case study, D.J. and K.C. talk about how they frequently find themselves stepping into the role of a mediator or “marriage counselor” when helping couples navigate emotionally charged financial topics. The episode finishes with the hosts responding to listeners’ questions on senior marriages that could eliminate some Social Security benefits and how to determine what holdings to trim for required minimum distributions.

Timestamps and Chapters

  • 00:00: Market Roundup: Jan. 6 – Jan. 10, 2025
  • 18:15: Open Discussion: Social Security Fairness Act
  • 27:14: Case Study: Navigating Emotional Financial Topics
  • 39:20: Q&A Time: Marriage Penalties and Selling for RMDs

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