January 21, 2023

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, to discuss the week’s market action and economic releases, including the Producer Price Index, Retail Sales for December, and the MBA Mortgage Applications Survey. The financial experts provide advice for an investor who stopped saving in 2022 because of the strain inflation put on his budget. They provide advice for getting his retirement savings back on track. The hosts round out the show by answering listeners’ questions on refusing a bequest and Walmart’s launch of a “Buy Now, Pay Later” platform.

Timestamps and Chapters

00:00 Market Roundup: Covering Jan. 16 – Jan. 20, 2023
22:56 Case Study: I Stopped Saving in 2022 Because of Inflation
33:18 Q&A Time: Refusing a Bequest and Walmart’s Buy Now Pay Later platform

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Tagged halting 401(k) Contributions, inflation, BNPL, heirs, wills, buy now pay later, bequest, Retail Sales, Producer Price index, inheritance, S&P 500, Mortgage Applications, retirement savings