July 22, 2023

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Clay Norman, CFP® discuss the University of Michigan Consumer Sentiment Survey, Retail Sales for June, and the upcoming FOMC meeting on monetary policy. The financial Experts take a closer look at an entrepreneur who wants to tap his retirement funds to fund his next startup because the sale of his last business didn’t result in immediate cash flow. Rounding out the show, the hosts answer a listener’s question on if investors should have a minimum amount to be invested in individual stocks versus mutual funds.

Timestamps and Chapters

00:00 Market Roundup: Covering July 17 – July 21, 2023
23:48 Case Study: Rollover for Business Startups
35:51 Q&A Time: Investing in Individual Stocks vs. Mutual Funds

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Tagged ROBS, interest rates, SEP-IRA, 401(k), C-Corp, Industrial Production, company stock, Monetary Policy, individual, University of Michigan Consumer Sentiment Survey, S&P 500 index performance, June retail sales, Fed rate hike, Rollover for Business Startups