June 3, 2023

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate D.J. Barker, CWS®, to cover the week’s market movements, the second estimate of first quarter’s GDP, and the latest Consumer Sentiment reading. Jessie and D.J. discuss an investor who wants to sell her late mother’s house in an installment sale to control capital gains. The experts look at the benefits of such an arrangement and how this would affect her financial plan. The hosts finish the show by answering a listener’s question on combining finances as a blended family.

Timestamps and Chapters

00:00 Market Roundup: Covering May 30 – June 2, 2023
25:10 Case Study: Installment Sales
35:33 Q&A Time: Combining finances as a blended family

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Tagged family law, Installment Sale, second marriage, family finances, beneficiary designations, joint ownership with Rights of Survivorship, will, JOWRS, life insurance, JTROS, Consumer Sentiment, step-up in basis, inheritance, sale contract, alimony, S&P 500, child support, capital gains, blended family, First Quarter 2023 GDP