November 13, 2021
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Client Relationship Manager for Retirement Services Justin Wagner, AIF®, to cover the weeks inflationary data, the Producer Price and Consumer Price indices. The financial Experts also cover the trend of 401(k) participants’ interest in a lifetime income feature to their plans. They talk about what that might look like, the fiduciary concerns, and if it is even a good option for the investors. The hosts round out the show answering listeners’ question on Digital World Acquisition Corp and the use of High Yield CDs.
Check out the show segments using the chapter controls in the player above.
- Market Roundup: Covering the week of November 7 – November 12, 2021
- Case Study: Lifetime Income Features in a 401(k) Plan
- Q&A Time: Digital World Acquisition Corp and High Yield CDs