November 20, 2021

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Financial Planner Adam Stadalius, CFP® to cover Retail Sales and Industrial Production. Shawna and Adam discuss early retirement offers, and some of the benefits to look for in the severance package offered. The experts round out the show answering listeners’ questions on taking IRA withdrawals and the newly advertised 7.12% rate on I bonds.

Check out the show segments using the chapter controls in the player above.

  • Market Roundup: Covering the week of November 15 – November 19, 2021
  • Case Study: Accepting an Early Retirement Offer
  • Q&A Time: IRA Withdrawals While Still Working and I Bonds

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