November 9, 2024

This week on "Money Talks," Senior Associate Michael Griffin, CFP®, is joined by Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, CPA/ABV to cover the market’s reaction to the election and what volatility we may experience through the end of the year. The financial experts join forces to examine some of the financial and tax year-end moves investors should consider to finish off strong and start the new year on the right foot. Matthew shares some insight on Georgia’s Tax Credits that allow investors to redirect their tax funds toward specific causes or organizations. The hosts wrap up with questions on nominee 1099s and the health care sector.

Timestamps and Chapters

  • 00:00: Market Roundup: Nov. 4 – Nov. 8, 2024
  • 16:19: Case Study: Year-end Financial Moves
  • 33:35: CPA Insight: Georgia Tax Credits
  • 39:35: Q&A Time: Nominee 1099s and the Heath Care Sector

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