October 8, 2022
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Giuliana Barbagelata, CFP®, to cover the ISM Manufacturing and Nonmanufacturing Indices and the University of Michigan Consumer Sentiment Survey. K.C. and Giuliana team up to discuss how disability insurance can help protect your ability to earn a living. They cover employer group policies, own-occupation policies and waiting periods before benefits begin. The financial experts round out the show answering a listener’s question on mutual funds, required minimum distributions, and qualified charitable distributions.
Timestamps and Chapters
- 00:00 Market Roundup: Covering Oct. 3 – Oct. 7, 2022
- 23:11 Case Study: Disability Insurance: Protect your Ability to Earn
- 34:01 Q&A Time: Mutual Funds, Required Minimum Distributions, and Qualified Charitable Distributions