September 10, 2022

This week on “Money Talks,” Chief Investment Officer Troy Harmon is joined by Justin Wagner, AIF® Client Relationship Manager - Retirement Services, and Giuliana Barbagelata, CFP®, Senior Financial Planner, to discuss the week’s market movements and economic climate. Justin and Giuliana cover a case study on managing your 401(k)s when you change jobs. The experts round out the show by answering a listener’s question on the potential taxation of the Biden-Harris Administration's Student Debt Relief Plan.

Timestamps and Chapters

  • 00:00 Market Roundup: Covering Sept. 5 – Sept. 9, 2022
  • 22:25 Case Study: Managing multiple 401(k)s
  • 33:52 Q&A Time: Will my student loan forgiveness be taxable?

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