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Original Air Date: February 20, 2021
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Client Relationship Manager - Retirement Services Justin Wagner, AIF®, take a look at a couple’s situation who have most of their retirement assets in their 401(k)s and are concerned about their risk exposure now that they are about 10 years from retirement.
By Henssler Financial5
1313 ratings
Original Air Date: February 20, 2021
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Client Relationship Manager - Retirement Services Justin Wagner, AIF®, take a look at a couple’s situation who have most of their retirement assets in their 401(k)s and are concerned about their risk exposure now that they are about 10 years from retirement.

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