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This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Senior Financial Planner, Josh Weidie, CWS® to discuss the market performance and reaction to the Omicron variant. D.J. and Josh team up to discuss a common fallacy among investors—that they can rely on an inheritance to fund their retirement. They discuss the average inheritance and some of the many ways an inheritance could be significantly reduced before it passes to the heirs. The show hosts round out the episode answering a listener’s question on funding an IRA with prize money and provide advice for an investor who wants to reallocate his 401(k) to conservative investments like bond funds and money market funds.

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

• Market Roundup: Covering the week of November 29 – December 3, 2021
• Case Study: Relying on an Inheritance to Fund Retirement
• Q&A Time: Funding an IRA with Prize Money and Reallocating a 401(k)