This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS® and Giuliana Barbagelata, CFP®, discuss the market’s performance for the week and the latest inflation rate from the January Consumer Price Index. The hosts discuss a situation where an investor never designated a beneficiary for his IRA, and now his heir must deal with the estate. The financial experts round out the show answering listeners’ questions on the downside of I Bonds and using highly appreciated investments for qualified charitable distributions. 

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

• Market Roundup: Covering the week of Feb. 7 – Feb. 11, 2022
• Case Study: What Happens When You Don’t Designate an IRA Beneficiary
• Q&A Time: I Bonds and Qualified Charitable Distributions