Henssler Money Talks – February 18, 2023
Season 37, Episode 7

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata, CFP® to discuss inflation indicators, the Consumer Price and Producer Price indices. They also cover Retail Sales, which were greatly buoyed by higher prices. Peter and Giuliana look at a couple who are looking to shift money around now to minimize the impact of required minimum distributions in the future. The experts discuss the many moving parts in their financial plan they need to consider before making any moves today. The show hosts finish the show with listeners’ questions on the interest from funds that hold Treasury Income Protected Securities and “shrinkflation.”

Timestamps and Chapters

• 00:00 Market Roundup: Covering Feb 13 – Feb. 17, 2023
• 22:36 Case Study: Planning Using SECURE Act Rules 
• 33:39 Q&A Time: Interest from TIPS funds and Shrinkflation

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