This week on “Money Talks,” Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Associate Logan Daniel, CFP®, CRPC®, to discuss the week’s volatility, jobless claims and existing home sales data. The financial planning experts discuss the use and benefits of trusts in estate planning, as well as, how they work with the client to determine the ultimate goal for passing on their wealth. The show hosts round out the episode with listeners’ questions on fintech company SoFi Technologies, a house divided among three children, and why taxpayers should look at their annual Social Security statement. 

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

• Market Roundup: Covering the week of Jan. 17 – Jan. 21, 2022
• Case Study: Using Trusts in Estate Planning
• Q&A Time: SoFi Technologies, a house divided, and Social Security statements