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This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Associate Peter Lynch to discuss the market reaction to strong consumer confidence and decreasing jobless claims. Shawna is joined by Arun Gupta, an estate planning attorney with Reeves Law, PLC, to answer a listener’s question on whether a Will should consider money that transferred by beneficiary designation. They discuss language the Will may contain that would give the executor guidance as well as options for the executor and heirs to consider. The hosts round out the show answering listeners’ questions on investing an inheritance and determining how much home one can afford.

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

• Market Roundup: Covering the week of June 28—July 2, 2021
• Case Study: Should an Executor Account for Non-Probate Assets When Distributing Assets According to the Will? 
• Q&A Time: Investing an Inheritance for Future Generations and How Much House can You Afford?