Henssler Money Talks – March 12, 2022
Season 36, Episode 11
 
 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Financial Planner Zach Alexander, CRPC®, BFA™, to discuss inflation and February’s Consumer Price Index and oil inventories. In this week’s case study, K.C. and Zach discuss why investors should know if they are receiving a fiduciary level of service when working with advisers. The experts round out the show answering listeners’ questions on using a lump sum to convert IRA funds or investing it in a Roth IRA as well as an investment in Amazon.com 

Timestamps and Chapters

•  00:00     Market Roundup: Covering the week of Mar 7 – Mar. 11, 2022
• 17:23     Case Study: Fiduciary Duty 
•  33:22     Q&A Time: Roth Investment or Conversion, and Amazon.com

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