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Text us your financial questions!
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Client Relationship Manager for Retirement Services, Justin Wagner, AIF®, to discuss the relatively flat week and how the market is closely watching COVID cases as well as stimulus talks. The experts explore a client situation of a multigenerational home and the complicated estate plan they created. The hosts round out the show answering listeners’ questions on creating tax-free income in retirement and making tactical moves in your 401(k).
By Henssler Financial5
1313 ratings
Text us your financial questions!
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Client Relationship Manager for Retirement Services, Justin Wagner, AIF®, to discuss the relatively flat week and how the market is closely watching COVID cases as well as stimulus talks. The experts explore a client situation of a multigenerational home and the complicated estate plan they created. The hosts round out the show answering listeners’ questions on creating tax-free income in retirement and making tactical moves in your 401(k).
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