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Text us your financial questions!
This week on “Money Talks,” Principal Jennifer J. Thomas, CFP®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the market’s year-to-date performance as well as the country’s progress toward herd immunity between COVID vaccinations and survivors. The financial Experts discuss a listener’s decision to begin withdrawing the funds he’s saved and grown over the last 30 years. They cover which accounts to tap first, how to control his tax situation, and the importance of having a financial plan. The hosts round out the show answering listeners’ questions on remaining in a company’s 401(k) plan when matching contributions have been cut and the merger between Slack Technologies and Salesforce.
By Henssler Financial5
1313 ratings
Text us your financial questions!
This week on “Money Talks,” Principal Jennifer J. Thomas, CFP®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the market’s year-to-date performance as well as the country’s progress toward herd immunity between COVID vaccinations and survivors. The financial Experts discuss a listener’s decision to begin withdrawing the funds he’s saved and grown over the last 30 years. They cover which accounts to tap first, how to control his tax situation, and the importance of having a financial plan. The hosts round out the show answering listeners’ questions on remaining in a company’s 401(k) plan when matching contributions have been cut and the merger between Slack Technologies and Salesforce.

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