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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 K.C. Smith, CFP®, CEPA, and Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, to cover the week’s market movements and the final reading of first quarter 2021 GDP. The financial experts also take a closer look at a couple who realized that it is possible to fail at retirement. Justin and K.C. highlight some of the mistakes and pitfalls retirees make that could derail their financial security in their golden years. The show hosts also address listeners’ questions on converting to a Roth IRA after age 50 and what to do with cash in your investment account.
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 K.C. Smith, CFP®, CEPA, and Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, to cover the week’s market movements and the final reading of first quarter 2021 GDP. The financial experts also take a closer look at a couple who realized that it is possible to fail at retirement. Justin and K.C. highlight some of the mistakes and pitfalls retirees make that could derail their financial security in their golden years. The show hosts also address listeners’ questions on converting to a Roth IRA after age 50 and what to do with cash in your investment account.

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