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This week on "Money Talks," Senior Associate Jarrett McKenzie, CFP®, CWS®, and Justin Wagner, AIF®, a Client Relationship Manager in our Retirement Services division, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the week’s rocky market movements. They cover the Federal Open Market Committee minutes from their last monetary policy meeting and the effect of rising interest rates. Justin and Jarrett discuss a case study around a couple who have several misconceptions regarding their 401(k) accounts and how much they should be saving. The hosts round out the show with some listeners’ questions on purported "buy and hold forever" stocks, in-plan Roth 401(k) conversions, and what to avoid when shopping long-term care insurance.
By Henssler Financial5
1313 ratings
Send us a Text Message.
This week on "Money Talks," Senior Associate Jarrett McKenzie, CFP®, CWS®, and Justin Wagner, AIF®, a Client Relationship Manager in our Retirement Services division, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the week’s rocky market movements. They cover the Federal Open Market Committee minutes from their last monetary policy meeting and the effect of rising interest rates. Justin and Jarrett discuss a case study around a couple who have several misconceptions regarding their 401(k) accounts and how much they should be saving. The hosts round out the show with some listeners’ questions on purported "buy and hold forever" stocks, in-plan Roth 401(k) conversions, and what to avoid when shopping long-term care insurance.
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