February 10, 2024

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship - Retirement Services, and Associate Giuliana Barbagelata, CFP®, to cover January’s employment situation, the University of Michigan Consumer Sentiment Survey, and the ISM Nonmanufacturing Index. Justin and Giuliana provide advice for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years! The financial experts finish the show with a listener’s question about retirement plan rollovers.

Timestamps and Chapters

00:00 Market Roundup: Feb 5 – Feb 9, 2024
23:05 Case Study: Rebalancing Your 401(k)
36:12 Q&A Time: Retirement Plan Rollovers

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