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- 2021
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January 15, 2022
Market Roundup: Covering the week of Jan 10 – Jan. 14, 2022; Case Study: Repairing Retirement Savings after Divorce; Q&A Time: Roth IRA eligibility, Principal Financial Group, Sysco, and US Foods
January 8, 2022
Market Roundup: Covering the week of Jan. 3 – Jan. 7, 2022; Top 10 Movers: Insights into the current market cycle; Investment Whys: 2022 Outlook
January 1, 2022
Market Roundup: Covering the week of Dec. 28 – Dec. 31, 2021; Case Study: New Year’s Financial Resolutions; Q&A Time: Private Equity
December 18, 2021
Market Roundup: Covering the week of Dec.13 – Dec. 17, 2021; Case Study: Last Chance to take RMDs for 2021; Q&A Time: Funds for Rising Interest Rates and Indirect Rollovers
December 11, 2021
Market Roundup: Covering the week of November 29 – December 3, 2021; Case Study: Relying on an Inheritance to Fund Retirement; Q&A Time: Funding an IRA with Prize Money and Reallocating a 401(k)
December 4, 2021
Market Roundup: Covering the week of November 29 – December 3, 2021; Case Study: Relying on an Inheritance to Fund Retirement; Q&A Time: Funding an IRA with Prize Money and Reallocating a 401(k)
November 20, 2021
Market Roundup: Covering the week of November 15 – November 19, 2021; Case Study: Accepting an Early Retirement Offer; Q&A Time: IRA Withdrawals While Still Working and I Bonds
November 13, 2021
Market Roundup: Covering the week of November 7 – November 12, 2021; Case Study: Lifetime Income Features in a 401(k) Plan; Q&A Time: Digital World Acquisition Corp and High Yield CDs
November 6, 2021
Market Roundup: Covering the week of November 1 – November 5, 2021; Case Study: Transitioning From Saving to Spending in Retirement; Q&A Time: Consumer Staples sector, Medicare Open Enrollment, and Beckton Dickinson and Co.
October 30, 2021
Market Roundup: Covering the week of October 24—October 29, 2021; Case Study: Donor-Advised Funds and Family Foundations; Q&A Time: High Deductible Health Plans, Health Savings Accounts, UPS, and FedEx.
October 23, 2021
Market Roundup: Covering the week of October 18—October 22, 2021; Case Study: Substantially Equal Periodic Payments using Rule 72(t); Q&A Time: Roth IRA Conversion and Teledoc Health, Inc.
October 16, 2021
Market Roundup: Covering the week of October 11—October 15, 2021; Case Study: Social Security COLA increase and factoring in inflation in retirement planning; Q&A Time: Health insurance in your 20s and a cryptocurrency ETF
October 9, 2021
Market Roundup: Covering the week of October 4—October 8, 2021; Case Study: The Risk of Retiring in a Down Market; Q&A Time: Housing Market, Energy Sector, and a Concentrated Stock Position
October 2, 2021
Market Roundup: Covering the week of September 27—October 1, 2021; Case Study: Life Insurance Policies Being Sold to Private Equity Firms
September 25, 2021
Market Roundup: Covering the week of September 20—September 24, 2021; Case Study: Planning for Restricted Stock Units; Q&A Time: Biden’s plans for capital gains and The Coca-Cola Co., Chevron Corp., and Moody’s Corp.
September 18, 2021
Market Roundup: Covering the week of September 13—September 17, 2021; Case Study: Financial Planning Beyond Retirement; Q&A Time: Qualified Charitable Distributions and Shopify
September 11, 2021
Market Roundup: Covering the week of September 7—September 10, 2021; Case Study: Fiduciaries for Seniors; Q&A Time: Treasury vs. Municipal bonds, Haverty Furniture Companies, Post Holdings, and Ameris Bancorp
Interview: Warren Luckett, Co-Founder of Black Restaurant Week, LLC
The “Money Talks” hosts, Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K.C. Smith, CFP®, CEPA interviewed Warren Luckett, co-founder of Black Restaurant Week, LLC, to discuss the week dedicated to celebrating the flavors of African-American, African, and Caribbean cuisine nationwide.
August 28, 2021
Market Roundup: Covering the week of August 23 – August 27, 2021; Case Study: Mega Backdoor Roth IRA; Q&A Time: Etsy Inc., Zynga Inc., and long-term care insurance
August 21, 2021
Market Roundup: Covering the week of August 16 – August 20, 2021; Case Study: The Advance Child Tax Credit; Q&A Time: Solar, oil, and wind Energy stocks
August 14, 2021
Market Roundup: Covering the week of August 9 – August 13, 2021; Investment Whys: A booming stock market with a struggling economy; Q&A Time: Transferring ownership of a home and a tactical position in Industrials
August 7, 2021
Market Roundup: Covering the week of August 2 – August 6, 2021; Case Study: Ten Year Rule vs. Using Dividends for Retirement Income; Q&A Time: The Clorox Company and Determining How Much House You Can Afford
