Money Talks – July 27, 2019

This week on “Money Talks,” the hosts cover the week’s market movements, Consumer Sentiment from the University of Michigan, and they touch on interest rates and housing news. The financial experts discuss what expertise financial planners bring to the table other than planning for retirement. The show hosts also address listeners’ questions on naming your…

Case Study: Financial Advisers—Taking a Comprehensive Approach

The “Money Talks,” hosts discuss what expertise financial planners bring to the table other than planning for retirement. Many households have a combination of several moving parts that can benefit from financial coordination, including but not limited to the mortgaging of the house, saving for college, managing business assets, personal and business taxes, risk tolerances, debt, 401(k)s and other retirement accounts, and health insurance.