Money Talks – August 3, 2019

This week on “Money Talks,” your hosts cover the Fed’s rate cut, the effect Trump’s tweets on tariffs had on the market, and second quarter GDP. Now that back-to-school season is here, the experts also shares some advice on the available tax credits for higher education and how to coordinate them with 529 Plan withdrawals. They round out the show answering listeners’ questions on “catching up” to other 35-year-olds, selling portfolio losers, surviving an IRS audit, and plant-based meat substitute manufacturer Beyond Meat.

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.

Money Talks – July 20, 2019

This week on “Money Talks,” the hosts discuss Retail Sales, the Fed’s Beige Book and market performance. The Experts take a closer look at the SECURE Act that is making its way through Congress, and what it may mean for the beneficiaries of your IRAs. The hosts also address listeners’ questions on Exxon Mobil, Berkshire Hathaway, Chevron Corp, Bank of America, Pfizer, and UPS. They also discuss a question on how much one should have in retirement savings by a certain age.