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.