Money Talks - December 12, 2020

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Client Relationship Manager for Retirement Services, Justin Wagner, AIF®, to discuss the relatively flat week and how the market is closely watching COVID cases as well as stimulus talks. The experts explore a client situation of a multigenerational home and the complicated estate plan they created. The hosts round out the show answering listeners’ questions on creating tax-free income in retirement and making tactical moves in your 401(k).