January 6, 2024

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, to cover the week’s market performance, the ISM Manufacturing Index, and the minutes from the December Federal Reserve Open Committee meeting. The financial experts provide advice for a couple of investors who have decided on a divorce and are in the process of unwinding 20 years of combined finances and assets. The hosts finish the show with a listener’s question on starting good budget habits even though they are living paycheck-to-paycheck.

Timestamps and Chapters

00:00 Market Roundup: Jan. 2 – Jan 5, 2024
22:57 Case Study: Divorce: Unwinding 20 years of combined assets
37:55 Q&A Time: Budgeting when living paycheck-to-paycheck

Subscribe to the Henssler Money Talks podcast.

This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only. Information provided should not be the sole basis in making any decisions and is not intended to replace the advice of a qualified professional, such as a tax consultant, insurance adviser or attorney. Although this material is designed to provide accurate and authoritative information with respect to the subject matter, it may not apply in all situations. Readers are urged to consult with their adviser concerning specific situations and questions. This is not to be construed as an offer to buy or sell any financial instruments. It is not our intention to state, indicate or imply in any manner that current or past results are indicative of future profitability or expectations. As with all investments, there are associated inherent risks. Please obtain and review all financial material carefully before investing. Henssler is not licensed to offer or sell insurance products, and this overview is not to be construed as an offer to purchase any insurance products.

Tagged equitable split, life insurance, health care, FOMC minutes, budgeting, divorce, paycheck-to-paycheck, ISM Manufacturing Index, child support, S&P 500 index performance, January 2024, Federal Market Open Committee December meeting, financial planning for divorce