November 2, 2024

This week on "Money Talks," Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate Melanie Wells, CFP®, and Arun Gupta, Esq., estate planning attorney with Reeves Law P.C. The radio hosts recapped the highs and lows in this week’s market landscape, touching on Consumer Sentiment and Consumer Confidence and the preliminary estimate for third-quarter GDP. Arun joins the show to discuss a situation where a son has been named the executor of his mother’s estate. Arun explores the order in which the process usually follows and the duties of an executor. Rounding out the show, the experts answer listener’s questions on catch-up contributions, Warner Music Group, and Tencent Music Entertainment.

Timestamps and Chapters

00:00: Market Roundup: Oct. 28 – Nov 1, 2024
22:23: Case Study: What to Know as an Executor of an Estate
37:04: Q&A Time: Catch-Up Contributions, Warner Music Group, and Tencent Music Entertainment

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 Executor, estate, Will and Testament, trusts, Probate, Conference Board Consumer Confidence, SECURE 2.0 Act, University of Michigan Consumer Sentiment, WMG, S&P 500 index performance, TME, durable goods, catch-up contributions, Housing, Third-Quarter GDP