November 9, 2024

This week on "Money Talks," Senior Associate Michael Griffin, CFP®, is joined by Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, CPA/ABV to cover the market’s reaction to the election and what volatility we may experience through the end of the year. The financial experts join forces to examine some of the financial and tax year-end moves investors should consider to finish off strong and start the new year on the right foot. Matthew shares some insight on Georgia’s Tax Credits that allow investors to redirect their tax funds toward specific causes or organizations. The hosts wrap up with questions on nominee 1099s and the health care sector.

Timestamps and Chapters

  • 00:00: Market Roundup: Nov. 4 – Nov. 8, 2024
  • 16:19: Case Study: Year-end Financial Moves
  • 33:35: CPA Insight: Georgia Tax Credits
  • 39:35: Q&A Time: Nominee 1099s and the Heath Care Sector
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.