December 7, 2024

This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, to discuss the breadth of market performance and the ISM Manufacturing and Nonmanufacturing indices. The financial experts explored the topic of sequence risk and the long-term effects of retiring in a down market. Jarrett and K.C. unpacked how the Henssler Ten Year Rule nearly eliminates this risk. The show hosts wrap up the hour with a listener’s question on substantiating qualified charitable distributions.

Timestamps and Chapters

00:00: Market Roundup: Dec. 2 — Dec. 6, 2024
23:42: Case Study: Sequence Risk
42:48: Q&A Time: Qualified Charitable Distributions

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Tagged selling in a down market, retirement spending, portfolio growth, sequence risk, letter from charity acknowledging the donation, Services Index, qualified charitable distribution, year-to-date performance, tax return, ISM Nonmanufacturing Index, ISM Manufacturing Index, S&P 500 index performance, QCD, Super Micro Computer