April 6, 2024

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, to summarize the week’s market movements and cover the Manufacturing and Nonmanufacturing indices. K.C. and Adam explain Henssler Financial’s unique strategy for deciding when to begin Social Security benefits. The hosts continue the theme by answering listeners’ questions on Social Security survivors’ benefits and if a pension will affect how much Social Security benefit is received.

Timestamps and Chapters

00:00 Market Roundup: April 1 – April 5, 2024
22:11 Case Study: When to Begin Social Security Benefits
32:35 Q&A Time: Social Security Survivors’ Benefit and Windfall Elimination Provision

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