March 22, 2025

We start with a detailed breakdown of the Henssler Ten Year Rule, explaining how it allows investors to weather downturns without selling equities. Then, we break down the latest market volatility, how inflation uncertainty is affecting the Producer Price Index and consumer Sentiment, and the Federal Reserve’s decision to maintain monetary policy.

In light of the recent volatility, we address the importance of diversification—across sectors, market capitalizations, domestic and international investments, and even tax structures—to help smooth volatility risk. After the break, we examine the impact of increasing longevity on financial planning, including the possibility that someday retirees may still have parents and even grandparents in retirement, reshaping how wealth transfers across generations.

Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.

Henssler Money Talks — March 22, 2025  |  Season 39, Episode 12

Timestamps and Chapters

  • 12:30: The Henssler Ten Year Rule
  • 27:16: Market Roundup: Strong Economy Despite Falling Consumer Confidence
  • 38:12: Diversification
  • 53:12: Centenarians and Financial Planning

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 , , , , , , , , , , , , , , , ,