January 22, 2022

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Associate Logan Daniel, CFP®, CRPC®, to discuss the week’s volatility, jobless claims, and existing home sales data. The financial planning experts discuss the use and benefits of trusts in estate planning and how they work with the client to determine the ultimate goal for passing on their wealth. The show hosts round out the episode with listeners’ questions on fintech company SoFi Technologies, a house divided among three children, and why taxpayers should look at their annual Social Security statement.

Check out the show segments using the chapter controls in the player above.

  • Market Roundup: Covering the week of Jan. 17 – Jan. 21, 2022
  • Case Study: Using Trusts in Estate Planning
  • Q&A Time: SoFi Technologies, a house divided, and Social Security statements

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.