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February 17, 2024
Market Roundup: Feb 12 – Feb 16, 2024; Case Study: The Final Tax Return; Q&A Time: Vanguard Real Estate Index Fund
February 10, 2024
Market Roundup: Feb 5 – Feb 9, 2024; Case Study: Rebalancing Your 401(k); Q&A Time: Retirement Plan Rollovers
February 3, 2024
Market Roundup: Jan. 29 – Feb. 2, 2024; Case Study: Portfolio Moves and Politics; Q&A Time: P/E Valuations of U.S. and International Equities
January 27, 2024
Market Roundup: Jan. 22 – Jan. 26, 2024; Case Study: Tax Tips for the Self-Employed; Q&A Time: How to Start Saving for Retirement
January 20, 2024
Market Roundup: Jan. 15 – Jan. 19, 2024; Case Study: Understanding a Reverse Mortgage; Q&A Time: What to sell when taking an RMD
January 13, 2024
Market Roundup: Jan. 8 – Jan 12, 2024; Case Study: Paying off a Mortgage before Retirement; Q&A Time: FDIC Limits and AstraZeneca
January 6, 2024
Market Roundup: Jan. 2 – Jan 5, 2024; Case Study: Divorce: Unwinding 20 years of combined assets; Q&A Time: Why is the dollar resilient during high inflation?
December 30, 2023
Investment Whys: Look back at 2023; Look ahead to 2024; Movers of the Year; Q&A Time: Why is the dollar resilient during high inflation?
December 23, 2023
This week on Money Talks, we are taking a look back at our best case studies and conversations from the last few weeks, while we celebrate the holiday.
December 16, 2023
Market Roundup: Covering Dec. 11 – Dec 15, 2023; Case Study: The Retirement Sweet Spot; Q&A Time: Would you choose callable or non-callable CDs?
December 9, 2023
Market Roundup: Covering Dec. 4 – Dec 8, 2023; Case Study: Year-End Financial Moves; Q&A Time: Roth IRA Conversion taxes and Philip Morris International
December 2, 2023
Market Roundup: Covering November27 – December 1, 2023; Case Study: Qualified Charitable Distributions; Q&A Time: Shein’s IPO
November 25, 2023
This week on Money Talks, we’ll be out of the studio celebrating Thanksgiving and probably even grabbing some of those black Friday sales. We’ll be taking a look back at some of our best case studies and questions. Don’t forget, we’re here to answer your financial questions. Email us at DrGene@henssler.com Subscribe to the Henssler Money…
November 18, 2023
Market Roundup: Covering November 13 – November 17, 2023; Study: Using Trusts to Pass on Wealth; Q&A Time: What are the “sweet spots” in the current Treasury market?
November 11, 2023
Market Roundup: Covering November 6 – November 10, 2023; Case Study: A Bond’s Coupon Rate vs. Yield to Maturity; Q&A Time: Mega Cap Seven vs. FAANG and Worthless Stock
November 4, 2023
Market Roundup: Covering October 30 – November 3, 2023; Case Study: Georgia Tax Credits; Q&A Time: Diversification—not just for your portfolio
October 28, 2023
Market Roundup: Covering October 23 – October 27, 2023; Case Study: New Options for Student Loan Payments; Q&A Time: Assessing a Portfolio’s Diversification
October 21, 2023
Market Roundup: Covering October 16 – October 20, 2023; Investment Whys: Leading Economic Indicators; Q&A Time: Will student loan repayments affect the economy?
October 14, 2023
Market Roundup: Covering October 9 – October 13, 2023; Case Study: Having all Tax-Deferred Retirement Savings; Q&A Time: Investments Inside an Annuity
October 7, 2023
Market Roundup: Covering October 2 – October 6, 2023; Case Study: The Multiple Rule Sets that Govern Inherited IRA RMDs; Q&A Time: Social Security Survivor’s Benefits
September 30, 2023
Market Roundup: Covering September 25 – September 27, 2023; Case Study: Insurance is Your Plan’s Safety Net; Q&A Time: Should we deposit $70,000 into our children’s 529 Plan?
September 23, 2023
Market Roundup: Covering September 18 – September 22, 2023; Case Study: Finances for Aging Parents; Q&A Time: Should I invest in both 401(k) plans?
