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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?
September 16, 2023
Market Roundup: Covering September 11 – September 15, 2023; Case Study: The Surprise Vacation Home Purchase; Q&A Time: Starbucks, Corp.
September 9, 2023
Market Roundup: Covering September 5 – September 8, 2023; Case Study: Feeling Broke Once You’ve Retired; Q&A Time: Do European Stocks Offer More Value?
September 2, 2023
This week on Money Talks, the hosts are out of the studio enjoying Labor Day Weekend. On the Sept. 2, 2023 broadcast, we’ll be taking a look back at some of our best case studies from the past few weeks. Subscribe to the Henssler Money Talks podcast. This article is for demonstrative and academic purposes…
August 26, 2023
Market Roundup: Covering August 21 – 25, 2023; Case Study: Potential Pitfalls to a Backdoor Roth IRA; Q&A Time: Rolling over 529 Plan assets to a Roth IRA
August 19, 2023
Market Roundup: Covering August 14 – 18, 2023; Case Study: Nonqualified Deferred Compensation Plans; Q&A Time: Roth IRAs, BioNTech, and Valero Energy
August 12, 2023
Market Roundup: Covering August 7 – August 11, 2023; Case Study: Qualified Terminal Interest Property Trusts; Q&A Time: PENN Entertainment, Barstool, and ESPN
August 5, 2023
Market Roundup: Covering July 31 – August 4, 2023; Case Study: Am I the Right Investor for Alternative Assets? Q&A Time: Building a Laddered Bond Portfolio
July 29, 2023
Market Roundup: Covering July 24 – July 28, 2023; Case Study: Decisions as a Spousal Beneficiary; Q&A Time: Will the Reinstatement of Student Loan Payments Throw us into a Recession?
July 22, 2023
Market Roundup: Covering July 17 – July 21, 2023; Case Study: Rollover for Business Startups; Q&A Time: Investing in Individual Stocks vs. Mutual Funds
July 15, 2023
Market Roundup: Covering July 10 – July 14, 2023; Case Study: Withdrawal Strategies for Retirement Funds; Q&A Time: 401(k) Plans and Crypto
July 8, 2023
Market Roundup: Covering July 3 – July 7, 2023; Case Study: 401(k) Beneficiary Designations; Q&A Time: Employer Matching Contributions and “Do I need a will?”
July 1, 2023
Market Roundup: Covering June 26 – June 30, 2023; Case Study: Medicare for a Stay-at-Home Spouse; Q&A Time: Insurance Reviews and IRA Contributions for Servicemembers
