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Henssler Money Talks - August 3, 2024

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Manage episode 432292564 series 12842
Contenuto fornito da Henssler Financial. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Henssler Financial o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Text us your financial questions!

Henssler Money Talks — August 3, 2024
Season 38, Episode 31

This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to analyze the week's stock market trends, discuss the Fed’s monetary policy meeting, and review the University of Michigan’s Consumer Sentiment Survey and the Conference Board’s Consumer Confidence survey. Michael and Clay provide some recommendations for a couple who don’t need the funds from their required minimum distributions to pay living expenses. They discuss charitable contributions, Roth conversions, and reinvestment options. The financial experts finish the show with a listener’s question on diversification in their 401(k).

Timestamps and Chapters

  • 00:00 Market Roundup: July 29 – August 2, 2024
  • 22:47 Case Study: When RMDs are Not Needed for Living Expenses
  • 35:10 Q&A Time: 401(k) Diversification

Follow Henssler:

“Money Talks” is brought to you by Henssler Financial.
Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

  continue reading

Capitoli

1. Market Roundup: July 29 – August 2, 2024 (00:00:00)

2. Case Study: When RMDs are Not Needed for Living Expenses (00:22:47)

3. Q&A Time: 401(k) Diversification (00:35:10)

401 episodi

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iconCondividi
 
Manage episode 432292564 series 12842
Contenuto fornito da Henssler Financial. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Henssler Financial o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Text us your financial questions!

Henssler Money Talks — August 3, 2024
Season 38, Episode 31

This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to analyze the week's stock market trends, discuss the Fed’s monetary policy meeting, and review the University of Michigan’s Consumer Sentiment Survey and the Conference Board’s Consumer Confidence survey. Michael and Clay provide some recommendations for a couple who don’t need the funds from their required minimum distributions to pay living expenses. They discuss charitable contributions, Roth conversions, and reinvestment options. The financial experts finish the show with a listener’s question on diversification in their 401(k).

Timestamps and Chapters

  • 00:00 Market Roundup: July 29 – August 2, 2024
  • 22:47 Case Study: When RMDs are Not Needed for Living Expenses
  • 35:10 Q&A Time: 401(k) Diversification

Follow Henssler:

“Money Talks” is brought to you by Henssler Financial.
Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

  continue reading

Capitoli

1. Market Roundup: July 29 – August 2, 2024 (00:00:00)

2. Case Study: When RMDs are Not Needed for Living Expenses (00:22:47)

3. Q&A Time: 401(k) Diversification (00:35:10)

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