Artwork

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.
Player FM - App Podcast
Vai offline con l'app Player FM !

Henssler Money Talks — September 14, 2024

44:45
 
Condividi
 

Manage episode 439909516 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 — September 14, 2024
Season 38, Episode 37

This week on "Money Talks," Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, to cover the August Jobs Report, and inflation measures the Consumer Price and Producer Price indices. Jarrett leads a discussion on investors who have nearly 70% of their portfolio in money markets and other cash equivalents. They discuss locking in returns with bonds and how we would apply the Ten Year Rule to their situation. The financial experts conclude the show with listeners’ questions on education savings and Occidental Petroleum.

Timestamps and Chapters

  • 00:00 Market Roundup: Sept. 9 – 13, 2024
  • 22:40 Case Study: Investors Who Want to Stay in Cash
  • 33:52 Q&A Time: Education Savings and Occidental Petroleum

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: Sept. 9 – 13, 2024 (00:00:00)

2. Case Study: Investors Who Want to Stay in Cash (00:22:40)

3. Q&A Time: Education Savings and Occidental Petroleum (00:33:52)

401 episodi

Artwork
iconCondividi
 
Manage episode 439909516 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 — September 14, 2024
Season 38, Episode 37

This week on "Money Talks," Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, to cover the August Jobs Report, and inflation measures the Consumer Price and Producer Price indices. Jarrett leads a discussion on investors who have nearly 70% of their portfolio in money markets and other cash equivalents. They discuss locking in returns with bonds and how we would apply the Ten Year Rule to their situation. The financial experts conclude the show with listeners’ questions on education savings and Occidental Petroleum.

Timestamps and Chapters

  • 00:00 Market Roundup: Sept. 9 – 13, 2024
  • 22:40 Case Study: Investors Who Want to Stay in Cash
  • 33:52 Q&A Time: Education Savings and Occidental Petroleum

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: Sept. 9 – 13, 2024 (00:00:00)

2. Case Study: Investors Who Want to Stay in Cash (00:22:40)

3. Q&A Time: Education Savings and Occidental Petroleum (00:33:52)

401 episodi

Tutti gli episodi

×
 
Loading …

Benvenuto su Player FM!

Player FM ricerca sul web podcast di alta qualità che tu possa goderti adesso. È la migliore app di podcast e funziona su Android, iPhone e web. Registrati per sincronizzare le iscrizioni su tutti i tuoi dispositivi.

 

Guida rapida

Ascolta questo spettacolo mentre esplori
Riproduci