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Henssler Money Talks — September 28, 2024

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Manage episode 442487678 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 28, 2024
Season 38, Episode 39

This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to discuss the week’s economic news, including housing data and the Conference Board’s Consumer Confidence Survey. Melanie and Jessie explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress. The financial experts also address listener questions on holding real estate in an IRA and The Coca-Cola Company.

Timestamps and Chapters

  • 00:00 Market Roundup: Sept. 23 – 27, 2024
  • 22:50 Case Study: Planning for Changes on the Horizon
  • 34:16 Q&A Time: Real Estate in an IRA and The Coca-Cola Company

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. 23 – 27, 2024 (00:00:00)

2. Case Study: Planning for Changes on the Horizon (00:22:50)

3. Q&A Time: Real Estate in an IRA and The Coca-Cola Company (00:34:16)

401 episodi

Artwork
iconCondividi
 
Manage episode 442487678 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 28, 2024
Season 38, Episode 39

This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to discuss the week’s economic news, including housing data and the Conference Board’s Consumer Confidence Survey. Melanie and Jessie explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress. The financial experts also address listener questions on holding real estate in an IRA and The Coca-Cola Company.

Timestamps and Chapters

  • 00:00 Market Roundup: Sept. 23 – 27, 2024
  • 22:50 Case Study: Planning for Changes on the Horizon
  • 34:16 Q&A Time: Real Estate in an IRA and The Coca-Cola Company

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. 23 – 27, 2024 (00:00:00)

2. Case Study: Planning for Changes on the Horizon (00:22:50)

3. Q&A Time: Real Estate in an IRA and The Coca-Cola Company (00:34:16)

401 episodi

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