Henssler Money Talks
Your trusted resource for your money, your future, your life.
September 14, 2024
Market Roundup: Sept. 9 – 13, 2024; Case Study: Investors Who Want to Stay in Cash; Q&A Time: Education Savings and Occidental Petroleum
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Case Study
When Playing It Safe Backfires: How Too Much Cash Can Hurt Retirement
Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, in a discussion about 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.
Henssler Money Talks - September 21, 2024
Nick Antonucci, CVA, CEPA
Research Analyst
D.J. Barker, CWS®
Managing Associate
Josh Weidie, CFP®, CWS®
Associate
Market Round Up
Sept. 16 — Sept. 20, 2024
Planning for Death
Last year Greg was diagnosed with cancer. While he has been stable under treatment, the tumors have started to grow again, and doctors have determined that he will most likely die in the next year and a half.
One of his goals is to bring Elizabeth up to speed on their financial life. He remembers when his own dad died young, and his mother was left to raise two children and handle all of the household finances and responsibilities. She didn’t even know where the checkbook was kept, who held their mortgage, what bank they used or what kind savings they had.
Q&A Time: Money Market Rates
I was listening to the show last week about the investors who were getting 5% on their cash thru a money market account. My bank approached me about putting my savings into their high-yield savings account that has a 4% APY. But I can go online and find better rates. Should I do that instead?
Listen Saturdays:
Atlanta: 10 a.m. – 11 a.m.
AM 920 The Answer