June 14, 2025
We’re back this week with a mix of headlines and hard truths—from estate drama to economic indicators that could shake the markets.
We kick things off with a real-world look at just how messy estate planning can get—even when it’s done in advance. Jimmy Buffett’s widow is suing to remove a co-trustee from the $275 million marital trust, claiming withheld financials and questionable income projections. It’s a high-profile reminder of why clear communication and trustee responsibilities matter.
Next, we turn to the global stage with U.S. and Chinese negotiators meeting in London and May’s CPI report due, markets are bracing for impact. Could tariffs be quietly driving inflation—and how might that shape Fed policy going forward?
With excessive tariffs on Chinese goods, we examine how trade policy is affecting Temu and Shein, with stocks slumping and sales dipping. Are consumers pulling back, or are they simply shifting where—and how—they spend?
Finally, we separate fact from fear when it comes to recent headlines. Is the U.S. dollar really in decline? What would that mean for multinational earnings, global portfolios, and the proposed BRICS currency?
From estate planning to economic strategy, it’s a packed episode you won’t want to miss.
Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.
Timestamps and Chapters
- 5:33: Discord in Margaritaville
- 14:21: Trade Talks, Tariffs and Inflation Data
- 23:55: Discount Dilemma: The End of the Ultra-Cheap Era?
- 29:57: Fueling Returns: Phoenix Energy’s High-Yields
- 41:37: Dollar in Danger?
