October 14, 2023

This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to cover the week’s market action, economic outlook, and inflation indicators, the Producer Price and Consumer Price indices. Jarret and Peter advise investors on diversifying the tax status of their retirement funds. They look at the situation of a couple of investors who have a lot less in their retirement account because it contains all pre-tax funds. The experts round out the show answering a listener’s question on the investment selection inside an annuity.

Timestamps and Chapters

00:00 Market Roundup: Covering October 9 – October 13, 2023
23:00 Case Study: Having all Tax-Deferred Retirement Savings
34:34 Q&A Time: Investments Inside an Annuity

Subscribe to the Henssler Money Talks podcast.

This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only. Information provided should not be the sole basis in making any decisions and is not intended to replace the advice of a qualified professional, such as a tax consultant, insurance adviser or attorney. Although this material is designed to provide accurate and authoritative information with respect to the subject matter, it may not apply in all situations. Readers are urged to consult with their adviser concerning specific situations and questions. This is not to be construed as an offer to buy or sell any financial instruments. It is not our intention to state, indicate or imply in any manner that current or past results are indicative of future profitability or expectations. As with all investments, there are associated inherent risks. Please obtain and review all financial material carefully before investing. Henssler is not licensed to offer or sell insurance products, and this overview is not to be construed as an offer to purchase any insurance products.

Tagged IRAs, inflation, annuity, roth IRA, S&P 500 index performance, interest rates, September employment situation, 401(k), tax deferred savings, consumer price index, pre-tax retirement savings, CPI, variable annuity, PPI, investment options, Producer Price index, FOMC minutes