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June 17, 2023
Market Roundup: Covering June 12 – June 16, 2023; Case Study: Secure Act 2.0 provisions for education expenses; Q&A Time: Should we worry about the market breadth?
June 10, 2023
Market Roundup: Covering June 5 – June 9, 2023; Case Study: Get This College Grad off My Couch! Q&A Time: Found money—to save or to spend
June 3, 2023
Market Roundup: Covering May 30 – June 2, 2023; Case Study: Installment Sales; Q&A Time: Combining finances as a blended family
May 27, 2023
Market Roundup: Covering May 22 – May 26, 2023; Investment Whys: Deeper Dive into the Economy and Market; Q&A Time: J.P. Morgan Chase Co., Where are the investment opportunities?
May 20, 2023
Market Roundup: Covering May 15 – May 19, 2023; Case Study: Upcoming Changes to the FAFSA; Q&A Time: What would be a good time to buy in this market environment?
May 13, 2023
Market Roundup: Covering May 8 – May 12, 2023; Case Study: Turning a Windfall into a Charitable Legacy; Q&A Time: Should we be concerned about the debt ceiling?
May 6, 2023
Market Roundup: Covering April 26 – May 2, 2023; Case Study: Borrowing from your 401(k); Q&A Time: Intuitive Surgical and Raytheon
April 29, 2023
This week on Money Talks, the hosts are out of the studio attending a companywide meeting. On the April 29 broadcast, we’ll be taking a look back at some of our best case studies from the past few weeks. Subscribe to the Henssler Money Talks podcast. This article is for demonstrative and academic purposes and…
April 22, 2023
Market Roundup: Covering April 17 – April 21, 2023; Case Study: Pay Attention to FDIC Limits; Q&A Time: Bank of America and UBS Group
April 15, 2023
Market Roundup: Covering April 10 – April 14, 2023; Case Study: Budgeting for Health Care in Retirement; Time: Borrowing for College, Occidental Petroleum, and Schlumberger Ltd.
April 8, 2023
This week on Money Talks, we’ll be out of the studio for the Easter holiday. On the April 8 broadcast, we’ll be taking a look back at some of our best case studies and questions.
April 1, 2023
Market Roundup: Covering March 27 – March 31, 2023; Case Study: Stuck in the Sandwich Generation; Q&A Time: Medicare and Pinterest
March 25, 2023
Market Roundup: Covering March 20 – March 24, 2023; Case Study: Real Estate as a “Retirement Career;” Q&A Time: Can I avoid the 10% penalty on an early withdrawal from an IRA?
March 18, 2023
Market Roundup: Covering March 13 – March 17, 2023; Investment Whys: The U.S. Banking System after Recent Failures
March 11, 2023
Market Roundup: Covering March 6 – March 10, 2023; Case Study: Why Aren’t We Selling the Dogs? Q&A Time: Better to Hold an Annuity or Bonds from an Insurance Company
March 4, 2023
Market Roundup: Covering Feb. 27 – March 3, 2023; Case Study: How the SECURE Acts affected RMDs; Q&A Time: The valuation model and student loans
February 25, 2023
Market Roundup: Covering Feb 20 – Feb. 24, 2023; Case Study: I Set It and Forgot It; Special 35th Anniversary Retrospective with Dr. Gene, Bil, and Jennifer
February 18, 2023
Market Roundup: Covering Feb 13 – Feb. 17, 2023; Case Study: Planning Using SECURE Act Rules; Q&A Time: Interest from TIPS funds and Shrinkflation
February 11, 2023
Market Roundup: Covering Feb 6 – Feb. 10, 2023; Case Study: Protecting Your Money From Cognitive Decline; Q&A Time: When should I choose a mutual fund over an ETF?
February 4, 2023
Market Roundup: Covering Jan. 30 – Feb. 3, 2023; Case Study: Financial Moves for Empty Nesters; Q&A Time: Swapping Real Estate Funds for Money Market Funds
January 28, 2023
Market Roundup: Covering Jan. 23 – Jan. 27, 2023; Case Study: We’ve Been Saving and Not Living; Q&A Time: Should I Buy Points on a Mortgage?
January 21, 2023
Market Roundup: Covering Jan. 16 – Jan. 20, 2023; Case Study: I Stopped Saving in 2022 Because of Inflation; Q&A Time: Refusing a Bequest and Walmart’s Buy Now Pay Later platform
January 14, 2022
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to discuss how the market is faring at the start of 2023, top movers in the market, and inflation. The hosts team up to discuss how when clients divorce, a…
January 7, 2023
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to look back at 2022’s stock market and provide their outlook on what could be in store for both the stock market and the economy in 2023. Timestamps and…
