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January 27, 2024
Market Roundup: Jan. 22 – Jan. 26, 2024; Case Study: Tax Tips for the Self-Employed; Q&A Time: How to Start Saving for Retirement
January 20, 2024
Market Roundup: Jan. 15 – Jan. 19, 2024; Case Study: Understanding a Reverse Mortgage; Q&A Time: What to sell when taking an RMD
January 13, 2024
Market Roundup: Jan. 8 – Jan 12, 2024; Case Study: Paying off a Mortgage before Retirement; Q&A Time: FDIC Limits and AstraZeneca
January 6, 2024
Market Roundup: Jan. 2 – Jan 5, 2024; Case Study: Divorce: Unwinding 20 years of combined assets; Q&A Time: Why is the dollar resilient during high inflation?
December 30, 2023
Investment Whys: Look back at 2023; Look ahead to 2024; Movers of the Year; Q&A Time: Why is the dollar resilient during high inflation?
December 23, 2023
This week on Money Talks, we are taking a look back at our best case studies and conversations from the last few weeks, while we celebrate the holiday.
December 16, 2023
Market Roundup: Covering Dec. 11 – Dec 15, 2023; Case Study: The Retirement Sweet Spot; Q&A Time: Would you choose callable or non-callable CDs?
December 9, 2023
Market Roundup: Covering Dec. 4 – Dec 8, 2023; Case Study: Year-End Financial Moves; Q&A Time: Roth IRA Conversion taxes and Philip Morris International
December 2, 2023
Market Roundup: Covering November27 – December 1, 2023; Case Study: Qualified Charitable Distributions; Q&A Time: Shein’s IPO
November 25, 2023
This week on Money Talks, we’ll be out of the studio celebrating Thanksgiving and probably even grabbing some of those black Friday sales. We’ll be taking a look back at some of our best case studies and questions. Don’t forget, we’re here to answer your financial questions. Email us at DrGene@henssler.com Subscribe to the Henssler Money…
November 18, 2023
Market Roundup: Covering November 13 – November 17, 2023; Study: Using Trusts to Pass on Wealth; Q&A Time: What are the “sweet spots” in the current Treasury market?
November 11, 2023
Market Roundup: Covering November 6 – November 10, 2023; Case Study: A Bond’s Coupon Rate vs. Yield to Maturity; Q&A Time: Mega Cap Seven vs. FAANG and Worthless Stock
November 4, 2023
Market Roundup: Covering October 30 – November 3, 2023; Case Study: Georgia Tax Credits; Q&A Time: Diversification—not just for your portfolio
October 28, 2023
Market Roundup: Covering October 23 – October 27, 2023; Case Study: New Options for Student Loan Payments; Q&A Time: Assessing a Portfolio’s Diversification
October 21, 2023
Market Roundup: Covering October 16 – October 20, 2023; Investment Whys: Leading Economic Indicators; Q&A Time: Will student loan repayments affect the economy?
October 14, 2023
Market Roundup: Covering October 9 – October 13, 2023; Case Study: Having all Tax-Deferred Retirement Savings; Q&A Time: Investments Inside an Annuity
October 7, 2023
Market Roundup: Covering October 2 – October 6, 2023; Case Study: The Multiple Rule Sets that Govern Inherited IRA RMDs; Q&A Time: Social Security Survivor’s Benefits
September 30, 2023
Market Roundup: Covering September 25 – September 27, 2023; Case Study: Insurance is Your Plan’s Safety Net; Q&A Time: Should we deposit $70,000 into our children’s 529 Plan?
September 23, 2023
Market Roundup: Covering September 18 – September 22, 2023; Case Study: Finances for Aging Parents; Q&A Time: Should I invest in both 401(k) plans?
September 16, 2023
Market Roundup: Covering September 11 – September 15, 2023; Case Study: The Surprise Vacation Home Purchase; Q&A Time: Starbucks, Corp.
September 9, 2023
Market Roundup: Covering September 5 – September 8, 2023; Case Study: Feeling Broke Once You’ve Retired; Q&A Time: Do European Stocks Offer More Value?
September 2, 2023
This week on Money Talks, the hosts are out of the studio enjoying Labor Day Weekend. On the Sept. 2, 2023 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…
