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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…
August 26, 2023
Market Roundup: Covering August 21 – 25, 2023; Case Study: Potential Pitfalls to a Backdoor Roth IRA; Q&A Time: Rolling over 529 Plan assets to a Roth IRA
August 19, 2023
Market Roundup: Covering August 14 – 18, 2023; Case Study: Nonqualified Deferred Compensation Plans; Q&A Time: Roth IRAs, BioNTech, and Valero Energy
August 12, 2023
Market Roundup: Covering August 7 – August 11, 2023; Case Study: Qualified Terminal Interest Property Trusts; Q&A Time: PENN Entertainment, Barstool, and ESPN
August 5, 2023
Market Roundup: Covering July 31 – August 4, 2023; Case Study: Am I the Right Investor for Alternative Assets? Q&A Time: Building a Laddered Bond Portfolio
July 29, 2023
Market Roundup: Covering July 24 – July 28, 2023; Case Study: Decisions as a Spousal Beneficiary; Q&A Time: Will the Reinstatement of Student Loan Payments Throw us into a Recession?
July 22, 2023
Market Roundup: Covering July 17 – July 21, 2023; Case Study: Rollover for Business Startups; Q&A Time: Investing in Individual Stocks vs. Mutual Funds
July 15, 2023
Market Roundup: Covering July 10 – July 14, 2023; Case Study: Withdrawal Strategies for Retirement Funds; Q&A Time: 401(k) Plans and Crypto
July 8, 2023
Market Roundup: Covering July 3 – July 7, 2023; Case Study: 401(k) Beneficiary Designations; Q&A Time: Employer Matching Contributions and “Do I need a will?”
July 1, 2023
Market Roundup: Covering June 26 – June 30, 2023; Case Study: Medicare for a Stay-at-Home Spouse; Q&A Time: Insurance Reviews and IRA Contributions for Servicemembers
June 24, 2023
Market Roundup: Covering June 19 – June 23, 2023; Case Study: Estate Planning for Unmarried Couples; Q&A Time: Opinions on PDD Holdings, Inc.
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.
