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Henssler Money Talks - April 20, 2024

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Manage episode 413541501 series 12842
Content provided by Henssler Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henssler Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Text us your financial questions!

Henssler Money Talks – April 20, 2024
Season 38, Episode 16

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP® to cover the University of Michigan’s Consumer Sentiment Survey, Retail Sales, and Industrial Production. Michael and Giuliana highlight some of the financial questions and moves that investors often have after tax season. The financial experts also answer listeners’ questions on paying estate tax and if IRAs are “judgement proof.”

Timestamps and Chapters

  • 00:00 Market Roundup: April 15 – April 19, 2024
  • 23:46 Case Study: Financial Moves Coming Out of Tax Season
  • 35:02 Q&A Time: Estate Tax and if IRAs are “Judgement Proof”

Follow Henssler:

“Money Talks” is brought to you by Henssler Financial.
Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

  continue reading

Chapters

1. Market Roundup: April 15 – April 19, 2024 (00:00:00)

2. Case Study: Financial Moves Coming Out of Tax Season (00:23:46)

3. Q&A Time: Estate Tax and if IRAs are “Judgement Proof” (00:35:02)

567 episodes

Artwork
iconShare
 
Manage episode 413541501 series 12842
Content provided by Henssler Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henssler Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Text us your financial questions!

Henssler Money Talks – April 20, 2024
Season 38, Episode 16

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP® to cover the University of Michigan’s Consumer Sentiment Survey, Retail Sales, and Industrial Production. Michael and Giuliana highlight some of the financial questions and moves that investors often have after tax season. The financial experts also answer listeners’ questions on paying estate tax and if IRAs are “judgement proof.”

Timestamps and Chapters

  • 00:00 Market Roundup: April 15 – April 19, 2024
  • 23:46 Case Study: Financial Moves Coming Out of Tax Season
  • 35:02 Q&A Time: Estate Tax and if IRAs are “Judgement Proof”

Follow Henssler:

“Money Talks” is brought to you by Henssler Financial.
Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

  continue reading

Chapters

1. Market Roundup: April 15 – April 19, 2024 (00:00:00)

2. Case Study: Financial Moves Coming Out of Tax Season (00:23:46)

3. Q&A Time: Estate Tax and if IRAs are “Judgement Proof” (00:35:02)

567 episodes

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