Henssler Money Talks - February 10, 2024

Henssler Money Talks

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Henssler Money Talks – February 10, 2024
Season 38, Episode 6

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship - Retirement Services, and Associate Giuliana Barbagelata, CFP®, to cover January’s employment situation, the University of Michigan Consumer Sentiment Survey, and the ISM Nonmanufacturing Index. Justin and Giuliana provide advice for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years! The financial experts finish the show with a listener’s question about retirement plan rollovers.

Timestamps and Chapters

• 00:00 Market Roundup: Feb 5 – Feb 9, 2024
• 23:26 Case Study: Rebalancing Your 401(k)
• 36:10 Q&A Time: Retirement Plan Rollovers

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Chapters

1. Market Roundup: Feb 5 – Feb 9, 2024 (00:00:00)

2. Case Study: Rebalancing Your 401(k) (00:23:26)

3. Q&A Time: Retirement Plan Rollovers (00:36:10)