Artwork

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.
Player FM - Podcast App
Go offline with the Player FM app!

Henssler Money Talks - February 17, 2024

44:00
 
Share
 

Manage episode 401444332 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 – February 17, 2024
Season 38, Episode 7

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to cover January’s Consumer Price Index, Retail Sales, and the slight uptick in jobless claims. Jessie and Michael recommend actions an investor and his son can do when filing the final tax return for his deceased wife. The hosts conclude the show answering a listener’s question on holding real estate funds.

Timestamps and Chapters

  • 00:00 Market Roundup: Feb 12 – Feb 16, 2024
  • 22:12 Case Study: The Final Tax Return
  • 33:50 Q&A Time: Vanguard Real Estate Index Fund

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: Feb 12 – Feb 16, 2024 (00:00:00)

2. Case Study: The Final Tax Return (00:22:12)

3. Q&A Time: Vanguard Real Estate Index Fund (00:33:50)

531 episodes

Artwork
iconShare
 
Manage episode 401444332 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 – February 17, 2024
Season 38, Episode 7

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to cover January’s Consumer Price Index, Retail Sales, and the slight uptick in jobless claims. Jessie and Michael recommend actions an investor and his son can do when filing the final tax return for his deceased wife. The hosts conclude the show answering a listener’s question on holding real estate funds.

Timestamps and Chapters

  • 00:00 Market Roundup: Feb 12 – Feb 16, 2024
  • 22:12 Case Study: The Final Tax Return
  • 33:50 Q&A Time: Vanguard Real Estate Index Fund

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: Feb 12 – Feb 16, 2024 (00:00:00)

2. Case Study: The Final Tax Return (00:22:12)

3. Q&A Time: Vanguard Real Estate Index Fund (00:33:50)

531 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide