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Henssler Money Talks - June 15, 2024

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Manage episode 423749048 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 — June 15, 2024
Season 38, Episode 24

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Clay Norman, CFP® to cover the week’s market-moving economic releases, including the Consumer Price and Producer Price indices, May’s Employment Situation, and the Fed’s two-day monetary policy meeting. The financial experts discuss an investor who keeps trying different investment strategies chasing returns but is disappointed that he’s not “beating the market.” They explain how Henssler Financial determines portfolio allocation and investment selection. The hosts close the show with a listener’s question on what happens to his retirement plan benefits when he dies.

Timestamps and Chapters

  • 00:00 Market Roundup: June 10 – June 14, 2024
  • 23:33 Case Study: Chasing Market Returns
  • 43:18 Q&A Time: What happens to my retirement plan benefits when I die?

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: June 10 – June 14, 2024 (00:00:00)

2. Case Study: Chasing Market Returns (00:23:33)

3. Q&A Time: What happens to my retirement plan benefits when I die? (00:43:18)

562 episodes

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iconShare
 
Manage episode 423749048 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 — June 15, 2024
Season 38, Episode 24

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Clay Norman, CFP® to cover the week’s market-moving economic releases, including the Consumer Price and Producer Price indices, May’s Employment Situation, and the Fed’s two-day monetary policy meeting. The financial experts discuss an investor who keeps trying different investment strategies chasing returns but is disappointed that he’s not “beating the market.” They explain how Henssler Financial determines portfolio allocation and investment selection. The hosts close the show with a listener’s question on what happens to his retirement plan benefits when he dies.

Timestamps and Chapters

  • 00:00 Market Roundup: June 10 – June 14, 2024
  • 23:33 Case Study: Chasing Market Returns
  • 43:18 Q&A Time: What happens to my retirement plan benefits when I die?

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: June 10 – June 14, 2024 (00:00:00)

2. Case Study: Chasing Market Returns (00:23:33)

3. Q&A Time: What happens to my retirement plan benefits when I die? (00:43:18)

562 episodes

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