Henssler Money Talks – August 19, 2023
Season 37, Episode 33

This week on “Money Talks,” Jim Crone, CLU®, CFS®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP® join Chief Investment Officer, Troy Harmon, CFA, CVA, to discuss the University of Michigan Consumer Sentiment Survey, Producer Price Index, Retail Sales, and the minutes from the latest Fed meeting. Jim and Giuliana give some guidance to a C-suite executive who is considering a job that is offering a nonqualified deferred compensation plan. Jim explains how they work and the risks while Giuliana discusses their role in one’s retirement planning. The hosts round out the show by answering questions on saving to a Roth IRA at age 18 and investments in BioNTech and Valero Energy.

Timestamps and Chapters

• 00:00 Market Roundup: Covering August 14 – 18, 2023
• 23:32 Case Study: Nonqualified Deferred Compensation Plans
• 35:49 Q&A Time: Roth IRAs, BioNTech, and Valero Energy

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