Henssler Money Talks – December 2, 2023
Season 37, Episode 48

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Giuliana Barbagelata, CFP® to cover the week’s market action, New Home Sales, the second reading of third-quarter GDP, and the Conference Board’s Consumer Confidence survey. The financial experts provide advice for a couple of investors who are fortunate enough to not need all of their required minimum distributions from their retirement accounts for living expenses. D.J. and Giuliana explain how they can direct that money to their favorite charitable organization and the tax benefits of doing so. The hosts finish this week’s show with a listener’s question on online fast fashion retailer Shein’s filing for an IPO. 

Timestamps and Chapters

• 00:00 Market Roundup: Covering November27 – December 1, 2023
• 22: 28 Case Study: Qualified Charitable Distributions
• 33:28 Q&A Time: Shein’s IPO

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