Henssler Money Talks – December 9, 2023
Season 37, Episode 49

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to cover the week’s market action, the ISM Manufacturing and Services indices, and jobless claims. Michael and Logan provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the main things that have a hard Dec. 31 deadline. The hosts conclude the show with listeners’ questions on Roth IRA conversion taxes and Philip Morris International. 

Timestamps and Chapters

• 00:00 Market Roundup: Covering Dec. 4 – Dec 8, 2023
• 25:03 Case Study: Year-End Financial Moves
• 34:56 Q&A Time: Roth IRA Conversion taxes and Philip Morris International. 

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