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 

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