Henssler Money Talks — July 13, 2024
Season 38, Episode 28

This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Josh Weidie, CFP®, CWS®, to provide insights on the market and discuss June’s employment numbers and June’s Consumer Price Index. K.C. and Josh discuss an investor who has a significant retirement balance in his company’s stock. They cover when the net unrealized appreciation strategy may be useful. The hosts end the show with listeners’ questions on which accounts to give to charity from and potential gifting issues with non-spouse joint accounts.

Timestamps and Chapters

• 00:00 Market Roundup: July 8 – July 12, 2024
• 21:17 Case Study:  Net Unrealized Appreciation
•  33:02 Q&A Time: Charitable Giving and Joint Accounts

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