Henssler Money Talks – June 17, 2023
Season 37, Episode 24

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss the market performance for the week, the Producer Price and Consumer Price indices, and the latest news from the Fed’s monetary policy meeting. The planners discuss how the Secure Act 2.0 included provisions that could help a couple’s situation with resuming student loan payments and money remaining in a 529 plan. The experts round out the show answering a listener’s question on the market breadth. 

Timestamps and Chapters

•  00:00 Market Roundup: Covering June 12 – June 16, 2023
• 22:12 Case Study: Secure 2.0 Act Education Expenses Provisions
• 33:26 Q&A Time: Should we worry about the market breadth?

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