Henssler Money Talks – June 3, 2023
Season 37, Episode 22 

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate D.J. Barker, CWS®, to cover the week’s market movements, the second estimate of first quarter’s GDP, and the latest Consumer Sentiment reading. Jessie and D.J. discuss an investor who wants to sell her late mother’s house in an installment sale to control capital gains. The experts look at the benefits of such an arrangement and how this would affect her financial plan. The hosts finish the show by answering a listener’s question on combining finances as a blended family.

Timestamps and Chapters

• 00:00 Market Roundup: Covering May 30 – June 2, 2023
• 25:10 Case Study: Installment Sales
• 35:33 Q&A Time: Combining finances as a blended family

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