Henssler Money Talks – June 4, 2022 
Season 36, Episode 23
 
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, to cover The Conference Board’s Consumer Confidence, Mortgage Applications, the ISM Manufacturing Index, and the Fed’s Beige Book. K.C. discusses the situation of a couple who are looking to make the best out of the depressed market by timing a Roth conversion. He covers the benefits and the options investors have for a conversion. The experts round out the show answering listeners’ questions on being stuck in the Sandwich Generation and Consumer Defensive stocks McCormick & Company and PepsiCo.   

Timestamps and Chapters

• 00:00     Market Roundup: Covering May 31 – June 3 
•  19:58     Case Study: Time a Conversion, Not the Market
• 32:27     Q&A Time: The Sandwich Generation, McCormick & Company, and PepsiCo 

 
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