Henssler Money Talks – March 16, 2024
Season 38, Episode 11

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined Managing Associate Jarrett McKenzie, CFP®, and Associate Adam Stadalius, CFP®, to cover February’s employment situation, the Consumer and Producer Price indices, and retail sales. Jarrett takes a deeper dive into the SECURE Act 2.0  provision allowing for Roth IRA rollovers from a 529 Plan. The experts end the show with a listener’s question on how dividend-paying stocks will fare should the Fed lower interest rates.

Timestamps and Chapters

• 00:00 Market Roundup: Mar. 11 – Mar. 15, 2024
• 22:09 Case Study: Money Left in a 529 Plan
• 35:38 Q&A Time: Dividend-Paying Stocks and Interest Rates

Follow Henssler:  

• Facebook: https://www.facebook.com/HensslerFinancial/ 
• YouTube:  https://www.youtube.com/c/HensslerFinancial 
• LinkedIn: https://www.linkedin.com/company/henssler-financial/ 
• Instagram: https://www.instagram.com/hensslerfinancial/ 
• TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en 
• X: https://www.x.com/hensslergroup 

 “Money Talks” is brought to you by Henssler Financial.

Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/