Henssler Money Talks — May 25, 2024
Season 38, Episode 21

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, to cover the week’s market news, the minutes from the Fed’s May monetary policy meeting and existing home sales. Michael and Josh provide advice for a couple who are saving for retirement; however, they don’t have a clear goal. The financial experts provide some advice on whether the investors should sit down with a financial adviser. The show hosts round out the show by answering a listener’s question on if there are any advantages to leaving some money in pre-tax retirement accounts if they’re planning a Roth conversion. 

Timestamps and Chapters

• 00:00 Market Roundup: May 20 – May 14, 2024
• 22:13 Case Study:  Planning When Retirement is 25 Years Away 
• 33:16 Q&A Time: Not Converting all Your IRA to a Roth

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