Henssler Money Talks – November 18, 2023
Season 37, Episode 46

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch to cover the week’s economic news, including the Consumer Price and Producer Price indices, Retail Sales, and the University of Michigan Consumer Sentiment Survey. Melanie and Peter consider a wealthy investor who wants to leave his massive estate to his five grandchildren. With the grandchildren ranging in ages from 3 to 20, the experts explore his options of using a trust to shelter their inheritance from estate and gift taxes. Additionally, the trust can allow him to control how his money is used from beyond the grave. The experts wrap the show by addressing a question on finding the “sweet spots” in the current Treasury market.

Timestamps and Chapters

• 00:00 Market Roundup: Covering November 13 – November 17, 2023
• 22:15 Case Study: Using Trusts to Pass on Wealth
• 34:33 Q&A Time: What are the “sweet spots” in the current Treasury market?

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