Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to provide some recommendations for a couple who don’t need the funds from their required minimum distributions to pay living expenses. They discuss charitable contributions, Roth conversions, and reinvestment options. 

Read the Article: https://www.henssler.com/maximizing-your-retirement-savings-smart-strategies-for-managing-rmds

Henssler Money Talks — August 3, 2024
Season 38, Episode 31 

This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to analyze the week's stock market trends, discuss the Fed’s monetary policy meeting, and review the University of Michigan’s Consumer Sentiment Survey and the Conference Board’s Consumer Confidence survey. Michael and Clay provide some recommendations for a couple who don’t need the funds from their required minimum distributions to pay living expenses. They discuss charitable contributions, Roth conversions, and reinvestment options. The financial experts finish the show with a listener’s question on diversification in their 401(k). 

Timestamps and Chapters 

• 00:00 Market Roundup: July 29 – August 2, 2024 
• 22:47 Case Study:  When RMDs are Not Needed for Living Expenses 
• 35:10 Q&A Time: 401(k) Diversification 

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 Research Analyst Jacob Keen, CFA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch discuss a couple who want to increase their investment in Real Estate in retirement, as they see their rental units providing a positive cash flow. 

Read the Article: https://www.henssler.com/navigating-benefits-and-risks-of-real-estate-in-retirement-planning 

Henssler Money Talks — July 27, 2024
Season 38, Episode 30

This week on "Money Talks," Research Analyst Jacob Keen, CFA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch discuss The Bureau of Economic Analysis’ preliminary estimate of second quarter GDP and the consumers’ trend in savings. They also discuss signs that indicate when the Fed will cut interest rates. The Experts discuss a couple who want to increase their investment in Real Estate in retirement, as they see their rental units providing a positive cash flow. The hosts round out the show answering a listener’s question on the statement “If the U.S. isn’t doing well, the world isn’t doing well.”
 
Timestamps and Chapters

• 00:00 Market Roundup: July 22 – July 26, 2024
• 23:12 Case Study:  Real Estate as an Investment
• 35:35 Q&A Time: The Case for International Investing

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The Economics Behind Refinancing Your Mortgage

July 20, 2024 Henssler Money Talks Episode:

Managing Associate D.J. Barker, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC®, are joined by Research Analyst Nick Antonucci, CVA, CEPA, to explore a situation of an investor whose wealth is tied up in illiquid assets like real estate, fine art, or jewelry. They discuss how these assets may be hard to sell quickly if funds are needed and how to diversify to increase liquidity. 

Read the Article: https://www.henssler.com/the-emotional-and-financial-challenges-of-illiquid-investments 

Henssler Money Talks — July 20, 2024
Season 38, Episode 29

This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC® to cover Tech’s mid-week tumble and economic releases including June’s Producer Price Index, Retail Sales and the Fed’s Beige Books. D.J. and Logan discuss an investor whose wealth is tied up in illiquid assets like real estate, fine art, or jewelry. They discuss how these assets may be hard to sell quickly if funds are needed and how to diversify to increase liquidity. The financial Experts also answer listeners’ questions on pension plan required minimum distributions and if the AI trend will cause a resurgence in robo advisers. 

Timestamps and Chapters

• 00:00 Market Roundup: July 15 – July 19, 2024
• 22:28 Case Study:  Holding Illiquid Assets
• 34:01 Q&A Time: Pension RMDs and Robo Advisers

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Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Josh Weidie, CFP®, CWS®, discuss an investor who has a significant retirement balance in his company’s stock. They cover when the net unrealized appreciation strategy may be useful.

Read the Article: https://www.henssler.com/retirement-planning-leveraging-net-unrealized-appreciation-for-tax-savings 

Henssler Money Talks — July 13, 2024
Season 38, Episode 28

This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Josh Weidie, CFP®, CWS®, to provide insights on the market and discuss June’s employment numbers and June’s Consumer Price Index. K.C. and Josh discuss an investor who has a significant retirement balance in his company’s stock. They cover when the net unrealized appreciation strategy may be useful. The hosts end the show with listeners’ questions on which accounts to give to charity from and potential gifting issues with non-spouse joint accounts.

Timestamps and Chapters

• 00:00 Market Roundup: July 8 – July 12, 2024
• 21:17 Case Study:  Net Unrealized Appreciation
•  33:02 Q&A Time: Charitable Giving and Joint Accounts

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Henssler Money Talks — July 6, 2024 - Repeat
Season 38, Episode 27 

This week on "Money Talks," we’ll taking some time off for a long Independence Day weekend. However, you can still tune in to hear a compilation of our best conversations from the past few months. 

As always, we’re here to answer your financial questions. Email us at [email protected] or call our question hotline at 1-855-429-9166. 

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