Henssler Money Talks — September 28, 2024
Season 38, Episode 39 

This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to discuss the week’s economic news, including housing data and the Conference Board’s Consumer Confidence Survey. Melanie and Jessie explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress. The financial experts also address listener questions on holding real estate in an IRA and The Coca-Cola Company. 

Timestamps and Chapters

• 00:00 Market Roundup: Sept. 23 – 27, 2024
• 22:50 Case Study:  Planning for Changes on the Horizon 
• 34:16 Q&A Time: Real Estate in an IRA and The Coca-Cola Company

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