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This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Director of Insurance Planning, Jim Crone, CLU®, CFS, to discuss the current market movements, new developments in Brexit, and how the market is so reactive to trade and tariff talks. As part of our year-end prep, Jim brings his insight to insurance planning and taking a closer look at your term life policies. The experts also answer listeners’ questions on business exit planning, longevity annuities, Industrial manufacturer Caterpillar and the differences between a Profit-sharing plan and a 401(k) plan.
By Henssler Financial5
1313 ratings
Send us a Text Message.
This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Director of Insurance Planning, Jim Crone, CLU®, CFS, to discuss the current market movements, new developments in Brexit, and how the market is so reactive to trade and tariff talks. As part of our year-end prep, Jim brings his insight to insurance planning and taking a closer look at your term life policies. The experts also answer listeners’ questions on business exit planning, longevity annuities, Industrial manufacturer Caterpillar and the differences between a Profit-sharing plan and a 401(k) plan.
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