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Text us your financial questions!
This week on “Money Talks,” the hosts discuss how the U.S./China trade talks have affected the market, how earnings season has been, and interest rates. Hosts discuss a common situation amongst retirees: having their 401(k) fully invested in their employer’s company stock. When it comes time to start planning for liquidity, these investors should consider the Net Unrealized Appreciation they have in their company stock. The show hosts also address listeners’ questions on investing in Boeing, how to work through a mid-life financial crisis, and minimizing the tax owed on one’s Social Security benefit.
By Henssler Financial5
1313 ratings
Text us your financial questions!
This week on “Money Talks,” the hosts discuss how the U.S./China trade talks have affected the market, how earnings season has been, and interest rates. Hosts discuss a common situation amongst retirees: having their 401(k) fully invested in their employer’s company stock. When it comes time to start planning for liquidity, these investors should consider the Net Unrealized Appreciation they have in their company stock. The show hosts also address listeners’ questions on investing in Boeing, how to work through a mid-life financial crisis, and minimizing the tax owed on one’s Social Security benefit.
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