Henssler Money Talks — May 25, 2024

Henssler Money Talks

Text us your financial questions!

Henssler Money Talks — May 25, 2024
Season 38, Episode 21

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, to cover the week’s market news, the minutes from the Fed’s May monetary policy meeting and existing home sales. Michael and Josh provide advice for a couple who are saving for retirement; however, they don’t have a clear goal. The financial experts provide some advice on whether the investors should sit down with a financial adviser. The show hosts round out the show by answering a listener’s question on if there are any advantages to leaving some money in pre-tax retirement accounts if they’re planning a Roth conversion.

Timestamps and Chapters

• 00:00 Market Roundup: May 20 – May 14, 2024
• 22:13 Case Study: Planning When Retirement is 25 Years Away
• 33:16 Q&A Time: Not Converting all Your IRA to a Roth

Follow Henssler:

• Facebook: https://www.facebook.com/HensslerFinancial/
• YouTube: https://www.youtube.com/c/HensslerFinancial
• LinkedIn: https://www.linkedin.com/company/henssler-financial/
• Instagram: https://www.instagram.com/hensslerfinancial/
• TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en
• X: https://www.x.com/hensslergroup

“Money Talks” is brought to you by Henssler Financial.
Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

Розділи

1. Market Roundup: May 20 – May 14, 2024 (00:00:00)

2. Case Study: Planning When Retirement is 25 Years Away (00:22:13)

3. Q&A Time: Not Converting all Your IRA to a Roth (00:33:16)