Henssler Money Talks – October 14, 2023

Henssler Money Talks

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Henssler Money Talks – October 14, 2023
Season 37, Episode 41

This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to cover the week’s market action, economic outlook, and inflation indicators, the Producer Price and Consumer Price indices. Jarret and Peter advise investors on diversifying the tax status of their retirement funds. They look at the situation of a couple of investors who have a lot less in their retirement account because it contains all pre-tax funds. The experts round out the show answering a listener’s question on the investment selection inside an annuity.

Timestamps and Chapters

00:00 Market Roundup: Covering October 9 – October 13, 2023
23:00 Case Study: Having all Tax-Deferred Retirement Savings
34:34 Q&A Time: Investments Inside an Annuity

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