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Henssler Money Talks – December 9, 2023
Manage episode 388484356 series 12842
Henssler Money Talks – December 9, 2023
Season 37, Episode 49
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to cover the week’s market action, the ISM Manufacturing and Services indices, and jobless claims. Michael and Logan provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the main things that have a hard Dec. 31 deadline. The hosts conclude the show with listeners’ questions on Roth IRA conversion taxes and Philip Morris International.
Timestamps and Chapters
- 00:00 Market Roundup: Covering Dec. 4 – Dec 8, 2023
- 25:03 Case Study: Year-End Financial Moves
- 34:56 Q&A Time: Roth IRA Conversion taxes and Philip Morris International.
Follow Henssler:
- Facebook: http://bit.ly/HensslerFacebook
- Twitter: http://bit.ly/HensslerTwitter
- LinkedIn: http://bit.ly/HensslerLinkedIn
- Instagram: https://www.instagram.com/hensslerfinancial/
- YouTube: http://bit.ly/HensslerYouTube
“Money Talks” is brought to you by Henssler Financial.
Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/
825 episoder
Manage episode 388484356 series 12842
Henssler Money Talks – December 9, 2023
Season 37, Episode 49
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to cover the week’s market action, the ISM Manufacturing and Services indices, and jobless claims. Michael and Logan provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the main things that have a hard Dec. 31 deadline. The hosts conclude the show with listeners’ questions on Roth IRA conversion taxes and Philip Morris International.
Timestamps and Chapters
- 00:00 Market Roundup: Covering Dec. 4 – Dec 8, 2023
- 25:03 Case Study: Year-End Financial Moves
- 34:56 Q&A Time: Roth IRA Conversion taxes and Philip Morris International.
Follow Henssler:
- Facebook: http://bit.ly/HensslerFacebook
- Twitter: http://bit.ly/HensslerTwitter
- LinkedIn: http://bit.ly/HensslerLinkedIn
- Instagram: https://www.instagram.com/hensslerfinancial/
- YouTube: http://bit.ly/HensslerYouTube
“Money Talks” is brought to you by Henssler Financial.
Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/
825 episoder
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