Henssler Money Talks - June 22, 2024

Henssler Money Talks

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Henssler Money Talks — June 22, 2024
Season 38, Episode 25

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Jacob Pritchard, CFP® to cover the week’s market action and University of Michigan Consumer Sentiment Survey and New Residential Construction. Michael and Jacob team up to provide advice to an investor who is anxious to save for retirement with a Roth IRA, but also needs to reestablish her financial situation after a divorce. The hosts provide her advice on saving and withdrawing from a Roth IRA. The hosts round out the show by answering a listener’s question on life insurance.

Timestamps and Chapters

• 00:00 Market Roundup: June 17 – June 21, 2024
• 24:23 Case Study: Withdrawing from a Roth IRA
• 33:35 Q&A Time: Pros and Cons of Buying Life Insurance Through your Employer

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Kapitler

1. Market Roundup: June 17 – June 21, 2024 (00:00:00)

2. Case Study: Withdrawing from a Roth IRA (00:24:23)

3. Q&A Time: Pros and Cons of Buying Life Insurance Through your Employer (00:33:35)