Henssler Money Talks - January 20, 2024

Henssler Money Talks

English - January 20, 2024 15:00 - 44 minutes - 30.7 MB - ★★★★★ - 8 ratings
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Previous Episode: Case Study: Paying off a Mortgage before Retirement

Next Episode: Case Study: Understanding a Reverse Mortgage

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Henssler Money Talks – January 20, 2024
Season 38, Episode 3

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP® to cover the week’s market action, the Producer Price Index, Retail Sales, and Industrial Production. Planners K.C. and Adam provide some insight for a widow whose late husband took out a reverse mortgage on their home nearly 15 years ago. They discuss what a reverse mortgage is and what it means for her assets and estate going forward. The experts also advise an investor on what assets in his portfolio he should sell to fulfill his required minimum distribution.

Timestamps and Chapters

00:00 Market Roundup: Jan. 15 – Jan. 19, 202424:14 Case Study: Understanding a Reverse Mortgage35:20 Q&A Time: What to sell when taking an RMD

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