Henssler Money Talks – March 16, 2024

Henssler Money Talks

English - March 16, 2024 14:00 - 45 minutes - 31.2 MB - ★★★★★ - 8 ratings
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Previous Episode: Case Study: Repurposing Life Insurance as an Estate Planning Tool

Next Episode: Case Study: Money Left in a 529 Plan

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Henssler Money Talks – March 16, 2024
Season 38, Episode 11

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined Managing Associate Jarrett McKenzie, CFP®, and Associate Adam Stadalius, CFP®, to cover February’s employment situation, the Consumer and Producer Price indices, and retail sales. Jarrett takes a deeper dive into the SECURE Act 2.0 provision allowing for Roth IRA rollovers from a 529 Plan. The experts end the show with a listener’s question on how dividend-paying stocks will fare should the Fed lower interest rates.

Timestamps and Chapters

00:00 Market Roundup: Mar. 11 – Mar. 15, 202422:09 Case Study: Money Left in a 529 Plan35:38 Q&A Time: Dividend-Paying Stocks and Interest Rates

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