Henssler Money Talks – December 9, 2023

Henssler Money Talks

コンテンツは Henssler Financial によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Henssler Financial またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

5M ago 44:36

MP3•エピソードのホーム

Send us a Text Message.

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/

755 つのエピソード