Henssler Money Talks - June 29, 2024

Henssler Money Talks

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Henssler Money Talks — June 29, 2024
Season 38, Episode 26

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP® to cover market news including The Conference Board Consumer Confidence reading, the third estimate of first quarter GDP, and housing news, including Existing Home Sales, New Home Sales, and home prices. Melanie and Giuliana address managing a minor’s money. They discuss custodial accounts, Roth IRAs, and 529 Plans. The financial experts round out the show with listeners’ questions on the cost of college, using a trust so an estate is harder to challenge, and the taxability of Social Security benefits.

Timestamps and Chapters

• 00:00 Market Roundup: June 24 – June 28, 2024
• 13:54 Case Study: Managing a Minor’s Money
• 32:45 Q&A Time: Cost of College, Trusts, and Social Security Benefits

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章

1. Market Roundup: June 24 – June 28, 2024 (00:00:00)

2. Case Study: Managing a Minor’s Money (00:13:54)

3. Q&A Time: Cost of College, Trusts, and Social Security Benefits (00:32:45)