Henssler Money Talks — September 14, 2024

Henssler Money Talks

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Henssler Money Talks — September 14, 2024
Season 38, Episode 37

This week on "Money Talks," Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, to cover the August Jobs Report, and inflation measures the Consumer Price and Producer Price indices. Jarrett leads a discussion on investors who have nearly 70% of their portfolio in money markets and other cash equivalents. They discuss locking in returns with bonds and how we would apply the Ten Year Rule to their situation. The financial experts conclude the show with listeners’ questions on education savings and Occidental Petroleum.

Timestamps and Chapters

• 00:00 Market Roundup: Sept. 9 – 13, 2024
• 22:40 Case Study: Investors Who Want to Stay in Cash
• 33:52 Q&A Time: Education Savings and Occidental Petroleum

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章

1. Market Roundup: Sept. 9 – 13, 2024 (00:00:00)

2. Case Study: Investors Who Want to Stay in Cash (00:22:40)

3. Q&A Time: Education Savings and Occidental Petroleum (00:33:52)