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Henssler Money Talks - October 19, 2024
Manage episode 445895482 series 12842
Text us your financial questions!
Henssler Money Talks — October 19, 2024
Season 38, Episode 42
This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to cover the week’s market news, including the Producer Price Index and Consumer Sentiment. Jarrett and Molly break down when investors should consider engaging with a financial adviser and how they can “test drive” their retirement plan. Piggybacking off the case study conversation, the experts address a listener’s question on how to figure out what his withdrawal rate should be from his portfolio in retirement.
Timestamps and Chapters
- 00:00: Market Roundup: Oct. 14 – Oct. 18, 2024
- 23:29: Case Study: Test Driving a Retirement Plan
- 35:33: Q&A Time: Retirement Portfolio Withdrawal Rates
Follow Henssler:
- Facebook: https://www.facebook.com/HensslerFinancial/
- YouTube: https://www.youtube.com/c/HensslerFinancial
- LinkedIn: https://www.linkedin.com/company/henssler-financial/
- Instagram: https://www.instagram.com/hensslerfinancial/
- TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en
- X: https://www.x.com/hensslergroup
“Money Talks” is brought to you by Henssler Financial.
Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/
章节
1. Market Roundup: Oct. 14 – Oct. 18, 2024 (00:00:00)
2. Case Study: Test Driving a Retirement Plan (00:23:29)
3. Q&A Time: Retirement Portfolio Withdrawal Rates (00:35:33)
443集单集
Manage episode 445895482 series 12842
Text us your financial questions!
Henssler Money Talks — October 19, 2024
Season 38, Episode 42
This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to cover the week’s market news, including the Producer Price Index and Consumer Sentiment. Jarrett and Molly break down when investors should consider engaging with a financial adviser and how they can “test drive” their retirement plan. Piggybacking off the case study conversation, the experts address a listener’s question on how to figure out what his withdrawal rate should be from his portfolio in retirement.
Timestamps and Chapters
- 00:00: Market Roundup: Oct. 14 – Oct. 18, 2024
- 23:29: Case Study: Test Driving a Retirement Plan
- 35:33: Q&A Time: Retirement Portfolio Withdrawal Rates
Follow Henssler:
- Facebook: https://www.facebook.com/HensslerFinancial/
- YouTube: https://www.youtube.com/c/HensslerFinancial
- LinkedIn: https://www.linkedin.com/company/henssler-financial/
- Instagram: https://www.instagram.com/hensslerfinancial/
- TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en
- X: https://www.x.com/hensslergroup
“Money Talks” is brought to you by Henssler Financial.
Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/
章节
1. Market Roundup: Oct. 14 – Oct. 18, 2024 (00:00:00)
2. Case Study: Test Driving a Retirement Plan (00:23:29)
3. Q&A Time: Retirement Portfolio Withdrawal Rates (00:35:33)
443集单集
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