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Henssler Money Talks - October 19, 2024

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Manage episode 445895482 series 12842
内容由Henssler Financial提供。所有播客内容(包括剧集、图形和播客描述)均由 Henssler Financial 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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:

“Money Talks” is brought to you by Henssler Financial.
Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

  continue reading

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

Artwork
icon分享
 
Manage episode 445895482 series 12842
内容由Henssler Financial提供。所有播客内容(包括剧集、图形和播客描述)均由 Henssler Financial 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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:

“Money Talks” is brought to you by Henssler Financial.
Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

  continue reading

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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